by Richard Lehman | Jun 24, 2020 | UpClose
What happened to the case for active risk management? What happened to the case for active risk management? If formal risk-management strategies provided a demonstrable advantage versus passive strategies during the COVID-related decline of 2020, why is...
by David Wismer | Jun 24, 2020 | Advisor Interviews
Guiding clients toward financial freedom Guiding clients toward financial freedom Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Marc, what is your...
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 Katie Kuehner-Hebert | May 20, 2020 | Advisor Interviews
Financial advisors step up during the shutdown Financial advisors step up during the shutdown The COVID-19 pandemic and resulting stay-at-home orders have significantly impacted how financial advisors are interacting with their clients. Many of their...
by Steve Deppe | May 6, 2020 | UpClose
Is this the greatest trick the market has ever pulled? Is this the greatest trick the market has ever pulled? While there is no shortage of market “experts” willing to proclaim the start of a new bull market, or those saying the bear is far from...
