Press

Featured in Bloomberg: 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. 7/3/2025

Featured in WealthManagement:
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. 5/30/2025

Featured in U.S. News & World Report:
In the article “Should You Go to Cash? Read This Before You Sell” by Kate Stalter and Rachel McVearry (May 8, 2025), Robert Jeter offers guidance on the role of cash in a portfolio—highlighting its value as a buffer during volatility while cautioning against over‑allocating and missing out on long‑term market returns. 5/8/2025

Featured in Financial Planning: Rob Burgess’s April 30, 2025 article “Advisors Clamor for Estate Planning Tools as Attorneys Wave Red Flags” notes how advisors like Robert Jeter are increasingly adopting digital estate‑planning tools—while attorneys continue to advise caution. 4/30/2025

Featured in The Wall Street Journal:
In the article “A Strategy for Taking Advantage of the Market Meltdown” by Anne Tergesen (May 2020), Robert Jeter outlines key tactics investors can use to capitalize on distressed market conditions—emphasizing disciplined rebalancing and tactical equity exposure. 3/26/2020