2018 Market Review and a Look Forward

By J.K. Roberts, CFP, CRPC | February 8, 2019 | Comments Off on 2018 Market Review and a Look Forward

Reaching the peak of a mountain is the easy part. Once you’ve reached the top, you need to start planning for the descent. And that’s where things get tricky. While most metrics are pointing to a healthy economy for 2019, the stock market has continued…

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Year End Tax Ideas

By J.K. Roberts, CFP, CRPC | December 20, 2018 | Comments Off on Year End Tax Ideas

The year is quickly coming to an end. While you should be focused on spending time with family and friends, make sure to get your finances in order for the new year. Here are a few ideas on how to close out the year. Contribute…

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How long will the down market continue?

By J.K. Roberts, CFP, CRPC | November 14, 2018 | Comments Off on How long will the down market continue?

The stock market has been pretty volatile over the last couple of months while the bond market continues to decline as interest rates rise. Now that the mid-term elections have passed, things should calm down a bit. That might not be much comfort if your…

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Q3 Year to Date Returns

By J.K. Roberts, CFP, CRPC | September 28, 2018 | Comments Off on Q3 Year to Date Returns

Overall, it’s been a slow year for diversified portfolios. Moderately allocated portfolio’s are averaging 3.15% for the year. The highest returns this year are coming from small cap growth funds. That style of investment is very aggressive. In 2008, the index fell 40.32%. From a…

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Q3 Market Commentary

By J.K. Roberts, CFP, CRPC | September 27, 2018 | Comments Off on Q3 Market Commentary

Quarterly rebalancing is coming up this week and I wanted to pass along some of the changes I plan on making to your portfolios. The overall asset allocations will continue to focus on market risk and the investing time horizon. The changes that are being…

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