by Jerry Wagner | Jul 28, 2021 | UpClose
In investing, as in life, it’s all relative In investing, as in life, it’s all relative In creating a portfolio, it is important to reflect varying frames of reference. This can be achieved by using diversified asset classes in multiple risk-managed...
by David Wismer | Jul 14, 2021 | Advisor Interviews
Specialists in wealth management and retirement planning Specialists in wealth management and retirement planning Parker Molitor • Chad Molitor, LUTCF • Murfreesboro, TNRAI Advisors • LPL FinancialRead full biographies below Proactive Advisor Magazine:...
by David Wismer | Jun 23, 2021 | Advisor Interviews
Guiding clients on the path to ‘true wealth’ Guiding clients on the path to ‘true wealth’ Frank A. Leyes, ChFC • Roanoke, VAFrank A. Leyes & Associates • Commonwealth Financial NetworkRead full biography below Proactive Advisor Magazine: Frank, talk...
by Jerry Wagner | May 26, 2021 | UpClose
Why 2020 was a rare opportunity to judge an active manager’s performance Why 2020 was a rare opportunity to judge an active manager’s performance We often say that to judge an active manager’s performance, you need to evaluate it over at least an...
by David Wismer | May 26, 2021 | Advisor Interviews
A proactive approach to building and preserving client assets A proactive approach to building and preserving client assets Jim Herzog • Clint Braswell • Bill Drexler, CFP, ChFC • Rockledge, FLFinancial Cornerstone Group • J.W. Cole Financial Inc.Read...
