Jeff Robin, CFP®
8568 Goodwood Boulevard
Baton Rouge, LA 70806
(225) 960-2290

 

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

 

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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.