Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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.   

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.