by Linda Ferentchak | Sep 8, 2021 | UpClose
10 best/worst market days: Does it matter? 10 best/worst market days: Does it matter? It’s not about missing the best or worst days of the market; it’s about staying with a disciplined investment plan for the long run. One fail-safe sign of individual...
by David Wismer | Aug 25, 2021 | Advisor Interviews
Advanced strategies for wealth management and asset protection Advanced strategies for wealth management and asset protection David L. Rhodes, CFP, MBA • Bryan, TXThe Rhodes Financial Group • Cetera Advisor Networks LLCRead full biography below...
by Proactive Advisor Magazine | Aug 11, 2021 | Practice Management Tips
Joseph St. Pedro • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc. I believe many attributes distinguish our firm from a competitive standpoint. We have a long history of success in serving clients in our area and a highly...
by David Wismer | Aug 11, 2021 | UpClose
The ascendancy of active risk management? The ascendancy of active risk management? In addition to the broad performance story of 2020, financial advisors cite many benefits to an investment approach incorporating dynamically risk-managed strategies....
by David Wismer | Aug 11, 2021 | 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....
