Active investment management’s weekly magazine for fee-based advisors
The Best of Proactive Advisor Magazine

Volume 10

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 10,” as chosen by our editor, readers, and followers on social media.

Editor Picks
<p style="text-align: center;"><strong>Chosen by our editor</strong></p><br>
Survive and thrive in the next bear market by David Lucca | Volume 10, Issue 1Investment managers have enjoyed a rising market for years. History tells us the next bear market will be coming along again eventually, if not soon.
A more efficient (and profitable) frontier by David Witkin | Volume 10, Issue 5 | Active management makes creating an optimal portfolio easier, as studies show strategies based on momentum & value can provide returns with less volatility.
Helping clients ‘ride the wave’ (Advisor Interview: Stephen Ambrosini) by David Wismer | Volume 10, Issue 3 | “You need to have a way to get through that inevitable monster wave in decent shape.”
Are T-bonds repeating last year’s pattern? by Tom McClellan | Volume 10, Issue 4Seasonality is not historically part of T-bond price trends. You can calculate an annual seasonal pattern but that doesn’t mean it will be reliable.
Starting a financial office from scratch (Advisor Tips and Tools: Gretchen Ricker) | Volume 10, Issue 10Starting a financial office from scratch, I have many priorities but on top are offering excellent service to current clients & to grow the client base.
Top Viewed
<p style="text-align: center;"><strong>Chosen by our audience</strong></p><br>
10 reasons investors need active management in retirement by Linda Ferentchak | Volume 10, Issue 8Without employment earnings to offset portfolio losses, protecting portfolio value is essential for retirees. Do so with an active management portfolio.
A focus on building personal client relationships (Advisor Tips and Tools: Donovan Davis) | Volume 10, Issue 6The key to a personal advisor-client relationship is to spend time early in the process really getting to know clients. What makes them tick? What are their ultimate dreams?
Life happens. Plan for it. (Advisor Interview: Karen DeRose) by David Wismer | Volume 10, Issue 6 | “My passion is listening to clients and translating their wants, needs, and values into a plan that builds and preserves their wealth over their lifetime.”
Fiduciary responsibility in a world where industry bashing is the norm by Greg Gann | Volume 10, Issue 3 | To truly act as a fiduciary, an advisor should have extensive knowledge about a client’s personal situation in every way reasonably possible.
The benefits of simplicity-for strategists and investors by Linda Ferentchak | Volume 10, Issue 4 | Occam advocated the simplicity principle – financial simplicity – as a form of risk management. Every hypothesis has the possibility that it may be wrong.
Trending on Social
<p style="text-align: center;"><strong>Determined by Social Media interaction</strong></p><br>
Why goals-based investing makes sense by David Wismer | Volume 10, Issue 7 | Fee-based financial advisors can more effectively help clients meet their objectives if they incorporate goals-based investing strategies.
A repeatable process: The only thing we can control by John Kosar | Volume 10, Issue 2 | A diverse set of tools will generate directional signals in different investment time horizons and can be used to implement a repeatable investment process.
The volatility cycle by Charlie Bilello | Volume 10, Issue 6 | An anomaly of CAPM known as the low volatility effect argues that portfolios of low volatility stocks tend to produce higher risk-adjusted returns than portfolios of high-volatility stocks.
Now’s the time for value stocks by John Reese | Volume 10, Issue 2 | Are value stocks making their long-awaited comeback? It certainly seems that way and about time. US value stocks have been lagging growth stocks since 2006.
The problem with pie charts by Greg Gann | Volume 10, Issue 9Relying on a 30-year-old asset-allocation model makes little sense in today’s investment environment.

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