Why Proactive Money Management Makes Sense for Clients

Sep 13, 2017

We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your attitude and outlook on life.

I made one of those memories just this past December. I was trying to convince another professional in our industry (a relatively new advisor with our firm) why active, tactical portfolio management was superior to the archaic, passive “buy-and-hold” model.

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