by Jerry Wagner | Oct 6, 2021 | UpClose
How clients can find true happiness in their investing How clients can find true happiness in their investing Happiness is achieved through making progress toward a manageable goal. For investors, this means setting attainable and personalized goals...
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 David Wismer | Jun 10, 2020 | Advisor Interviews
How will the pandemic response change wealth management—now and in the near future? How will the pandemic response change wealth management—now and in the near future? The COVID-19 pandemic’s negative impact has been huge, both in terms of lives lost...
by Box Professional Insurance | Apr 22, 2020 | UpClose
Out of left field: Market risk vs. business risk Out of left field: Market risk vs. business risk Financial advisors need to understand the key differences between the kinds of risk that you manage for clients (market risks) and risks to the advisory...
by Proactive Advisor Magazine | Dec 12, 2018 | Practice Management Tips
Jason Palmer, CFP • Cottonwood Heights, UTResonant Financial Planning • OneAmerica Securities, Inc. I offer financial planning to families, individuals, and businesses using a holistic, economics-based approach. We work in concert with our clients to...
