A Brief History of Money

By J.K. Roberts, CFP, CRPC | April 3, 2016 | Comments Off on A Brief History of Money

A Brief History of Money Ancient Phoenicians were traders and Merchants. While their culture was developing, trading was a simple bartering process. Items were exchanged on the basis of their usefulness. The currency of their time was cattle, goats, pigs and other livestock. Trading across…

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What’s a Financial Advisor Worth?

By J.K. Roberts, CFP, CRPC | March 30, 2016 | Comments Off on What’s a Financial Advisor Worth?

The Vanguard Group, which is the world’s largest mutual fund company and is known for catering to “do it yourself” investors, admits that working with a financial advisor pays off. The conclusion of Vanguard’s study, “Quantifying Vanguard Advisor’s Alpha” is that working with an advisor…

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Investing 102

By J.K. Roberts, CFP, CRPC | March 21, 2016 | Comments Off on Investing 102

In my Investing 101 post, we talked about the basics of investing. We briefly covering the history of the stock and bond markets, which has led to ever complicated financial products. We also delved into the basic components of investing. This led to discussing the…

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Investing 101 – How To Begin

By J.K. Roberts, CFP, CRPC | March 13, 2016 | Comments Off on Investing 101 – How To Begin

What is Investing? Many people ask me about investing. How do I get started? What should I invest in? These questions always lead to longer discussions with folks. During these conversations, I often note that many people are aware of many of the products available.…

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The Fiduciary Standard and Retirement

By J.K. Roberts, CFP, CRPC | March 7, 2016 | 1 Comment

The Fiduciary Standard Yesterday, the Department of Labor implemented new rules that requires all financial service companies to act as a fiduciary for their clients. Starting April 10th, 2017, the Fiduciary Rule will prevent financial advisors from charging outrageous fees in client retirement accounts. This important change is like…

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