The Best of
Proactive Advisor Magazine:
Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 31.”
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.
The value of personal advice: Wealth management through the pandemic
PriceMetrix examines an unprecedented year for wealth management. 2020 served as a clear reminder of the value of advisor-to-client wealth-management advice.
Advisors and active management: Grounded in behavioral finance
Financial advisors are increasingly recognizing the importance of applied behavioral finance theory. Active investment management fits well with the underlying philosophy of this approach.
Specialists in wealth management and retirement planning
Advisors Parker and Chad Molitor discuss how wealth management and retirement planning have evolved and what that means for their clients’ financial plans.
Goals and values inform sophisticated client solutions
Financial advisor Emrich M. Stellar Jr. shares how the “Serve First” philosophy—rooted in knowledge, flexibility, and collaboration—applies to financial planning and client service.
Third-party investment management provides a competitive advantage
Financial advisor Joseph St. Pedro believes third-party investment management gives his firm a competitive advantage, especially in the area of risk management.
Outlook positive, but markets are in a rotational no-man’s-land
Our fundamental thesis remains positive, but we believe the markets have been in a rotational no-man’s-land. We may see a rotation back to the areas that benefit from rising rates.
Watch out for September’s ‘weakest week’
September has a reputation for being the worst month of the year for the market. But most people don’t realize that September’s struggles can all basically be attributed to just one week.
Q2 earnings impress, but consumer activity shows signs of weakening
While S&P 500 earnings for Q2 2021 were in many ways the best in over a decade, some recent mixed data suggests a weakening in consumer sentiment and activity.
Think investor sentiment is an insignificant indicator? Think again.
Experts are now combining social media, data science, and behavioral research to give new meaning to the concept of investor sentiment. Some of the results may surprise you.
Rising dividends: A better alternative than bonds?
A 60/30/10 allocation, using a rising-dividend risk-management strategy for 30%, could help investors reach their investment objectives better than the traditional 60/40 allocation.
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Will high taxes restrict economic growth?
History shows that tax collections that represent too high a portion of GDP restrict the economy. The magic number appears to be 18%, as going above that number often results in a recession.
Communication and education are strong foundations for an advisory practice
Frank Leyes discusses how communication and financial education became key foundations of his practice and how they have influenced his mission with clients and his peers.
Forging a strong father-son advisory team
Father-son team Parker and Chad Molitor examine their cohesive approach to business development, financial and investment planning, and serving the overall needs of their clients.
10 best/worst market days: Does it matter?
Investing success is not about missing the best or worst days of the market; it’s about staying with a disciplined and risk-managed investment plan for the long run.
Advanced strategies for wealth management and asset protection
Financial advisor David Rhodes describes his mission to empower and guide clients using education and advanced strategies for wealth management and asset protection.
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