Q3 Year to Date Returns

By J.K. Roberts, CFP, CRPC | September 28, 2018 | 0 Comments

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…

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Q3 Market Commentary

By J.K. Roberts, CFP, CRPC | September 27, 2018 | 0 Comments

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…

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Net Unrealized Appreciation

By J.K. Roberts, CFP, CRPC | September 19, 2018 | 0 Comments

If you have company stock in your 401k plan, you may want to consider a setting up a tax strategy that takes advantage of net unrealized appreciation (NUA). When done correctly, NUA potentially save you…

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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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