The Best of
Proactive Advisor Magazine:
Volume 33
Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 33.”
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.
Clients still need—and want—to build wealth after retirement
Many retirees are seeking a higher standard of living, while also living longer. Advisors need to meet those twin challenges with highly adaptive income- and growth-oriented investment strategies.
Inflation perceptions and the ‘money illusion’
Inflation is as much of a perceptual issue as an economic one. It’s just as important for advisors to understand how clients view inflation as it is to effectively manage its impact on their portfolios.
In the investment world, change is a constant
Financial advisors must always be prepared for change as they guide their clients. Portfolios designed with multiple risk-managed strategies can help—actively adapting to different market conditions.
Guiding clients in a ‘plan first, invest second’ philosophy
Advisor Shannon LaRosse advises clients to ‘plan first and invest second.’ She says a comprehensive planning process facilitates the development of a truly goals-based investment approach.
How advisors successfully grow with next-generation clients
It is critical to build relationships with younger individuals still in the accumulation phase. “Next-gen clients” will grow faster and likely use an advisor’s services for decades to come.
Q4 GDP beats estimates at 6.9% annual rate
Real GDP grew 6.9% in Q4, beating the consensus for 5.5%. Real GDP was up 5.5% in 2021, the fastest growth since the Reagan boom in 1984. However, 2022 will likely slow to around 2.5% growth.
Volatility continues, but longer-term outlook is positive
Strategist Tony Dwyer sees continued volatility in the first half of the year, but intermediate and longer-term opportunity as Fed policy and the economic outlook become clear.
Social Security seminars help attract new clients
Financial advisor Shannon LaRosse discusses how educational seminars on timely Social Security topics serve as a valuable marketing tool for her firm, leading to complimentary initial consultations.
Why clients should follow their investment playbook
Football offers many principles that relate well to investment management. Including actively managed strategies in client portfolios may enhance the probability of being “on the winning team.”
A-D line for bond closed-end funds shows liquidity problems
Bond CEFs provide a meaningful message about the health of the liquidity stream that affects the entire stock market. Their recent A-D line bearish divergence with the S&P 500 should be noted.
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Addressing the personalized needs of every client
Advisor Daniel Weiss says his firm strives to help clients “develop, implement, and monitor a financial strategy designed to address their unique perspective and circumstances.”
Why risk management matters for all investors
Modern portfolio strategies that can help provide long-term portfolio growth—while proactively managing risk—fit well with the principles of goals-based investment planning.
Converting positive feedback into new business
Learn how advisor Steve Molesky uses educational seminars to help promote client satisfaction and, ultimately, convert positive client feedback into a stream of new, prospective clients.
Investors Intelligence data nearing parity
A recent Investors Intelligence survey shows bulls fell to 32.2%, and bears were at 31.0%—the lowest bull-bear spread since the COVID crash in March 2020.
Why advisors use third-party active management to mitigate risk and volatility
Mitigating risk and volatility are the biggest portfolio-construction challenges for many advisory firms. Successful advisors explain how third-party active investment management can help.
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