david wismer

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flexibleplan.com/insights/remem… @djwizmo @agilbertwriter

Editors' Pick by @AdamKoos: We counsel our clients not to worry about what other people are doing in the short term, even if one of them might be considered "the best investor in the world." ow.ly/7Kb950EjVJk #financialplanning #investing #behavioralfinance

Practice management tip from Carla Zevnik-Seufzer of @ClearStepFinanc: Setting client expectations around active management #investments #financialplanning #wealthmanagement #activemanagement #riskmanagement #financialadvisors ow.ly/q3SS50EnO0A

Successful financial advisors discuss how they focus on financial education in their practices. ow.ly/lIvY50Epz6t #financialeducation #financialadvisor #financialplanning #wealthmanagement #investing #activemanagement

Investors have been hit with the worst combination of rate moves. Actively managed strategies with low stock/bond correlations may be a good alternative. #treasuryrates #bonds #investing #stocks #activemanagement ow.ly/2s2s50EpD6U

Financial advisor David Wood of @SecuritiesAm explains how he reinforces client relationships with personalized communications outside of regular progress reviews. #financialliteracy #financialadvisor #wealthmanagement #investing ow.ly/gJO750EsoEP

UpClose by Jill Zucker & Vlad Golyk of @McKinsey: The wealth-management industry will change in the next 10 years due to evolving customer segments, technological advances, and shifting competitive dynamics. ow.ly/cpnn50EtiLL #wealthmanagement #investing #fintech

Active investment management, with a focus on mitigating risk, fits well with the underlying philosophy of applied behavioral finance theory. proactiveadvisormagazine.com/advisors-and-a… #portfoliomanagement #riskmanagement #wealthmanagement #financialadvisors #investing #behavioralfinance

Advisor Benjamin Barbour shows how he strives for meaningful client relationships and delivers measurable impact through innovation, service, and education. ow.ly/jabw50EB5Mj #riskmanagement #activemanagement #financialadvisors #financialplanning

The market hasn’t been rewarding earnings beats alone. Companies that also beat sales estimates and raise guidance have a better shot at market gains. ow.ly/kaAd50EBWYM #earningsseason #earnings #profitmargins # #stockmarket #sales #investing

With a dovish Fed, trillions of dollars on the sidelines, increased vaccinations, and an expanding economy, First Trust believes the market is undervalued. ow.ly/MD4N50EBXj1 #marketvaluation #gdpgrowth #gdp #covid19 #usdollar #usd #stocks #investing

Learn how advisor Marc D'Elia CLU, ChFC, WMCP uses his membership in one of the largest business networking organizations to maintain a consistent flow of client referrals. ow.ly/uQWo50EDAMs #financialplanning #financialadvisors #financialservices #investing

Behavioral finance is now part of the investing lexicon, but are advisors really using the discipline—and in ways that best impact their practices? ow.ly/IfJA50EEAix #behavioraleconomics #investing #behavioralfinance #wealthmanagement #riskmanagement

Should an investment in gold be a key element of effectively diversified and risk-managed portfolios? ow.ly/Jwww50EGy5F #investing #assetallocation #portfoliomanagement #gold #markets #investments #activemanagement #riskmanagement

Another Editors' Pick feature: How independent advisors define their role in serving clients by David Wismer #financialadvisor #volatility #investing #financialplanning #wealthmanagement ow.ly/elgA50BHSZs

The Best of Volume 27 are here! Check out this Editors' pick: Understanding gold’s performance under different market scenarios by Flexible Plan Investments, Ltd. ow.ly/g7WZ50BGQeI #investing #markets #gold #assetallocation #bullion #activemanagement

Another Spotlight article: Can lower returns lead to more money in retirement? by Dave Witkin ow.ly/gK2L50BECiZ #investing #retirement #portfoliomanagement #financialplanning

This issue's Spotlight is on #retirement. Read one of the featured articles,"10 reasons investors need active management in retirement" by Linda Ferentchak, below! #financialplanning #retirementplanning #wealthmanagement #investing #activemanagement ow.ly/DsE650BAlvb

UpClose this issue: Is the #market’s lofty valuation justified in the middle of a #pandemic? by Richard Lehman #investing #economy #covid19 #financialadvisor #behavioralfinance ow.ly/ZCIS50BzkZO