David Wismer

RT @ProAdvisorMag: Practice management tip from Carla Zevnik-Seufzer of @ClearStepFinanc: Setting client expectations around active managem…

RT @ProAdvisorMag: Successful financial advisors discuss how they focus on financial education in their practices. https://t.co/S4pcAyXpS1…

RT @ProAdvisorMag: Investors have been hit with the worst combination of rate moves. Actively managed strategies with low stock/bond correl…

RT @ProAdvisorMag: Financial advisor David Wood of @SecuritiesAm explains how he reinforces client relationships with personalized communic…

RT @ProAdvisorMag: UpClose by Jill Zucker & Vlad Golyk of @McKinsey: The wealth-management industry will change in the next 10 years due to…

RT @ProAdvisorMag: Active investment management, with a focus on mitigating risk, fits well with the underlying philosophy of applied behav…

RT @ProAdvisorMag: Advisor Benjamin Barbour shows how he strives for meaningful client relationships and delivers measurable impact through…

RT @ProAdvisorMag: The market hasn’t been rewarding earnings beats alone. Companies that also beat sales estimates and raise guidance have…

RT @ProAdvisorMag: With a dovish Fed, trillions of dollars on the sidelines, increased vaccinations, and an expanding economy, First Trust…

RT @ProAdvisorMag: Learn how advisor Marc D'Elia CLU, ChFC, WMCP uses his membership in one of the largest business networking organization…

RT @ProAdvisorMag: Behavioral finance is now part of the investing lexicon, but are advisors really using the discipline—and in ways that b…

RT @ProAdvisorMag: Should an investment in gold be a key element of effectively diversified and risk-managed portfolios? https://t.co/5QE5B…

RT @ProAdvisorMag: Another Editors' Pick feature: How independent advisors define their role in serving clients by David Wismer #financiala…

RT @ProAdvisorMag: The Best of Volume 27 are here! Check out this Editors' pick: Understanding gold’s performance under different market s…

RT @ProAdvisorMag: Another Spotlight article: Can lower returns lead to more money in retirement? by Dave Witkin https://t.co/ZMKKWLly5Z #…

RT @ProAdvisorMag: This issue's Spotlight is on #retirement. Read one of the featured articles,"10 reasons investors need active management…

RT @ProAdvisorMag: UpClose this issue: Is the #market’s lofty valuation justified in the middle of a #pandemic? by Richard Lehman #investin…