Bobby Moyer, CFA, CFP®, CAIA

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

Recent Posts

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...

December 29 2016

Chasing Performance When Choosing Mutual Funds Can Be A Big Mistake

One of the most common investing mistakes is known as “chasing performance.” This occurs when investors base their buy and sell decisions primarily on how a mutual fund or asset class has performed during a previous short-term time period, such as la...

December 21 2016

4 Strategies For Avoiding the Trap of Emotional Investing

One of the biggest mistakes of many investors is making retirement investing decisions based on their emotions. Doing so can lead to buying high and selling low — which is the exact opposite of a successful retirement investing strategy.

June 29 2016

The Brangover – Brexit and its impact on the markets and your portfolio

Last week, the United Kingdom (UK) voted to leave the European Union (EU). This decision caught the markets by surprise, as many believed the vote would be close but not favor a leave.