Robert Lloyd, CFAJul 1, 2021Getting Nervous, Yet?The S&P 500 is up 15%/yr for the last ten years and up 18.5%/yr over the last three. Is this normal? A recent survey indicates individual...
Robert Lloyd, CFAJan 5, 2021Hello Titanic; Meet IcebergThe current market narrative is dominated by three distinct positive themes: 1. Federal Reserve (“Fed”) Stimulus of $120 billion/month 2....
Robert Lloyd, CFASep 11, 2020Building That Long Term PlanThere is a balance between your desired spending lifestyle and how much money you have to invest.
Robert Lloyd, CFASep 11, 2020Why Work With An Adviser?Here are some factors every investor should consider when evaluating an adviser and his firm: