Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

April 12 2017

6 Things Nobody Told You About Trading ETFs

ETFs are a popular investment option for both individual investors and financial advisors serving their client’s investment needs.

April 06 2017

Investor Insights: April 2017

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

April 05 2017

Six Tough Questions to Ask a Potential Financial Advisor

 It’s one of the most important decisions you’ll make in your financial life, if not the most important decision. We’re referring to your choice of a financial advisor. The benefits and rewards of making a good choice are tremendous. Namely, you will...

March 24 2017

Tax-Loss Harvesting: How You May Benefit from Investment Losses

Ever heard someone say an investment loss may be beneficial? Sounds counter-intuitive, right? Interestingly enough, there are situations in which an investment loss may be beneficial for your situation. Benefitting from investment losses involves tak...

March 15 2017

5 Steps for Dealing with Market Volatility

If you are going to be an investor, then you have to get used to the idea of market volatility. There’s simply no way around it.

March 08 2017

Investor Insights: March 2017

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

March 08 2017

Marriage Investment Planning When One Spouse is Risk Averse

According to a survey conducted by the American Institute of Certified Public Accountants (AICPA), financial matters are the most common source of discord in marriages. The survey found that financial matters are the source of three arguments per mon...

March 03 2017

Is There Still a Place for Active Investment Management?

There is a perceived notion that technological advances have rendered actively managed mutual funds obsolete. However, nothing could be further from the truth. In point of fact, approximately 70% of U.S. assets are invested in actively managed funds.

February 24 2017

Is Active or Passive Investing Right for You?

The decision between active and passive investing is not an easy one. One can see the arguments on both sides. In order to make an informed decision, it’s important to first understand the distinction between the two. Let’s take a look…

February 15 2017

Going Beyond the Risk Tolerance Questionnaire

One of the most important factors to take into consideration when formulating an investing strategy is your level of risk tolerance. This will help determine whether you should choose more or less risky investments for your portfolio and retirement a...