Proactive Advisor Magazine

Best of Q3 - Social media: Industry analysts remain bullish despite projected Q2 earnings decline

Industry analysts remain bullish despite projected Q2 earnings decline Although Q2 2023 earnings for S&P 500 companies are expected to fall 7.2%, bottom-up estimates by analysts show a 12-month SPX price target over 4,800.

Best of Volume 39 - Top viewed: Lowest level for the put/call ratio since 2021

Lowest level for the put/call ratio since 2021 Extremely low readings for the put/call ratio can often mean stock prices are reaching a top. But this is not a “signal”—it represents a “condition.”

Best of Volume 39 - Editors' pick: Outsourced investment management offers advisors benefits such as innovative solutions, more focus on client relationships, and time for business growth.

Why outsourced investment management works: Insight from top advisors Outsourced investment management offers advisors benefits such as innovative solutions, more focus on client relationships, and time for business growth.

Clients seeking market opportunities while avoiding major losses may find actively managed strategies attractive for workplace retirement plans.

Retirement readiness: How actively managed retirement accounts can help Clients seeking market opportunities while avoiding major losses may find actively managed strategies attractive for workplace retirement plans.

Financial advisor Jim Herzog discusses his firm’s process for educating clients about the decisions and tax implications involved in retirement planning.

Comprehensive education informs the retirement-planning process Financial advisor Jim Herzog discusses his firm’s process for educating clients about the decisions and tax implications involved in retirement planning.

Analyst Tom McClellan says the peak in the CPI inflation rate in June 2022 could mean a peak in the unemployment rate in June 2024.

Unemployment to rise into 2024 Analyst Tom McClellan says the peak in the CPI inflation rate in June 2022 could mean a peak in the unemployment rate in June 2024.

Unfortunately for those who drive cars or heat their home, the price of crude oil has risen from about $68 per barrel in late July to over $90.

Crude oil’s relentless march higher Unfortunately for those who drive cars or heat their home, the price of crude oil has risen from about $68 per barrel in late July to over $90.

Advisor Toby Lewis describes his role as part counselor, teacher, and coach, emphasizing collaboration and education with clients in retirement planning.

Coaching clients in achieving their retirement goals Advisor Toby Lewis describes his role as part counselor, teacher, and coach, emphasizing collaboration and education with clients in retirement planning.

High-yield fixed-investment vehicles such as CDs or fixed-rate annuities may be alluring, but they often carry a substantial hidden cost.

The hidden cost of fleeing from equities to CDs and fixed-rate annuities High-yield fixed-investment vehicles such as CDs or fixed-rate annuities may be alluring, but they often carry a substantial hidden cost.

Brian Higdon helps clients align their state benefits with their retirement-planning goals using his extensive knowledge of Kentucky’s retirement system.

Educating teachers on retirement plan options Brian Higdon helps clients align their state benefits with their retirement-planning goals using his extensive knowledge of Kentucky’s retirement system.

Strategist Tony Dwyer says lower absolute interest rates in U.S. Treasurys will be the catalyst for economic recovery from a soft landing or recession.

Will markets find a ‘soft-landing’ catalyst? Strategist Tony Dwyer says lower absolute interest rates in U.S. Treasurys will be the catalyst for economic recovery from a soft landing or recession.

September is typically the worst market month, averaging a loss of just over 1% since 1928. But the following three months tend to offset those declines.

Is September following history as the year’s weakest month? September is typically the worst market month, averaging a loss of just over 1% since 1928. But the following three months tend to offset those declines.