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What is Evidence-Based Investing?

Jun 23, 2017

What Is Evidence-Based Investing? The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care. (1) In the investing world, this translates to a goal of using current evidence to help maximize an individual’s investment returns while minimizing risk…

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Can Longevity Truly be Predicted?

Jun 22, 2017

Every morning, Emma Morano ate a raw egg and biscuits. When she died at age 117 in April of this year, she was the oldest person in the world. She lived in Verbania, a picturesque town situated on Lake Maggiore in northern Italy.1   Violet Brown, who was born in 1900 and lives in Jamaica,…

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The Fiduciary Standard: What It Means

May 26, 2017

The Fiduciary Standard: What It Means     Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1    …

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Are You Ready to Retire?

Apr 24, 2017

Are you Ready to Retire?   Here at Roberts Wealth Management, because we do total wealth management, not just investment consulting, we help our clients consider all aspects of retirement. In fact, we offer two great publications: Your Retirement Income Planning Checklist and The Consumer’s Guide to Finding the Right Retirement Income Planner. Anyone can call our office…

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