Robert Jeter, CFP ®, CRPC

Russell 2K vs. S&P600 YTD. 👀

Non-earners driving the small cap rally.

Proud Dad stuff

This is a pleasant surprise!

Day 1 of new RIA: I’m lucky to have the best clients and support system around me. What is a challenging endeavor has been so enjoyable with such a great support system. Counting my blessings this evening.

Exclusive | Former Social Security Official Pitched an Investment Strategy to Keep Fund Solvent. It Went Nowhere. Scott Coulter got little traction on his idea to avert the trust fund’s insolvency, accelerated by the tax-and-spending bill.

I remember when I was young the political football of "privatizing" Social Security. That was over 20 years ago. Had even a portion been prudently invested like most private retirement assets, solvency risk wouldn't be a word mentioned in the annual report. www.wsj.com/politics/pol...

Got to witness the future of our profession in action this week. These kids are lightyears ahead of where I was. The future is bright.

What happens when your portfolio makes up most of your net-worth

Amen. Back when Fintwit, and Twitter, were much better experiences.

As someone who lives close to a college town in rural America, this frightens me. I'm a part of the some departmental advisory boards and an adjunct and the same thing is happening here too. Less acutely thankfully.

Is "insane depreciation" a new IRS depreciation schedule?😂

Pensions did it. Maybe a lesson here for our OASDI trust fund.