The Best of
Proactive Advisor Magazine: Volume 27
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
How independent advisors define their role in serving clients
With more people likely to seek financial guidance in the face of an uncertain economy and volatile markets, the role of independent financial advisors has taken on increased importance.
Understanding gold’s performance under different market scenarios
Should an investment in gold be a key element of effectively risk-managed portfolios? Research suggests an optimal allocation at the 20% level, producing the highest risk-adjusted return.
Dedicated to a rigorous financial-planning process
Advisor David Turner says, “The most effective way to pursue success with any goal is to undertake a written planning process, implement the plan, and review regularly for progress.”
Dynamic risk management is right for investor portfolios
Dynamic risk management is responsive, ever changing, and puts more defensive tools in a manager’s toolbox to combat the black swans lurking on the financial landscape.
Expect significant post-recession market highs
The market already rallied sharply off the lows from earlier this year, but historical data from secular bull markets shows that more gains—potentially 30% or more—may be on the horizon.
Top viewed
Is the market’s lofty valuation justified in the middle of a pandemic?
Market fundamentals during a pandemic year hardly tell the entire story. Behavioral insights can provide valuable context for making more rational decisions about risk and opportunity.
Why changes to the Dow 30 matter to investors
Changes to the components of the Dow Jones Industrial Average can affect investors’ portfolios and offer a perspective on growing and declining areas of the overall economy.
Gold’s role in portfolios should not just be reactive
Many view gold as an opportunistic “trade.” Investors concerned about risk management, and optimized returns in favorable environments, should consider gold as a key portfolio element.
A mixed tactical picture for markets
The market typically goes sideways for some time following longer-duration breadth thrusts. Such consolidation periods usually take place early in a new bull market and resolve to the upside.
How advisors address the uncertainties of retirement-income planning
We look at how several financial advisors address the question: ‘How can retirees reconcile their practical need for capital appreciation with their strong desire for capital preservation?’
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Trending on social media
The economy and the virus
The odds of another nationwide shutdown are low and economic data is improving. Equity markets should rise as companies, and consumers, continue to adapt to a challenging environment.
Delivering relationship-based financial planning
Luis Padilla states, “My philosophy over the years has been that if you make the relationship highly valuable to clients, not only will they benefit, but your business will grow.”
Growing firm revenue by recruiting successful advisors
Rob Santoriello maintains a program of growth for his firm that includes recruiting high-quality financial advisors—and placing the needs of clients at the forefront of his team’s efforts.
50-person ‘marketing team’ supplements current client referrals
Learn how advisor Marc D’Elia uses his membership in one of the largest business networking organizations to maintain a consistent flow of client referrals.
Delivering risk-managed investment strategies to Florida Retirement System employees
Edgardo Castro uses a risk-managed investment approach and financial education—along with his extensive knowledge of the Florida Retirement System—to attract, guide, and retain clients.
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