Stranger Than Fiction

By J.K. Roberts, CFP, CRPC | May 18, 2020 | 0 Comments

I read countless books during the Great Recession trying to understand how we found ourselves in a ‘once in a generation’ economic collapse. My wife couldn’t stand the fact I kept delving into such heavy topics at the time. She was always bugging me to…

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Searching for Support

By J.K. Roberts, CFP, CRPC | March 9, 2020 | Comments Off on Searching for Support

The New York Stock Exchange (NYSE) suspended trading for 15 minutes just after the opening bell this morning. This happened because the NYSE hit the first of three circuit breakers that call for a trading curb. These circuit breakers suspend trading when the markets drop…

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Investment Alert: Coronavirus

By J.K. Roberts, CFP, CRPC | February 25, 2020 | Comments Off on Investment Alert: Coronavirus

The Dow Jones Industrial Average (DJIA) posted it’s third-worse point drop in history yesterday. It fell by 1,031 points, which was a decline of -3.56%. The two previous 1,000 point plus declines were in February of 2018. The market fell by -4.6% and -4.15% at…

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A look back at 2019

By J.K. Roberts, CFP, CRPC | January 30, 2020 | Comments Off on A look back at 2019

‘THE STOCK MARKET just keeps on climbing and Federal Reserve boss Alan Greenspan is making a massive amount money available for the economy. Greenspan has engineered the biggest expansion of money supply in the Fed’s history in the weeks leading up to the end of…

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May You Live in Interesting Times

By J.K. Roberts, CFP, CRPC | October 11, 2019 | Comments Off on May You Live in Interesting Times

The third quarter of 2019 was a wild ride. In the month of August alone, the S&P 500 moved more than 1% in half of the month’s trading sessions. We also saw the worst trading day of the year on August 5th. There were two…

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