Welcome to our special year-end issue

Proactive Advisor Magazine is proud to present insights from several of the successful advisors we interviewed in 2019, as well as this year’s top editorial features on active investment philosophy and strategy, market analysis, and practice management.

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and features Trending On Social Media. Happy reading, and on behalf of our editorial team, we wish you an enjoyable holiday season and a prosperous new year.

Editors’ picks

Chosen by our editors

5 client questions (and answers) about investment performance
Mitigating risk in volatile markets is a bigger priority than “beating the market.” Do your clients understand how they should be managing their investment expectations?

Guggenheim Investments: Putting pullbacks in perspective
Market pullbacks present a time to assess, not panic. Investors should develop a game plan with their financial advisor that is informed by historical perspective.

What are the market’s tendencies around ‘Fed Days’?
A Fed Day is when the Federal Reserve concludes a meeting and releases a policy announcement. These days are bullish overall but have distinct intraday tendencies.

Committed to providing the ultimate client-service experience
Diana Avery strives for excellence in her process of working with clients—through adding value and delivering highly personalized service.

Connecting clients’ faith with their financial lives
Michael Mandarino believes there can be a very beneficial connection for clients between faith, family, finances, personal freedom, and philanthropy.

5 client questions (and answers) about investment performance
Mitigating risk in volatile markets is a bigger priority than “beating the market.” Do your clients understand how they should be managing their investment expectations?

Guggenheim Investments: Putting pullbacks in perspective
Market pullbacks present a time to assess, not panic. Investors should develop a game plan with their financial advisor that is informed by historical perspective.

What are the market’s tendencies around ‘Fed Days’?
A Fed Day is when the Federal Reserve concludes a meeting and releases a policy announcement. These days are bullish overall but have distinct intraday tendencies.

Committed to providing the ultimate client-service experience
Diana Avery strives for excellence in her process of working with clients—through adding value and delivering highly personalized service.

Connecting clients’ faith with their financial lives
Michael Mandarino believes there can be a very beneficial connection for clients between faith, family, finances, personal freedom, and philanthropy.

Always stay connected

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Top viewed

Chosen by our readers

Lessons from ‘the best investor in the world’
We counsel our clients not to worry about what other investors are doing in the short term, even if one of them might be considered “the best investor in the world.”

Adding active management into the portfolio-construction equation
A multi-strategy core approach to portfolio construction can address issues present with other methodologies and offers multiple layers of risk management.

Financial guidance that produces tangible results
Steve Deppe’s client review sessions focus on identifying the achievement of measurable results and soliciting feedback on the process and overall client satisfaction.

Impact investing and active management are not mutually exclusive strategies
Impact investing and active management can work together in a holistic view of clients’ investment priorities, say financial advisors who adhere to both strategies.

How financial advisors manage real (and perceived) market volatility
The 2019 market has had wild swings based on headlines surrounding trade policy, interest rates, and geopolitics. How do advisors help guide clients through volatile markets?

Lessons from ‘the best investor in the world’
We counsel our clients not to worry about what other investors are doing in the short term, even if one of them might be considered “the best investor in the world.”

Adding active management into the portfolio-construction equation
A multi-strategy core approach to portfolio construction can address issues present with other methodologies and offers multiple layers of risk management.

Financial guidance that produces tangible results
Steve Deppe’s client review sessions focus on identifying the achievement of measurable results and soliciting feedback on the process and overall client satisfaction.

Impact investing and active management are not mutually exclusive strategies
Impact investing and active management can work together in a holistic view of clients’ investment priorities, say financial advisors who adhere to both strategies.

How financial advisors manage real (and perceived) market volatility
The 2019 market has had wild swings based on headlines surrounding trade policy, interest rates, and geopolitics. How do advisors help guide clients through volatile markets?

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Trending on social media

Determined by social media interaction

Let’s be realistic about drawdowns
Understanding the nature of drawdowns—and evaluating investment vehicles on a risk-adjusted basis—is a positive step toward the management of portfolio risk.

Repositioning assets to maximize retirement income
Clyde Cleveland uses specialized tools and customized investment vehicles for clients in a retirement planning process he calls the “Zero Tax Roadmap.”

‘Going broke’ is still chief retirement concern
How can retirees reconcile the dual objectives of capital appreciation and capital preservation? Active, risk-managed strategies can provide a viable solution.

CMT program supports the philosophy of proactive money management
The CMT program reinforces this advisor’s core investment philosophy: Capture upside in strong markets, and mitigate the downside in unhealthy markets.

The reality of the business cycle underlies active investment management
Active management exploits opportunities created by the business cycle, adjusting market exposure and rotating between asset classes, sectors, and geographies.

Let’s be realistic about drawdowns
Understanding the nature of drawdowns—and evaluating investment vehicles on a risk-adjusted basis—is a positive step toward the management of portfolio risk.

Repositioning assets to maximize retirement income
Clyde Cleveland uses specialized tools and customized investment vehicles for clients in a retirement planning process he calls the “Zero Tax Roadmap.”

‘Going broke’ is still chief retirement concern
How can retirees reconcile the dual objectives of capital appreciation and capital preservation? Active, risk-managed strategies can provide a viable solution.

CMT program supports the philosophy of proactive money management
The CMT program reinforces this advisor’s core investment philosophy: Capture upside in strong markets, and mitigate the downside in unhealthy markets.

The reality of the business cycle underlies active investment management
Active management exploits opportunities created by the business cycle, adjusting market exposure and rotating between asset classes, sectors, and geographies.

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