by David Wismer | Nov 17, 2021 | UpClose
Why clients should follow their investment playbook Why clients should follow their investment playbook Financial advisors often use sports analogies when educating clients about investment concepts. Football offers many valuable principles that relate...
by Ian Naismith | Sep 22, 2021 | How I See It
Wow! Time flies. This marks my 20th article for Proactive Advisor Magazine in six years. We are now into that quirky time of year for the market, namely the last two weeks of September and the first two weeks of October. Drawdown and gyrations happen...
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....
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....
