Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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. 

June 21 2017

Shocking Baby Boomer Retirement Statistics That Keep Us Up at Night

In America, we have 75.4 million Baby Boomers. And every day, around 10,000 of them officially retire.

June 02 2017

Investor Insights: June 2017

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

May 24 2017

5 Ways Investors Sabotage Their Own Portfolios

Let me paint a picture. You are at a cocktail party with a friend. He can’t stop talking about the gains he recently made on the latest tech stock investment. You start to feel envious, maybe even a bit angry that you didn’t get in on the investment....

May 19 2017

Are Leveraged ETFs Right for You?

What if someone told you that you had an equal chance of quadrupling your money or of losing four times as much as your bet at the casino? This is essentially the bet that investors will make using two new leveraged exchange-traded funds (ETFs) appro...

May 03 2017

Investor Insights: May 2017

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