Taxes Due Today!

By J.K. Roberts, CFP, CRPC | April 18, 2016 | Comments Off on Taxes Due Today!

Taxes due today! Due to a holiday, you had a couple extra days to finish up with your taxes. Taxes give us the roads we drive on, the schools we’ve attended, and the police and fire protection we rely on. Of course, even with the many…

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Investing on the Cheap

By J.K. Roberts, CFP, CRPC | April 15, 2016 | Comments Off on Investing on the Cheap

What is Value? The Bugatti Veyron is a hand built supercar. It has 16 cylinders, four turbochargers, 1,001 horsepower, goes from 0-60 in 2.5 seconds, and holds a world record for having a top speed of 254 miles per hour. A new one can cost…

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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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