Active investment management’s weekly magazine for fee-based advisors

The Best of
Proactive Advisor Magazine: Volume 22

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 22.”

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.

Editors’ picks

Chosen by our editors

Investing lessons from an ‘unsuccessful’ wall

When the line between two types of corrections is crossed, and the correction becomes a bear market, do clients really want to have just one investment strategy?

Communication and collaboration forge strong client relationships

Jim Metzbower partners with clients to provide comprehensive and goals-based financial planning, based on their personalized “Guiding Principles.”

Selectivity in client relationships defines practice success

Lem Kornegay says advisors should define “success” for their practice on their own terms, working with clients whose personality types and goals are a good fit.

The ‘soft’ factors that drive asset manager selection and retention

Is there too much emphasis on past performance for asset manager selection and retention? What “soft” factors should a financial advisor also consider?

Focusing on 3 key areas for practice growth

Jeffrey Scrimenti’s growth strategy includes advising small businesses, a focus on retirement accounts, and clients interested in SRI and faith-based investing.

Investing lessons from an ‘unsuccessful’ wall

When the line between two types of corrections is crossed, and the correction becomes a bear market, do clients really want to have just one investment strategy?

Communication and collaboration forge strong client relationships

Jim Metzbower partners with clients to provide comprehensive and goals-based financial planning, based on their personalized “Guiding Principles.”

Selectivity in client relationships defines practice success

Lem Kornegay says advisors should define “success” for their practice on their own terms, working with clients whose personality types and goals are a good fit.

The ‘soft’ factors that drive asset manager selection and retention

Is there too much emphasis on past performance for asset manager selection and retention? What “soft” factors should a financial advisor also consider?

Focusing on 3 key areas for practice growth

Jeffrey Scrimenti’s growth strategy includes advising small businesses, a focus on retirement accounts, and clients interested in SRI and faith-based investing.

Always stay connected

 

Top viewed

Chosen by our readers

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.”

4 reasons to be bullish in 2019

History tells us that a market meltup may be in the cards. Four different historical rationales support the S&P 500 finishing 2019 between 3,000 and 3,500.

CMT program supports the philosophy of proactive money management

The CMT program reinforced this advisor’s core investment philosophy: Capture upside in strong markets, and mitigate the downside in unhealthy markets.

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.

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.”

4 reasons to be bullish in 2019

History tells us that a market meltup may be in the cards. Four different historical rationales support the S&P 500 finishing 2019 between 3,000 and 3,500.

CMT program supports the philosophy of proactive money management

The CMT program reinforced this advisor’s core investment philosophy: Capture upside in strong markets, and mitigate the downside in unhealthy markets.

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.

 

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Trending on social media

Determined by social media interaction

‘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.

What really happens to bonds in changing rate environments?

During four recent periods of increasing interest rates, intermediate U.S. government bonds increased (yes, increased!) in value 100% of the time.

Seeing money as a tool, not a goal

Michael Dehnisch focuses on teaching clients how money works—before identifying options for how their resources can be employed in an efficient manner.

6 market internals that can help avoid stock market risk

Using a broad, diverse list of different metrics, known as market internals, can help provide a comprehensive assessment of current market conditions.

Market breadth says the uptrend is not done yet

The Ratio-Adjusted Summation Index (RASI) looks at market liquidity and breadth. A high RASI reading in May indicated there was potential for more market upside.

‘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.

What really happens to bonds in changing rate environments?

During four recent periods of increasing interest rates, intermediate U.S. government bonds increased (yes, increased!) in value 100% of the time.

Seeing money as a tool, not a goal

Michael Dehnisch focuses on teaching clients how money works—before identifying options for how their resources can be employed in an efficient manner.

6 market internals that can help avoid stock market risk

Using a broad, diverse list of different metrics, known as market internals, can help provide a comprehensive assessment of current market conditions.

Market breadth says the uptrend is not done yet

The Ratio-Adjusted Summation Index (RASI) looks at market liquidity and breadth. A high RASI reading in May indicated there was potential for more market upside.

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