by David Wismer | Nov 18, 2020 | Advisor Interviews
Advisors and active management: Grounded in behavioral finance Advisors and active management: Grounded in behavioral finance Financial advisors are increasingly recognizing the importance of applied behavioral finance theory in guiding their clients....
by C. Thomas Howard | Nov 18, 2020 | UpClose
Encouraging a long-term investment perspective Encouraging a long-term investment perspective Applying behavioral concepts can help clients develop a long-term investment perspective and “stay in their seats” when being bombarded by highly emotional...
by David Wismer | Nov 4, 2020 | Advisor Interviews
Providing highly professional guidance to clients Providing highly professional guidance to clients Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLC Read full biography below Proactive Advisor Magazine: Bill, what do you most enjoy...
by David Wismer | Oct 21, 2020 | UpClose
From Aristotle to active investment management From Aristotle to active investment management Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach...
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...
