Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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. 

January 03 2019

Investor Insights - January 2019

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

December 03 2018

Investor Insights - December 2018

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

November 01 2018

Investor Insights - November 2018

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

October 02 2018

Investor Insights - October 2018

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

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