by David Wismer | May 11, 2022 | Advisor Interviews
Helping clients create a lasting legacy Helping clients create a lasting legacy Trevor Cochrane, CRPC • Fort Worth, TXReverb Financial • Securities America Inc.Read full biography below Proactive Advisor Magazine: Trevor, talk about how you see your...
by Grant and Greg Morris | May 11, 2022 | UpClose
Trend-following strategies: Dealing with ‘whipsaws’ Trend-following strategies: Dealing with ‘whipsaws’ Followers of a rules-based, trend-following investment approach know that whipsaws can be the “cost of doing...
by David Wismer | Mar 23, 2022 | UpClose
Do behavioral biases also affect financial advisors? Do behavioral biases also affect financial advisors? Individual investors have well-documented behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit...
by David Wismer | Feb 16, 2022 | UpClose
New Year’s resolutions—or setting achievable goals? New Year’s resolutions—or setting achievable goals? Financial advisors can more effectively help clients meet their investment objectives if they incorporate risk-managed, goals-based strategies—as...
by David Wismer | Feb 9, 2022 | Advisor Interviews
Guiding clients in a ‘plan first, invest second’ philosophy Guiding clients in a ‘plan first, invest second’ philosophy Shannon LaRosse • Birdsboro, PAStrategic Wealth Advisory • USA Financial Securities Corp.Read full biography below Proactive Advisor...
