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…

socially responsible investment

Socially Responsible Investments

By J.K. Roberts, CFP, CRPC | June 14, 2017

When you invest, you’re voting with your money. Despite what happens in Washington D.C., you can always make a difference.…

President Tyler

Presidential Impeachment: Impact on the Stock Market

By J.K. Roberts, CFP, CRPC | May 15, 2017

How would the stock market react to President Trump’s impeachment? Politics is a passionate subject for many, but most would…

Affordable Care Act

The Affordable Care Act

By J.K. Roberts, CFP, CRPC | May 4, 2017

A client I work had taxable income over $300,000 in 2016. The ObamaCare tax on that income was $1,801. This was on the…