by David Wismer | Sep 16, 2020 | Advisor Interviews
Dedicated to a rigorous financial-planning process Dedicated to a rigorous financial-planning process David Turner, MSF, CFP • Greenville-Spartanburg, SC My Planning Pro • LPL Financial Read full biography below Proactive Advisor Magazine: David, talk...
by Jerry Wagner | Sep 2, 2020 | UpClose
Dynamic risk management is right for investor portfolios Dynamic risk management is right for investor portfolios Dynamic risk management—like most investment solutions—may not always be perfect. But it is responsive, ever changing, and puts more...
by David Wismer | Aug 26, 2020 | Advisor Interviews
Delivering relationship-based financial planning Delivering relationship-based financial planning Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC Read full biography below Proactive Advisor Magazine: Louie, talk...
by Grant and Greg Morris | Aug 26, 2020 | UpClose
Old bear, new trick Old bear, new trick Trend following is a risk-management approach more than anything else. It attempts to participate in market upside when it can, but always with a focus on downside protection. Its use as a core investment strategy...
by David Wismer | Jul 29, 2020 | Advisor Interviews
A risk-oriented approach that fits client attitudes and goals A risk-oriented approach that fits client attitudes and goals Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC Read full biography below Proactive Advisor Magazine: Edgardo, talk about...
