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Our Mission

Our Mission

Our mission is to provide personalized wealth planning, advice, and management services to assist with your monetary needs now and in the future.

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About Us

About Us

Our intention is to work alongside you for the duration of your financial life as together we explore a financial course to fulfill today’s needs, tomorrow’s dreams, and a strategy to build a lasting legacy for future generations.

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About Us

About Us

We will do our best to keep you focused on where you want to go, offer advice on how best to get there, and continually remind you of the importance of maintaining a disciplined investment approach to achieve your financial goals.

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Our Firm

Our Firm

We are a Florida Registered Investment Advisory (RIA) firm founded in January 2022 by Tom Robinson, PhD, CFA, CFP, CAIA.

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Our Team

Our Team

Our founder Tom Robinson has over 30 years experience in financial services and financial education. Tom is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.

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Blog

Index Fund Investors – Beware of Zombies!

If you are like most investors today, you likely own index funds in your portfolio, particularly in company retirement plans. Index funds are a very low-cost way of getting exposure to an asset class. Not all asset classes are created

tomrobinson August 3, 2023August 16, 2023 Index Fund Investing Read more

The Perils of Naming Your Estate as the Beneficiary of Your IRA

The individual retirement account (IRA) is a popular savings vehicle for retirement due to its tax advantages. Careful beneficiary planning can maximize these advantages, but one common mistake people make is naming their estate as the beneficiary of their IRA.

tomrobinson July 19, 2023August 16, 2023 Estate Planning, Tax Planning Read more

Economic News June 2023

U.S. Gross Domestic Product (GDP – the total value of goods and services produced in the U.S.) increased 2% in the first quarter of 2023 according to revised estimates from the Bureau of Economic Research at Gross Domestic Product (Third

tomrobinson July 2, 2023August 16, 2023 Market & Economic Updates Read more

June 2023 Market Update

The market performed surprisingly well year to date, despite a continuing rising interest rate environment, continuing global conflict and a widely anticipated recession.   Technology stocks have rebounded in the first half of 2023 resulting in very strong returns for the

tomrobinson July 1, 2023August 16, 2023 Market & Economic Updates Read more

Navigating Social Security Benefits: Eligibility, Amounts, and Timing

As individuals approach retirement, one of the most important financial decisions they need to make is when to start receiving Social Security benefits. The timing of this decision can significantly impact the amount of benefits received throughout one’s lifetime. This

tomrobinson May 1, 2023August 16, 2023 Retirement Planning Read more

Sector Rotation Investing Strategies

Stock sector rotation strategies involve shifting investment funds from one stock market sector to another to maximize returns and minimize risk. This strategy involves analyzing the performance of different stock market sectors and allocating investments to sectors expected to perform

tomrobinson April 30, 2023August 16, 2023 Investing Strategies Read more

The Impact of Behavioral Biases and How to Overcome Them

Investing in mutual funds is a popular strategy for individual investors to build wealth over time. However, many investors tend to underperform the very funds they invest in due to behavioral biases. These biases lead to poor decision-making, ultimately impacting

tomrobinson April 28, 2023August 16, 2023 Human Behavior and Investing Read more

Bond Investment Strategies: Ladder vs. Bullet

Investment markets have been volatile in recent years. In particular, investing in fixed-income securities (bonds) has been challenging in a low-interest rate environment, followed by the current increasing rate environment. There are now good opportunities in the bond market. However,

tomrobinson April 28, 2023August 16, 2023 Bond Investing, Investing Strategies Read more

Should You Convert Traditional IRA Assets to a Roth IRA?

As an individual investor, you might have heard about converting your traditional IRA (Individual Retirement Account) to a Roth IRA. This article will help you understand the advantages and potential drawbacks of making such a conversion and the optimal timing

tomrobinson April 25, 2023August 16, 2023 Retirement Planning, Tax Planning Read more

First Quarter 2023 Market Update

The market had a decent recovery in the first quarter of 2023.  Cumulatively, however the market is still behind where it was at the beginning of 2022.  Technology stocks rebounded in the first quarter of 2023 resulting in strong returns

tomrobinson April 2, 2023August 16, 2023 Market & Economic Updates Read more
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