Author: J.K. Roberts


Retirement Consolidation

You’ll have many jobs, but only one retirement.  You’ll also have many 401k plans, but you only need one retirement account. When you’re done working

Quarterly Market Updates

Third Quarter Update

Hello everyone, I wanted to reach out as the third quarter of 2021 has just ended. The markets have been volatile lately. It’s common to


2021 Semi-Annual Review

I hope your 2021 is treating you better than 2020! As this year rolls on, it looks like we are finally putting the past to


2020 End of Year Review

As 2020 comes to an end, I wanted to reach out and wish everyone a Merry Christmas and Happy Holidays! I also wanted to congratulate


The Short Recession

The U.S. is officially in a recession according to the National Bureau of Economic Research (NBER). It normally takes nine months to a year for


2020 Q1 Report

Stranger Than Fiction I read countless books during the Great Recession trying to understand how we found ourselves in a ‘once in a generation’ economic

Market News

Positive News

There’s a bit of positive market news today that I wanted to pass along. I routinely monitor the Asian markets opening as well as Dow

Market News

Covid Disruption

I hope you and your families are safe and healthy. Money is the last thing that everyone needs to be worrying about while everything is


What the Fed

The Dow Jones Industrial Average (DJIA) posted it’s third-worst point drop in history yesterday. It fell by 1,031 points, which was a decline of -3.56%.


2020 Outlook

‘THE STOCK MARKET just keeps on climbing and Federal Reserve boss Alan Greenspan is making a massive amount of money available for the economy. Greenspan