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 Richard Lehman | Aug 12, 2020 | UpClose
Is the market’s lofty valuation justified in the middle of a pandemic? Is the market’s lofty valuation justified in the middle of a pandemic? Managers can’t expect to make rational decisions about the risks and opportunities of individual stocks,...
by C. Thomas Howard | Jul 15, 2020 | UpClose
Behavioral finance applied: Strategies, not style boxes Behavioral finance applied: Strategies, not style boxes Applying behavioral finance concepts to fund manager behaviors has proven helpful in selecting top-performing equity funds. In an earlier...
by Jerry Wagner | Jun 10, 2020 | UpClose
Does Warren Buffett believe in “market timing”? Does Warren Buffett believe in “market timing”? Professionals such as Buffett have worked out when they must sell an investment—whether things have changed for the better or for the worse. The average...
by David Wismer | May 20, 2020 | UpClose
10 destructive behaviors of ‘emotional investors’ 10 destructive behaviors of ‘emotional investors’ Behavioral biases exist and subconsciously influence us, many times at a significant cost. The good news is that there are tools that financial advisors...
