MarketWatch featured Robert on competing with finfluencers for young clients: don’t tell them their sources are lying — engage respectfully, ask questions Shark Tank-style, and let them discover the gaps themselves. Read the full article →
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’s caution anchors this Investopedia piece: AI doesn’t think critically or form new ideas — think of it as a fancy Google — so review its cited sources the way you’d vet a stranger’s investment tip. Read the full article →
Can ChatGPT Revolutionize Your Retirement Strategy? Read More »
Robert covers Colorado 529 advantages — the CollegeInvest state tax break, tax-free growth, and $25/month minimums — plus the flexibility point he gives clients: at $30,000, unused funds can convert to a Roth IRA if college isn’t the path. Watch the segment →
529 plans make tax-free college saving easier than ever for Coloradans Read More »
Robert offered on-air advice on saving for children’s college — how to start, where the tax advantages are, and how to keep flexibility if plans change. Watch the segment →
Saving for your kids’ college funds Read More »
Robert explains why the TCJA cliff makes planning tricky — advisers effectively need to run two financial plans for clients because nobody knows when or whether the law will sunset. Read the full article →
Tax Cuts and Jobs Act Expirations: Changes That May Impact You Read More »
Robert warns the couple off asking an insurance salesperson for advice, suggests a lower-cost financial coach, and prescribes the order of operations: kill high-interest debt, max employer plans, and get both budgeting and investment costs down. Read the full article →
Fortune quoted Robert on the market’s rebound to record highs: all-time highs are exciting but expected in a growing market — like announcing once a summer that a tree hit a new all-time height. Read the full article →
The S&P is back to record highs — proving the wisdom of buying and holding Read More »
Business Insider quoted Robert on lifestyle creep — earn more, spend more, get stuck. His fix: route raises somewhere other than your checking account, because if your net pay doesn’t visibly rise, you don’t feel the need to spend it. Read the full article →
‘White Lotus’ star Jason Isaacs and the trap of lifestyle creep Read More »
Robert is the lead profile in this Barron’s Advisor feature: after his original niche fizzled, he rebuilt Delagify around detail-oriented clients — engineers, geologists, analytical professionals — leading with his auditor’s background: an auditor on your side. Read the full article →
Why Financial Advisors Sometimes Switch Client Niches Read More »
