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 Flexible Plan Investments, Ltd. | Oct 7, 2020 | UpClose
How gold can help in creating a more optimal portfolio allocation How gold can help in creating a more optimal portfolio allocation The role of gold in investment portfolios: Part II Updated analysis supports an optimal portfolio allocation to gold of...
by David Wismer | Oct 7, 2020 | Advisor Interviews
Teamwork in comprehensive wealth management Teamwork in comprehensive wealth management Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Read full biography below Moses LaCour, MRFC • Houston, TX...
by Flexible Plan Investments, Ltd. | Sep 16, 2020 | UpClose
Understanding gold’s performance under different market scenarios Understanding gold’s performance under different market scenarios The role of gold in investment portfolios: Part I Should an investment in gold be a key element of effectively...
