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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What’s in a name?

By J.K. Roberts, CFP, CRPC | February 29, 2016 | Comments Off on What’s in a name?

How big business uses psychology and marketing to trick you.

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