books for investors

Books for Investors

By J.K. Roberts, CFP, CRPC | December 7, 2017

Being a well read financial advisor is critical part of helping clients succeed in their goals. Most of the time,…

How Registered Investment Advisors Are Different

By J.K. Roberts, CFP, CRPC | October 21, 2017

There are about 285,000 financial advisors nationwide. Quick question… how many of them do you think are legally required to…

ESG – Environmental and Social Governance Investments

By J.K. Roberts, CFP, CRPC | October 18, 2017

Eighty percent of investors want their investments to deliver competitive returns while promoting positive social and environmental outcomes. For younger…

Financial Plan document

Building a Financial Plan

By J.K. Roberts, CFP, CRPC | September 13, 2017

If you’ve paid for financial advice before, you know it can be expensive. Building a proper financial plan can take…

Fiduciary Rule

By J.K. Roberts, CFP, CRPC | June 27, 2017

Fiduciary Standard A fiduciary is a person or organization that is bound both legally and ethically to act in your…