Integrity, Trustworthiness and serving your Best Interest matters

by Bob | 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

by Bob | 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

by Bob | 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 

by Bob | 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...

Part 1: Closing Education Gaps and how to defend against Bias

by Bob | Nov 2, 2022 | Investment

Part 1:  Education Gaps, Career, Bias, Toilet Paper and Low Cost Funds By Bob Peters || November 1, 2022 What I hope you take away from this blog post -Finding your career in life is not always obvious with your academic pursuits. -Each of us makes decisions that are...