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Phoenician Financial Planning, LLC
Certified Financial Planner / Phoenix, AZ
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Category: News

Pre Election Market Jitters

September 21, 2020 J.K. Roberts, CFP, CRPC

The last few weeks have been pretty volatile and it looks like today will be more of the same. The…

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Posted in: Investing, News, Recession Filed under: 2020, investing, stocks
trump recession

Recession 2020

June 9, 2020 J.K. Roberts, CFP, CRPC

The U.S. is officially in a recession according to the National Bureau of Economic Research (NBER). It normally takes nine…

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Posted in: Investing, News, Recession Filed under: depression, manic, panic, recession, trump recession

Stranger Than Fiction

May 18, 2020 J.K. Roberts, CFP, CRPC

I read countless books during the Great Recession trying to understand how we found ourselves in a ‘once in a…

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Posted in: News, Recession Filed under: depression, investment, recession

Investment Alert: Coronavirus

February 25, 2020 J.K. Roberts, CFP, CRPC

The Dow Jones Industrial Average (DJIA) posted it’s third-worse point drop in history yesterday. It fell by 1,031 points, which…

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Posted in: News
third quarter market commentary

May You Live in Interesting Times

October 11, 2019 J.K. Roberts, CFP, CRPC

The third quarter of 2019 was a wild ride. In the month of August alone, the S&P 500 moved more…

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Posted in: Investing, News Filed under: China, Impeachment, market, Q3, Trade War
stock market sector returns

The worse the news gets, the better the price is.

August 5, 2019 J.K. Roberts, CFP, CRPC

The Dow Jones Industrial Average (DJIA) fell by 961 points today earlier today. While it recovered afterwards, the index still…

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Posted in: Investing, News Filed under: dow jones, Retirement, stock, stock market, trump
Brexit investment impact

What does Boris Johnson mean for your portfolio?

July 30, 2019 J.K. Roberts, CFP, CRPC

As some of you may know, Boris Johnson recently became the Prime Minister of the United Kingdom. He assumed the…

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Posted in: Investing, News

Mid-Year Review

July 8, 2019 J.K. Roberts, CFP, CRPC

‘Sell in May, go away’ is a common adage among traders during the summer months. In general, the market often…

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Posted in: Investing, News Filed under: 2019, bonds, market review, midyear, morningstar, recession, stocks
donald trump impeached

Mueller Report: Impact on Investments

April 22, 2019 J.K. Roberts, CFP, CRPC

The full Mueller Report was released hours before the holiday weekend. The findings in the report have the potential to…

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Posted in: Investing, News Filed under: Impeachment, investing, Mueller, recession, Report, stock market
2019 Q1 Market Performance

Q1 Market Report

April 8, 2019 J.K. Roberts, CFP, CRPC

So far, 2019 has been a good year for the stock market. The S&P 500 index shot up over 14%…

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Posted in: Investing, News, Recession, Retirement Filed under: 2019, investment, market, Q1, recession

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Phoenician Financial Planning, LLC
Phoenician Financial Planning, LLC
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Autumn McClenaghan
Autumn McClenaghan
15:58 26 Apr 16
Connecting with Jay Roberts and switching to Phoenician Financial Planning LLC was the best thing my husband and I did for our financial future. I was beyond frustrated with the lack of customer service I was receiving at Merrill and felt like just another number. Every time I called I got someone new and had to reexplain my situation, questions, and concerns. I was excited to find Jay Roberts, someone who listened, cared, and understood our financial situation and goals. He has always been available when I needed assistance or had a quick question. I highly recommend Phoenician Financial Planning and Jay Roberts to anyone looking for personable, friendly, and easy to understand financial planning. -Autumnread more
Garth Garrett
Garth Garrett
20:18 27 Apr 16
Jay is very personable, and trustworthy. Being a new client I was uneasy about transferring funds, but Jay made it very easy and convenient. I have all confidence he is the best choice when it comes to my financial stability. Thank you Jay for all of your help with my transition.read more
Holly McCleary
Holly McCleary
08:18 26 Apr 16
Leslie pierfelice
Leslie pierfelice
16:38 27 Feb 18
Honest, reliable, ethical, effective and highly recommended. I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert’s level of expertise and accuracy exceeded expectations. He was able to explain in layman’s terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.read more
patrick morales
patrick morales
23:39 20 Feb 18
Jay is a noteworthy financial planner who not only helped me keep all the books for a large account but did so while providing solid advice. He is truly a student of finance and will go above and beyond for you as a client! Even if it means he has to learn your new business venture as he goes! He is very available to concerns and questions and always offers avenues of financial advice. I'm not very good with numbers but Jay is! That's why i'm glad to have him in my corner!read more
Ryan Winkle
Ryan Winkle
23:43 27 Feb 18
Retirement and investing can be lucrative when you have the right help! Thank you Jay for all of your help! I consider myself a decent investor but Jay at Phoenician took me to the next level in my portfolio. Thanks for helping me weather the bad times and cash in on the Good times Jay!read more
Tali R
Tali R
14:49 26 Feb 18
Jay is marvelous! We met through friends a couple years ago and I've been reading his financial articles ever since. I've learned so much! I am starting a business and I am not sure I could have done it without Jay. I have a visual impairment that prevents lengthy research and Jay goes out of his way to provide me with solid advice. I've been recommending him to everyone! I never thought I'd find such a man of integrity in the world of Finance!read more
Charli V
Charli V
18:48 16 Mar 18
Mr. Roberts is a financial professional who deals with you on your level of knowledge without talking down to you, which I found extremely helpful while he helped my partner and me decide how to invest long-term. We also appreciate Mr. Roberts' emphasis on local business and on common sense financial measures. I recommend Phoenician Financial Planning whenever anyone I know is looking for some help with their investments.read more
Kristina Girod
Kristina Girod
20:14 30 Sep 18
Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!read more
Kristina Girod
Kristina Girod
20:14 30 Sep 18
Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!read more
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