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You can have a less stressful life with Relationships

You can have a less stressful life with Relationships

by Bobpeters1800 | Apr 7, 2023 | Behavior

Giving and Receiving make for lifelong friendships By Bob Peters || March 7, 2023 Going to School on someone else’s life experience  One of the benefits of aging is that you accumulate experiences and memories.  Fortunately, most of the ones I remember are positive...
Integrity, Trustworthiness and serving your Best Interest matters

Integrity, Trustworthiness and serving your Best Interest matters

by Bobpeters1800 | Feb 1, 2023 | Education

Integrity, Trustworthiness and Your Best Interest Matters when considering a Financial Advisor By Bob Peters || Feburary 1, 2023 Integrity will define how the world sees you…and your Financial Advisor Integrity is the practice of being honest and showing a consistent...
Financial Literacy increases your wealth and the Importance of Simplicity

Financial Literacy increases your wealth and the Importance of Simplicity

by Bobpeters1800 | Jan 19, 2023 | Education

Financial literacy increases your wealth, Simplicity is Good…and my Dad By, Bob Peters || January 19, 2023 What I hope you take away from this blog post Professor Annamaria Lusardi has generated some great research on the impact of Financial Literacy or the lack...
Part 3:  Interest Rates matter and how Inflation is fought

Part 3: Interest Rates matter and how Inflation is fought

by Bobpeters1800 | Dec 1, 2022 | Investment

Part 3:  Risk Free rates and the Price of Investments, The Yield Curve, The Fed, Inflation and Matching Investments By Bob Peters || December 1, 2022 What I hope you take away from this blog post -The price of Fixed Income investments decreases as interest rates paid...
Part 2:  Diversification, the Power of Staying the Course, Duration and Jane 

Part 2: Diversification, the Power of Staying the Course, Duration and Jane 

by Bobpeters1800 | Nov 20, 2022 | Investment

Part 2:  Pursuing Diversification, the Power of Staying Invested, Savings vs Investing, the importance of Matching, Duration By Bob Peters || November 20, 2022 What I hope you take away from this blog post -Some people will be compensated with the stock of their...
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About Me

Bob Peters- My Dad Advisor

My name is Bob Peters and I have spent 36 years in Commercial and Investment Banking leadership working with small, medium and large public and private businesses.  I currently serve as a director of a family office and have many years of teaching financial literacy to young audiences.

My mission is to empower young people with knowledge early in their lives. I truly believe that everyone has the potential to live a financially secure life if they embrace the importance of education and self-discipline. 

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