by Proactive Advisor Magazine | Apr 27, 2022 | Practice Management Tips
Lanny Marks, CPA, CFP, AEP • Boca Raton, FL.Marks & Associates • Securities America Inc. I think most financial professionals of my generation were introduced to the business when it was dominated by stocks, bonds, mutual funds, buy-and-hold...
by David Wismer | Apr 13, 2022 | UpClose
Behavioral biases: ‘I’ll see it when I believe it’ Behavioral biases: ‘I’ll see it when I believe it’ Data will normally regress to the mean or average, yet investors often remain “anchored” to recent trends. Dynamic, risk-managed strategies are...
by David Wismer | Apr 13, 2022 | Advisor Interviews
Empowering clients through education and collaboration Empowering clients through education and collaboration Lanny Marks, CPA, CFP, AEP • Boca Raton, FLMarks & Associates • Securities America Inc.Read full biography below Proactive Advisor...
by David Wismer | Mar 23, 2022 | Advisor Interviews
Behavioral guidance keeps clients focused on the long term Behavioral guidance keeps clients focused on the long term Ryan Gorman, CFA, CMT, BFA • Grand Rapids, MICallesen Wealth Management • Independent Financial Partners Read full biography below...
by David Wismer | Mar 2, 2022 | UpClose
Why risk management matters for all investors Why risk management matters for all investors Goals-based investment planning benefits from recognizing the many types of risks that investors face. It is also served well by incorporating modern portfolio...
