David Roberts, ChFC, MBA, PMP, EA’s Post

Top CDs Today: Leading 1-Year Rate Dips, but Best Overall Holds at 5.75% I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

Further to the known #transactionmonitoring direction that we are seeing being made a priority issued towards the pensions sector, Central Bank of Ireland have published its 'Regulatory and Supervisory Outlook 2024' report – the first of what will be an annual report setting out their view on the key trends and risks, and regulatory and supervisory priorities.

It’s not just about having enough in the bank; it’s about adjusting your mindset for the changes ahead. Keep reading for some strategies to mentally prepare for the financial transition to retired life. https://ow.ly/Chm350QRPg1

Reminder: you can always find our latest client newsletters featuring market commentary, our positioning, and timely reminders on our website. Let us know if you'd like to be added to our mailing list. Check out this summer's edition here: https://buff.ly/3MwR96K #money #wealth #investing #retirement

How Does the Fed Reduce Its Balance Sheet? I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

Market participants must prepare for the unexpected, ESAs say #Trading #Markets #CapitalMarkets #Supervisors #Geopolitics #Risk #TheDESK European Securities and Markets Authority (ESMA) European Insurance and Occupational Pensions Authority (EIOPA) European Banking Authority (EBA) https://hubs.li/Q02PsLCh0

If you have had any questions. about the Fed and what they do, you should read our latest blog post. If you want to create a plan for your future and retirement, call me to set up an appointment at (913) 914-1944. #FederalReserve #financialplanning #financialplan #retirement

Reminder: you can always find our latest client newsletters featuring market commentary, our positioning, and timely reminders on our website. Let us know if you'd like to be added to our mailing list. Check out this summer's edition here: https://buff.ly/3MwR96K #money #wealth #investing #retirement

𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬 Interest rates and their impact on our finances 📉📈 Interest rates are the heartbeat of our financial system, but did you know how crucial they are when it comes to bonds? 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞 𝐁𝐚𝐬𝐢𝐜𝐬: Set by central banks, interest rates determine how much it costs to borrow money and the returns on savings. Higher rates mean saving is more rewarding, but borrowing is pricier. 🏦 𝐁𝐨𝐧𝐝𝐬 & 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬: Bonds have an inverse relationship with interest rates. When rates go up, the price of existing bonds typically goes down since new bonds come out with more attractive, higher yields. 💼 Whether you're saving for retirement or planning your next big purchase, keeping an eye on interest rates is key. 🔍 💪𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗪𝗶𝘁𝗵 𝗨𝘀: https://lnkd.in/gpc_Xpsi #FinancialFitnessFriday #InterestRates #BondBasics

Further to the known transaction monitoring direction that we are seeing being made a priority issued towards the pensions sector, the Central Bank of Ireland have published its 'Regulatory and Supervisory Outlook 2024' report – the first of what will be an annual report setting out their view on the key trends and risks, and regulatory and supervisory priorities.