Proactive Advisor Magazine

Proactive Advisor Magazine focuses on supporting and educating financial advisors about active investment management with innovative, original content. It has a broad reach among financial professionals who guide clients in investments and managing portfolios. Each edition highlights an experienced investment advisor who shares valuable insights on active money management, client service, and various investment strategies. Moreover, the magazine delves into timely topics that are significant to the world of active management.

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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.
Is the yield curve's predicted recession arriving?

1 week ago | proactiveadvisormagazine.com | Tom McClellan

Elon Musk’s recent feud with President Trump received a lot of media attention. As one of the salvos in this feud, Musk posted on X, “The Trump tariffs will cause a recession in the second half of this year.”I agree with the forecast, although not necessarily with the cause he cited. If a recession was going to happen anyway, and tariffs merely make it worse, then did the tariffs cause the recession? That is a rhetorical question for which there can be no satisfactory answer.
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.