Press

People are paying more than ever for insurance to provide financial stability when costly emergencies strike. Yet after hurricanes, floods, wildfires and medical emergencies, policyholders sometimes find that the protection they are paying for is insufficient to cover their costs.

Should you be investing in IPOs? We gave some input to the WSJ on how to think about investing in IPOs within your retirement portfolio. Especially when it comes to position sizing and making sure you aren’t taking on more risk than you can afford.

Almost half of Americans — 47% — don’t have a written financial plan, according to a recent retirement study from the Allianz Center for the Future of Retirement. Working with a financial advisor can help turn haphazard financial preparations into a clearer retirement path.But if you don’t know any financial pros, where do you start?

Many people consider buying a second home in retirement. What if you have one, but you don’t use it. Should you sell it? Or should you rent? This is an issue I’ve run into with clients who are transitioning to life at the beach. We gave some input on things you should consider on your second home.

Robert Jeter, CFP(R) talked to Marketwatch reporter Vanessa Wong on how insurance fits in the budget of the average American. He gave input on how much insurance cost is “reasonable” and how to think about the tradeoffs of insuring a financial liability vs. your day to day cash flows.

I shared some thoughts on what money lessons I wish I knew back when I was in college. Now as an adjunct faculty at Salisbury University, I have a chance to share some of these with the next generation of advisors.

Robert Jeter discusses the investment implications as gold delivered a 23% CAGR over three years, outperforming the S&P 500 — but as a hedge, it should remain a modest part of a diversified portfolio.

Robert Jeter, CFP®, CRPC®, was quoted in a Bloomberg article by Julia Black titled “Is It Too Late to Buy Stocks? Where to Invest With the S&P 500 at All-Time High.” He offered insights on how long-term investors might approach today’s market highs with discipline and perspective.

Alex Ortolani’s May 28, 2025 article, “Cerulli: 23 % of Affluent Investors Still Open to Commission‑Based Fees,” highlights that even as the advisor industry shifts toward fee-based models, a notable 23 % of affluent investors remain open to commission-based advisor compensation—underscoring diverse client preferences.