Bobby Moyer, CFA, CFP®, CAIA

Bobby Moyer, CFA, CFP®, CAIA Director of Research Senior Portfolio Manager

Recent Posts

October 02 2019

Investor Insights - October 2019

See our recap of September's key statistics and market commentary below.  Noteworthy Numbers The S&P Small Cap 600 Value was the leading asset class of September with a return of 5.72%.   Futures contracts on Brent Crude oil soared as high as 19.5% o...

September 04 2019

Investor Insights - September 2019

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers The yield on the 10-year treasury closed the month at 1.50%. This is a 52 basis point drop during the month. The yield at the end of July was 2.02%.   The S&P S...

August 01 2019

Investor Insights - August 2019

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers The fed lowered the target federal funds rate to 2.25 percent. This is the first rate cut by the Fed since 2008.    Large cap stocks have outperformed small cap s...

July 01 2019

Investor Insights - July 2019

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers The yield on the 10-year US Treasury finished June at 2.00%, its lowest monthly close in years.    The spot price for an ounce of gold closed at $1.428 on June 24...

June 03 2019

Investor Insights - June 2019

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 suffered its first monthly loss of 2019. The index fell 6.35% during the month, but it is still positive by 10.74% year-to-date.    The yield on the 10...

May 15 2019

Does Equity Index Put Writing Belong In Your Asset Allocation?

What kind of investments should investors be looking at when they want stock market exposure but are concerned about stock market volatility? One option worth consideration is put writing, in which you as the investor sell puts on an index like the S...

May 01 2019

Investor Insights - May 2019

See our recap of April's key statistics and market commentary below. 

April 01 2019

Investor Insights - April 2019

See our recap of March's key statistics and market commentary below. 

March 01 2019

Investor Insights - March 2019

See our recap of February's key statistics and market commentary below. 

February 01 2019

Investor Insights - February 2019

See our recap of January's key statistics and market commentary below. 

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