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Category: From Rob

September 6, 2016September 6, 2016From Rob

Expense Ratios: What are they and how do they affect my investment?

In order to invest in many different companies with one investment, people can buy mutual funds or exchange traded funds (ETF’s). These […]

March 8, 2016September 8, 2016From Rob

Have you ever reviewed your W-4?

When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources […]

December 1, 2013September 20, 2016From Rob

Understanding the Price to Earnings Ratio

With the market at record highs, there is concern that the market is overvalued. If the market was a bubble in 2007, […]

September 1, 2013September 20, 2016From Rob

Check your withholding

Effective for 2013 (this year), the IRS increased the maximum amount of money that can be set aside in retirement accounts. If […]

June 1, 2013September 20, 2016From Rob

Keep up with tax law changes

At the beginning of the year, there were a lot of changes to our tax laws. It is always a good idea […]

April 24, 2013From Rob

Frontline’s “The Retirement Gamble”

There was a good piece on PBS’s Frontline Show last night. It discussed how ill prepared Americans are for retirement as well […]

January 25, 2013From Rob

Even with ETF’s, You still need an Advisor

I was reading this good interview with Jack Brennan who worked as CEO for Vanguard from 1996 to 2008. Traditionally, it has […]

January 7, 2013From Rob

How does your 401k stack up?

Pension plans are on the way out. The 401k plan has become the default retirement vehicle for the majority of American workers. But […]

January 3, 2013From Rob

You need to be there

When investing in the stock market, it is very difficult to determine when to get in and when to get out. Is […]

December 5, 2012From Rob

Bonds versus Bond Funds

With interest rates as low as they are, I have been wondering about the advantages of holding bonds versus holding bond funds. […]

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My Present

  • Cantlon Financial

My Past

  • Caterpillar
  • Morey Corporation
  • S&C Electric
  • St. Andrew's School
  • U.S. Navy
  • Univ. of Notre Dame

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