The Best of
Proactive Advisor Magazine:
Volume 34
Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 34.”
Please scroll down to view our editors’ picks, our top-viewed articles, and pieces trending on social media.
A passion for empowering clients
Advisors Tara Nolan and Kris McKinney prioritize “helping clients achieve a sense of control over their current finances—and their financial future.”
Putting pullbacks in perspective
Investors should make a plan with their financial advisors that addresses market pullbacks and is informed by historical perspective, not emotion.
The pitfalls of DIY investing for your clients
Investor biases work against successful DIY investing. Turnkey investment management can help investors overcome emotional roadblocks to profits.
How advisors are addressing the FIRE movement
The financial independence, retire early (FIRE) movement has attracted many devotees. How are financial advisors helping guide clients seeking FIRE?
Putting the right team on the field
As in baseball, a well-balanced team is the key to portfolio construction. A blend of risk-managed strategies can seek risk-adjusted returns in different conditions.
A historical look at rates, debt, and real liquidity
Tony Dwyer notes how similar the current volatility is to that in 1994 and 2018. He expects a summer equity rally that may face challenges in the fall.
Recession unlikely in 2022
First Trust says a recession may come but is probably two years away, corporate earnings could exceed expectations, and equities may rebound this year.
Trend-following strategies: Dealing with ‘whipsaws’
Whipsaws can be the cost of doing business for trend-following investors—especially if you want to avoid deep losses during severe bear markets.
Guiding clients on the path to financial security
Advisor Gary Duell says his firm’s process emphasizes lifetime income solutions, risk management, minimizing fees, retirement tax planning, and legacy planning.
Judge recession risks for yourself
One recession-forecasting methodology finds the economy has headed south when the year-over-year change in corporate bond yields and oil prices tops 100%.
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The dollar’s 8-year cycle
Tom McClellan writes that the dollar is in the ascending phase of an eight-year cycle, which should mean a rise until a top around August 2024.
Why active investment management makes sense for clients
Advisor Lanny Marks teaches clients that active portfolio management evaluates and adjusts investment allocations based on empirical information, not emotion.
Key operating principles help differentiate an RIA firm
Financial advisor Richard F. Grant Jr. shares how clearly communicating key operating principles to prospects helps set his independent RIA firm apart.
Helping clients create a lasting legacy
Advisor Trevor Cochrane creates financial plans that “echo into the next generation” by helping clients manage risk, preserve assets, and pursue growth.
Successful advisors on the top benefits of outsourced investment management
Outsourced investment management offers advisors access to innovative solutions and more time for client relationships and building their businesses.
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