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The Best of Proactive Advisor Magazine: Volume 26

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 26.”

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

Editors’ picks

Chosen by our editors

How will the pandemic response change wealth management—now and in the near future?

How has the wealth-management industry navigated a challenging and unprecedented environment? Industry leaders, global organizations, and investors share their perspectives.

Is the secular bull market still alive?

Despite technical damage to market indexes, many factors point to the bull market’s return. However, if economic stagnation becomes the new norm, probabilities rise sharply for a secular bear.

Does Warren Buffett believe in ‘market timing’?

Professionals like Buffett have a plan for when they must sell an investment—average investors do not. They would benefit from working with advisors offering disciplined investment methodologies.

Personal attention to the distinct financial needs of each client

Jeffrey McAvaddy believes in a “well-rounded approach” to his clients’ overall financial health. His firm’s overall goal is articulated as “Helping clients protect, grow, use, and bestow their assets.”

Out of left field: Market risk vs. business risk

Market risk can come out of left field. But what about business risk? Advisors need to understand the key differences between the kinds of risk managed for clients and risks to their advisory model.

How will the pandemic response change wealth management—now and in the near future?

How has the wealth-management industry navigated a challenging and unprecedented environment? Industry leaders, global organizations, and investors share their perspectives.

Is the secular bull market still alive?

Despite technical damage to market indexes, many factors point to the bull market’s return. However, if economic stagnation becomes the new norm, probabilities rise sharply for a secular bear.

Does Warren Buffett believe in ‘market timing’?

Professionals like Buffett have a plan for when they must sell an investment—average investors do not. They would benefit from working with advisors offering disciplined investment methodologies.

Personal attention to the distinct financial needs of each client

Jeffrey McAvaddy believes in a “well-rounded approach” to his clients’ overall financial health. His firm’s overall goal is articulated as “Helping clients protect, grow, use, and bestow their assets.”

Out of left field: Market risk vs. business risk

Market risk can come out of left field. But what about business risk? Advisors need to understand the key differences between the kinds of risk managed for clients and risks to their advisory model.

Always stay connected

 

Top viewed

Chosen by our readers

How everyday analogies can help clients understand risk management

Analogies present memorable images that help clients visualize market situations. See how financial advisors use analogies in communicating the need for consistent portfolio risk management.

Follow the Fed—it prints money

The Fed has been clear in its virtually unlimited support of the credit markets. Despite equity market uncertainty and volatility, it is currently hard to have an overly negative view of risk assets.

10 destructive behaviors of ‘emotional investors’

Behavioral biases influence all investors, often at a significant cost. There are tools that advisors can use to identify and reduce the impact of biases—both for themselves and for their clients.

Is this the greatest trick the market has ever pulled?

While there are “experts” on either side of the market, financial advisors should avoid focusing on forecasts. Their most important task is keeping clients on track with a disciplined investment plan.

COVID-19, crude oil, and general market chaos

During the height of the pandemic, excess capacity and lack of demand destroyed crude oil pricing. While oil has since rebounded, technical analysts were not surprised to see oil’s drastic plunge.

How everyday analogies can help clients understand risk management

Analogies present memorable images that help clients visualize market situations. See how financial advisors use analogies in communicating the need for consistent portfolio risk management.

Follow the Fed—it prints money

The Fed has been clear in its virtually unlimited support of the credit markets. Despite equity market uncertainty and volatility, it is currently hard to have an overly negative view of risk assets.

10 destructive behaviors of ‘emotional investors’

Behavioral biases influence all investors, often at a significant cost. There are tools that advisors can use to identify and reduce the impact of biases—both for themselves and for their clients.

Is this the greatest trick the market has ever pulled?

While there are “experts” on either side of the market, financial advisors should avoid focusing on forecasts. Their most important task is keeping clients on track with a disciplined investment plan.

COVID-19, crude oil, and general market chaos

During the height of the pandemic, excess capacity and lack of demand destroyed crude oil pricing. While oil has since rebounded, technical analysts were not surprised to see oil’s drastic plunge.

 

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Trending on social media

Determined by social media interaction

Distinguishing between ‘oversold’ and ‘opportunity’

Among the most challenging tasks for investors is discerning an oversold market—that may fall further—from a market that presents a long-term buying opportunity.

Managing investments in emotionally charged markets: A behavioral framework

Is it time to move from the efficient market hypothesis to a more realistic look at markets? Viewing stakeholders as emotional decision-makers helps in navigating a changing financial environment.

The COVID-19 pandemic from a historical market perspective

Investors are wondering how long the U.S. economy will be partially shut down and the impact it will have on their lives, jobs, businesses, and futures. What does history tell us about recoveries?

18 touch points per year can solidify client relationships

Learn why advisor John Zinaich believes that a proactive and multifaceted strategy for communications encourages relationship-building that goes well beyond client review sessions.

Why active strategies complement holistic portfolio management

A holistic approach to financial planning should be accompanied by a similarly holistic approach to investment management, using multiple layers of diversification and risk management.

Distinguishing between ‘oversold’ and ‘opportunity’

Among the most challenging tasks for investors is discerning an oversold market—that may fall further—from a market that presents a long-term buying opportunity.

Managing investments in emotionally charged markets: A behavioral framework

Is it time to move from the efficient market hypothesis to a more realistic look at markets? Viewing stakeholders as emotional decision-makers helps in navigating a changing financial environment.

The COVID-19 pandemic from a historical market perspective

Investors are wondering how long the U.S. economy will be partially shut down and the impact it will have on their lives, jobs, businesses, and futures. What does history tell us about recoveries?

18 touch points per year can solidify client relationships

Learn why advisor John Zinaich believes that a proactive and multifaceted strategy for communications encourages relationship-building that goes well beyond client review sessions.

Why active strategies complement holistic portfolio management

A holistic approach to financial planning should be accompanied by a similarly holistic approach to investment management, using multiple layers of diversification and risk management.

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