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...
by David Wismer | Aug 26, 2020 | Advisor Interviews
Delivering relationship-based financial planning Delivering relationship-based financial planning Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC Read full biography below Proactive Advisor Magazine: Louie, talk...
by David Wismer | Jul 15, 2020 | Advisor Interviews
How advisors address the uncertainties of retirement-income planning How advisors address the uncertainties of retirement-income planning Our article, “‘Going broke’ is still chief retirement concern,” asked the question, “How can retirees reconcile...
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...
