Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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...

February 14 2017

Investor Insights: February 2017

We're excited to launch our Investor Insights newsletter! In this monthly email, we'll share key stats plus our commentary around market news and trends. Our goal is to keep you informed and share insights to help guide your investment decisions.

February 10 2017

How Should Your Investment Accounts Be Titled?

When it comes to their investment accounts, one thing that many people don’t think about is making sure their accounts are titled properly. Correct titling of accounts is essential to ensuring that account ownership is structured properly — which, in...

February 03 2017

Why You Should Analyze Risk-Adjusted Returns — Not Just Absolute Returns

This is the time of year when many people are reviewing their investment performance reports from the year before. During this review, however, most people neglect to analyze one of the most important components of their performance: risk-adjusted re...

January 27 2017

Registered Investment Advisor vs. Big Bank: Which Should You Choose?

When it comes to deciding who will help you manage your investments and retirement savings, you have two main options: a big bank (or wirehouse) or a registered investment advisor (RIA). How can you make the best decision for you?

January 05 2017

Asset Allocation Strategies for Retirement Planning

The final years leading up to your retirement are critical from a financial planning perspective. During the last five to seven years of pre-retirement and the first few years of retirement itself, you will likely need to make subtle shifts in your r...