Q2 Market Commentary

By J.K. Roberts, CFP, CRPC | July 30, 2018 | 0 Comments

The second quarter of 2018 has come to an end. In my first quarter update, I reported that the market news was mixed. The growth in the stock market stalled in January and declined to…

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Free Advice Is Worth Exactly That

By J.K. Roberts, CFP, CRPC | June 13, 2018 | 0 Comments

Recently, the online Q&A website Quora forwarded me this question – Should I hire a Financial Advisor? What are the pros and cons? How much do they cost? That’s a common question I hear from…

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New European Privacy Rules

By J.K. Roberts, CFP, CRPC | June 12, 2018 | 0 Comments

You may have noticed that your email inbox has received numerous privacy notices recently. This is due to the European Union’s new General Data Protection Regulation (GDPR) law. Phoenician Financial Planning, LLC currently has clients…

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Business or Hobby?

By J.K. Roberts, CFP, CRPC | May 16, 2018 | 0 Comments

Creating a sound tax strategy is one of the more important parts of a financial plan. This is especially true for business owners. Every dollar saved on taxes is one that could be put back…

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