Chartered Financial Analyst®
Certified Financial Planner™
BIOGRAPHY
Robert earned his Bachelor of Science in Computer Engineering from the University of Illinois at Chicago. He attended DePaul University to complete his Master’s in Finance and has also earned the Chartered Financial Analyst® designation. Robert worked as an equity options trader on the floor of the Chicago Board of Trade where he was responsible for trading profitably and managing risk. Following the financial markets and reading about the economy is a passion of his.
In his free time, Robert enjoys exploring America’s national parks and nature walks, going on road trips, watching and reading sci-fi, fly fishing, golfing, working out, and riding his Harley Davidson motorcycle.
Robert's Latest Contributions
Direct indexing gives investors the ability to mimic the performance of an index such as the S&P 500 by purchasing its underlying stocks to create a customized portfolio. Since you can’t invest directly in an index, most investors will buy an exchange-traded fund (ETF) or mutual fund to replicate its performance. When you own shares […]
As you may have heard, the collapse and takeover by the Federal Deposit Insurance Corporation (FDIC) of Silicon Valley Bank (SVB) and Signature Bank has driven the recent volatility and investor concern of “contagion” in financial markets. SVB, the 16th biggest bank in the US, had operated as a major funding source for Silicon Valley […]
At year-end 2021, the S&P 500 closed at an all-time high, with many stocks hitting never-before-seen market caps. Companies exhibited record earnings, and housing prices soared in many parts of the country. Inflation fears were muted, and investors were accustomed to an easy money Federal Reserve (Fed). However, as the calendar flipped to 2022, little […]