by Jerry Wagner | Dec 15, 2021 | UpClose
Would your client portfolios benefit from ‘just in case’ risk management? Would your client portfolios benefit from ‘just in case’ risk management? Since 2000, there have been three S&P 500 Index bear markets—defined as a decline of 20% or...
by David Wismer | Dec 8, 2021 | Advisor Interviews
A Socratic approach to meeting clients’ retirement objectives A Socratic approach to meeting clients’ retirement objectives Mark Mensack, AIFA • Malvern, PAPhronetic Retirement Advisors • Prudent Champion Inc. • Securities America Inc.Read full...
by David Wismer | Dec 8, 2021 | UpClose
Wealth-management trends: The benefits of third-party active investment management Wealth-management trends: The benefits of third-party active investment management Several studies assess advisor attitudes about outsourced portfolio management and risk...
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....
