Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

April 02 2018

Investor Insights - April 2018

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

March 14 2018

The Good, The Bad and Maybe The Unknown About Target Date Funds

The Good Over the past decade the U.S. Target-Date mutual fund category has grown from under $200 billion in assets to over $880 billion as of the end of 2016. These types of investments address the “misallocation” risk that many 401(k) plan particip...

March 01 2018

Investor Insights - March 2018

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

February 02 2018

Investor Insights - February 2018

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

January 03 2018

Investor Insights: January 2018

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

December 20 2017

Investment Considerations for Cash Balance Plans

Cash balance plans have gained in popularity over the last number of years because of the tax savings opportunities available to high-earning business owners and executives. Cash balance plans offer characteristics of both defined contribution plans,...

December 04 2017

Investor Insights: December 2017

See our recap of November's key statistics and market commentary to help guide your investment decisions. 

November 15 2017

Why a Strategic Asset Allocation is Important

An investor’s strategic asset allocation is an investment portfolio’s target mix of different asset categories. Generally, a strategic asset allocation will be rebalanced, commonly annually, to ensure the current investment allocation is not signific...

October 04 2017

Investor Insights: October 2017

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

September 13 2017

Three Quick Tips to Make Your Wealth Last in Retirement

According to U.S. News & World Report, starting in 2012 and spanning 20 years, an average of 10,000 Baby Boomers will reach age 65 each day. That number seems startlingly high, especially considering research shows that many Baby Boomers are not full...