Investing 102

By J.K. Roberts, CFP, CRPC | March 21, 2016 | 0 Comments

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…

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Investing 101 – How To Begin

By J.K. Roberts, CFP, CRPC | March 13, 2016 | 0 Comments

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…

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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…

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What’s in a name?

By J.K. Roberts, CFP, CRPC | February 29, 2016 | 0 Comments

How big business uses psychology and marketing to trick you.

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