Proactive Advisor Magazine

Proactive Advisor Magazine Active investment management's free weekly magazine for fee-based advisors Proactive Advisor Magazine is available at no charge.

Proactive Advisor Magazine is dedicated to promoting and educating the advisor community on active investment management through original, leading-edge content. Distribution reaches a wide audience of financial professionals who advise clients on investments and portfolio management. Each issue features an experienced investment advisor who offers insights on active money management, client servic

e, and investment approaches. Additionally, Proactive Advisor Magazine offers an up-close look at topics with current relevance to the field of active management. We are committed to sharing our knowledge base in order to promote active investment management.

Best of Q3 - Social media: Industry analysts remain bullish despite projected Q2 earnings decline
10/03/2023

Best of Q3 - Social media: Industry analysts remain bullish despite projected Q2 earnings decline

Although Q2 2023 earnings for S&P 500 companies are expected to fall 7.2%, bottom-up estimates by analysts show a 12-month SPX price target over 4,800.

Best of Volume 39 - Top viewed: Lowest level for the put/call ratio since 2021
09/30/2023

Best of Volume 39 - Top viewed: Lowest level for the put/call ratio since 2021

Extremely low readings for the put/call ratio can often mean stock prices are reaching a top. But this is not a “signal”—it represents a “condition.”

Best of Volume 39 - Editors' pick: Outsourced investment management offers advisors benefits such as innovative solution...
09/28/2023

Best of Volume 39 - Editors' pick: Outsourced investment management offers advisors benefits such as innovative solutions, more focus on client relationships, and time for business growth.

Outsourced investment management offers advisors benefits such as innovative solutions, more focus on client relationships, and time for business growth.

Clients seeking market opportunities while avoiding major losses may find actively managed strategies attractive for wor...
09/26/2023

Clients seeking market opportunities while avoiding major losses may find actively managed strategies attractive for workplace retirement plans.

Clients seeking market opportunities while avoiding major losses may find actively managed strategies attractive for workplace retirement plans.

Financial advisor Jim Herzog discusses his firm’s process for educating clients about the decisions and tax implications...
09/25/2023

Financial advisor Jim Herzog discusses his firm’s process for educating clients about the decisions and tax implications involved in retirement planning.

Financial advisor Jim Herzog discusses his firm’s process for educating clients about the decisions and tax implications involved in retirement planning.

Analyst Tom McClellan says the peak in the CPI inflation rate in June 2022 could mean a peak in the unemployment rate in...
09/23/2023

Analyst Tom McClellan says the peak in the CPI inflation rate in June 2022 could mean a peak in the unemployment rate in June 2024.

Analyst Tom McClellan says the peak in the CPI inflation rate in June 2022 could mean a peak in the unemployment rate in June 2024.

Unfortunately for those who drive cars or heat their home, the price of crude oil has risen from about $68 per barrel in...
09/22/2023

Unfortunately for those who drive cars or heat their home, the price of crude oil has risen from about $68 per barrel in late July to over $90.

Unfortunately for those who drive cars or heat their home, the price of crude oil has risen from about $68 per barrel in late July to over $90.

Advisor Toby Lewis describes his role as part counselor, teacher, and coach, emphasizing collaboration and education wit...
09/21/2023

Advisor Toby Lewis describes his role as part counselor, teacher, and coach, emphasizing collaboration and education with clients in retirement planning.

Advisor Toby Lewis describes his role as part counselor, teacher, and coach, emphasizing collaboration and education with clients in retirement planning.

High-yield fixed-investment vehicles such as CDs or fixed-rate annuities may be alluring, but they often carry a substan...
09/19/2023

High-yield fixed-investment vehicles such as CDs or fixed-rate annuities may be alluring, but they often carry a substantial hidden cost.

High-yield fixed-investment vehicles such as CDs or fixed-rate annuities may be alluring, but they often carry a substantial hidden cost.

Brian Higdon helps clients align their state benefits with their retirement-planning goals using his extensive knowledge...
09/18/2023

Brian Higdon helps clients align their state benefits with their retirement-planning goals using his extensive knowledge of Kentucky’s retirement system.

Brian Higdon helps clients align their state benefits with their retirement-planning goals using his extensive knowledge of Kentucky’s retirement system.

Strategist Tony Dwyer says lower absolute interest rates in U.S. Treasurys will be the catalyst for economic recovery fr...
09/16/2023

Strategist Tony Dwyer says lower absolute interest rates in U.S. Treasurys will be the catalyst for economic recovery from a soft landing or recession.

Strategist Tony Dwyer says lower absolute interest rates in U.S. Treasurys will be the catalyst for economic recovery from a soft landing or recession.

September is typically the worst market month, averaging a loss of just over 1% since 1928. But the following three mont...
09/15/2023

September is typically the worst market month, averaging a loss of just over 1% since 1928. But the following three months tend to offset those declines.

September is typically the worst market month, averaging a loss of just over 1% since 1928. But the following three months tend to offset those declines.

More retirees want a higher standard of living in retirement and are also living longer. Advisors need to meet those nee...
09/14/2023

More retirees want a higher standard of living in retirement and are also living longer. Advisors need to meet those needs with adaptive investment strategies.

More retirees want a higher standard of living in retirement and are also living longer. Advisors need to meet those needs with adaptive investment strategies.

The U.S. is paying the price of elevated interest rates combined with the rising national debt. First Trust projects deb...
09/12/2023

The U.S. is paying the price of elevated interest rates combined with the rising national debt. First Trust projects debt servicing costs this year at 2.5% of GDP, the highest since 1998—and likely going higher.

First Trust projects U.S. debt servicing costs this year will be at 2.5% of GDP, the highest since 1998—and likely going higher.

Address

3883 Telegraph Rd
Bloomfield Hills, MI
48302

Telephone

+18555437782

Website

Alerts

Be the first to know and let us send you an email when Proactive Advisor Magazine posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Proactive Advisor Magazine:

Shortcuts

Share

Category