Why Proactive Money Management Makes Sense for Clients

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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Categories: Adam Koos, CFP®, CMT®, Educational Articles, Market Commentary, Published Articles

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