Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

August 29 2018

Longest Bull Market:  How Long Can It Go?

We are currently in the longest running bull market recorded since World War II. On Tuesday, Aug.21, the current bull market, which started on March 9, 2009, tied the previous record and a few days later broke the record after hitting all-time highs ...

August 01 2018

Investor Insights - August 2018

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

July 02 2018

Investor Insights - July 2018

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

June 01 2018

Investor Insights - June 2018

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

May 01 2018

Investor Insights - May 2018

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

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.