Quoted by The Wall Street Journal on parents saving for their children’s adult lives: ‘I think you either need to be comfortable with your kids struggling or you need to set aside some money now.’ Link goes to the freely available syndicated copy. Read the full article →
US parents are setting aside thousands of dollars for their kids to use as adults Read More »
Robert is quoted on the difficulty of values-based investing when clients disagree about which companies are ‘good,’ and on why he keeps communication limited on divisive issues: expressly stating personal beliefs rarely gains a client but easily loses one. Read the full article →
Roe v. Wade highlights how some advisers navigate controversial issues on social media Read More »
Investor’s Business Daily interviewed Robert for this feature on why clients hide spending from their financial advisers, and why honesty — in both directions — is the foundation of a working advisory relationship. Read the full article →
Clients Who Lie: Embarrassed by Their Spending, Some Clients Fib Read More »
Robert serves as the article’s main explainer of inflation, describing it as too many dollars chasing scarce resources and noting that inflation is an average — some prices outpace it while others lag, with energy then the biggest driver. Read the full article →
Inflation Impact: 2012 Prices vs. 2022 May Not Be as Different as You Think Read More »
Written after the terra/luna collapse, this piece gathers five experts’ advice on surviving crypto crashes. Robert leads with tip #1, ‘Don’t Go All In’: crypto should be part of a balanced portfolio, with most people allocating no more than 5% to an asset this risky. Read the full article →
5 Expert Tips for Protecting Yourself From the Next Crypto Crash Read More »
Wealth Management’s feature on the technology advisors actually want included Robert’s perspective as a data-focused planner on where wealthtech helps clients and where it falls short. Read the full article →
What Advisors Want From WealthTech Read More »
Policy Genius covered new research connecting the mood of popular music to stock market movements. Robert provided expert commentary on investor sentiment and what it should (and shouldn’t) mean for a long-term plan. Read the full article →
Popular music and the stock market: research shows a surprising connection Read More »
R Persichitte won an award for his work related to data analytics. The analysis is a huge part of how we plan for the future, but it’s also a tool to help ensure children have access to quality education. In this analysis, Mr. Persichitte looked at where money was getting spent and where the program
Data Analytics Award Read More »
Robert shared tax-filing guidance for college students with MSU Denver RED, drawing on his work directing the University’s free VITA tax-preparation program. Read the full article →
Tax tips for college students Read More »
