David Wismer

Bloomfield Hills, Connecticut

Editor at Proactive Advisor Magazine

With tip of the hat to the legendary Joe Walsh, 'The reader you are, the writer you get.' editor Proactive Advisor Magazine.@ProAdvisorMag

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Articles

Faith and finance: Guiding values-based investments

1 week ago | proactiveadvisormagazine.com | David Wismer

Advisors explain how they are meeting the growing client desire for faith-based financial and investment planning—aligning core values with investment strategies. Faith-based investing has seen significant growth in recent years, driven by investors seeking to align their financial decisions with their religious and ethical values.
What is the real key to retirement fulfillment?

1 month ago | proactiveadvisormagazine.com | David Wismer

Retirement planning isn’t just about income—it’s also about helping clients design the lifestyle they want for the years ahead. We have interviewed dozens of financial advisors and wealth managers across the U.S. over the past 11 years. Unsurprisingly, retirement planning—and its investment implications—is a topic we frequently discuss.
Planning for the certainty of uncertainty

1 month ago | proactiveadvisormagazine.com | David Wismer

Michael Freemire, BFA, is the founder of Full Circle Financial of Colorado, a full-service advisory firm in Thornton, Colorado. Mr. Freemire helps clients take a comprehensive view of their finances, working to develop “a proactive plan for advancing their financial future.”Raised in Davenport, Iowa, Mr. Freemire grew up in an entrepreneurial household. His father, a Marine veteran and private pilot, founded a successful freight brokerage firm.
Educating clients toward lifelong financial confidence

2 months ago | proactiveadvisormagazine.com | David Wismer

Harry Headrick is an investment consultant with ECU Asset Management, located at the Longview, Texas, branch. Together, Mr. Headrick and ECU Asset Management offer access to a broad range of financial products and services, including retirement planning, college-savings plans, and many different investment services and products.