Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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...

September 08 2017

Investor Insights: September 2017

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

August 30 2017

Rising Interest Rates Not Always Bad For Stock Prices

The Federal Reserve began raising the Federal Funds interest rate in December of 2015. They raised rates again in 2016 and twice so far in 2017 with the possibility of another increase later this year. With four rate hikes so far in this rate raising...

August 04 2017

Investor Insights: August 2017

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

July 26 2017

Baby Boomer Close to Retirement? Here’s How to Prepare.

 Are you a Baby Boomer close to retirement without the savings you need? If you’re still not ready to retire, you’re not alone. Every day, 10,000 Baby Boomers retire. Yet, 78% of 50-year-olds and 74% of 60-year-olds are behind in saving for retiremen...

July 07 2017

Investor Insights: July 2017

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