Blog

Friday, October 14, 2022

Congratulations to our newest "Raise the Flag" participants! We are always humbled and excited to work with such amazing people and organizations through our "Raise the Flag" initiative. For October, we are highlighting the wonderful...

Monday, September 19, 2022

What is Raise the Flag? A “give back” campaign intended to increase awareness of the charities/organizations our clients support. Michael Roberts Associates will be making a $100 donation to each participating organization....

Monday, September 12, 2022

We are excited to introduce Jesse Farley as our marketing intern for the fall of 2022! His focus will be on brand marketing, social media marketing, and events. Jesse is a welcomed addition to our team.

Friday, August 12, 2022

A “give back” campaign intended to increase awareness of the charities/organizations our clients support. Michael Roberts Associates will be making a $100 donation to each participating organization.

Thursday, July 21, 2022

In effort to highlight our amazing family of clients, last month Michael Roberts Associates launched Raise the Flag – a “give back” campaign intended to increase awareness of charities/organizations that our clients support.

Show All

Wednesday, May 11, 2022

Volatility is uncomfortable. No one enjoys seeing their portfolio decline in value. However, volatility is the price of admission to the stock market. It is what allows us to achieve an annualized return of 12% since 1980.

Monday, April 4, 2022

You’ve been working with a wealth manager for a few years now. Your savings are built up to a level that makes both mathematical and behavioral sense to you e.g., 3-12 months of expenses built up, targeted savings bucket for big...

Saturday, January 15, 2022

2021 highlighted the momentum-like nature of market cap weighted indices. Despite all the chop we saw from the average stock in the US, an index like the S&P 500 was able to stay above its 50-day moving average 91% of the time. Talk...

Monday, November 15, 2021

Among my many conversations with clients this past week, three of them were with people roughly my age who were contemplating what the next 10 years will look like for them. All three had essentially the same thought and wanted to...

Monday, November 1, 2021

We find ourselves in the heart of earnings season as US stocks continue to print new all-time highs. The story of Q3 was not one of market euphoria or investor complacency. Rather, the true story consisted of seasonal trend, bond...

Monday, July 12, 2021

Q2 2021 is in the books. We enter the month of July with US equities trading at all-time highs, interest rates forming multi-month lows, and volatility returning to pre-pandemic levels. The current news narrative is centered around...

Monday, May 17, 2021

We all have a story of someone in our lives who is either exceptionally good with managing money or conversely, someone who struggles to avoid common financial mistakes. There is debate in terms of whether people are inherently good or...

Tuesday, April 20, 2021

Welcome to the first edition of the Michael Roberts Associates Technical Corner bulletin. Each quarter for the remainder of 2021, we’ll review global market developments through the lens of technical analysis. Now, what is...

Wednesday, February 17, 2021

If you are like many of us, you may have heard the acronyms “ESG” or “SRI” pertaining to investing, but have not really understood what they mean. Environmental/Social/Governance and Socially Responsible...

Monday, February 8, 2021

The relationship between the US dollar and risk assets is quite an interesting one. The dollar is considered the world’s reserve currency as majority of globally traded commodities are priced in US dollars. During turbulent...

Thursday, January 21, 2021

"Those who fail to learn from history are condemned to repeat it." - Winston Churchill "What is done is done: and the cracked egg cannot be cured." - Howard Pyle, quote from the Merry Adventures of Robin Hood "Don't throw the past away...

Wednesday, December 2, 2020

Posted by Rachel Roney on Wed, 12/02/2020 - 09:38 As we reflect on 2020 and look with optimism and hope toward 2021, here are a few thoughts to share with you this Holiday Season. These thoughts are primarily mine, but I think a lot of...

Wednesday, September 23, 2020

"Fundamentals might be good for the first third or first 50 or 60 percent of a move, but the last third of a great bull market is typically a blow-off, where the mania runs wild and prices go parabolic." - Paul Tudor Jones. The above...

Tuesday, September 22, 2020

On any given day when Michelle steps into the office, she’s already tended to 40+ chickens, 30+ pigs, 20+ ducks, 10+ turkeys, twin teen-agers, Richard and Grace, her husband Dan, a multi acre vegetable garden, 3 cats and a dog!...

Thursday, September 3, 2020

Several years ago, I observed a friend as he sat down at Turning Stone Casino to play Blackjack. I am not a gambler myself (I’ll get into that later) but we were there for dinner, and he decided to play a few hands before we were...

Wednesday, August 5, 2020

Resilient and overvalued. That is certainly one way to describe the Growth factor of the US stock market. With companies like Nvidia, Autodesk, Visa and Dexcom all trading at greater than 15x price to sales, a reasonable investor may...

Monday, October 28, 2019

Although there were several speakers that covered economics, markets and portfolio construction topics, my thoughts expressed here are geared more toward the planning and operational aspects. All of the break-out and general sessions I...

Thursday, October 10, 2019

 Original posted Friday, March 29, 2019 Advisors Rachel Roney and Sonnet Loftus CERTIFIED FINANCIAL PLANNER ™ professional attended the 2019 Investment News Women to Watch awards luncheon dedicated to honoring outstanding...

Thursday, October 10, 2019

Original posted Thursday, July 27, 2017 Michael Roberts Summer BBQ was a big success! We had a great crowd of over 130 people come out last Thursday to help us celebrate summer and raise awareness and money for Clear Path for Veterans,...

Thursday, October 10, 2019

Originally posted July 24, 2019 PASCAL’S WAGER APPLIED TO FINANCIAL MARKETS Hello Friends, Welcome to Summer. This weekend should continue our streak of 90-degree weather after a cool and wet Spring. The stock market has been...

Thursday, October 10, 2019

Original Posted March 01, 2019 Dear Friends & Clients, Welcome to the beginning of March. Here in Syracuse where the winters are long and bitter, we always welcome the dawn of Spring! We want to update all of you on our RIA-Broker...

Wednesday, October 9, 2019

On July 21st, MRA president Neil Hoyt and the rest of the MRA staff welcomed 140 guests to the Greenwood Winery in E. Syracuse for their annual Summer Celebration. Clients, colleagues, and members of the business community listened as...

Wednesday, October 9, 2019

Originally posted Wednesday, October 19, 2016 I was interviewed for an upcoming article in the CNY 55 Plus Magazine. While the topic was focused on the financial and legal effects of marrying later in life (55+), the discussion brought...

Wednesday, October 9, 2019

Originally posted Wednesday, June 22, 2016 One of the most rewarding aspects about being in business is the connections we make with other businesses and charitable organizations in our community. Over the years we have supported many...

Wednesday, October 9, 2019

Originally posted Thursday, July 28, 2016 At Michael Roberts Associates, it is important for us to share with clients and the greater community not only what we do as a firm, but also what causes we care about. This year, we chose to...

Wednesday, October 9, 2019

Originally posted Wednesday, April 20, 2016 With the 2015 Tax Filing deadline now in the rear view mirror, many individuals, especially those who had to pay significant Federal or State tax, are thinking through ways that they might do...

Wednesday, October 9, 2019

Originally posted Monday, December 28, 2015 Hello my friends. Today is Sunday Dec 20th. I’m in my office now writing this after a quick stop at Wegmans. For those of you unfamiliar with Wegmans it is only the world’s...

Wednesday, October 9, 2019

Originally posted Wednesday, November 16, 2016 Happy Thanksgiving! Tales of people donating their time, talents and money to help others, especially during this time of year are plentiful. I am moved to hear about so many of our...

Wednesday, October 9, 2019

Originally posted Monday, March 28, 2016 Hello my friends. Spring is in the air… Perhaps not in Syracuse where it is snowing today, but hopefully wherever you reside, and most definitely on the Calendar. I thought I would take...

Wednesday, October 9, 2019

Originally posted Wednesday, September 21, 2016 Welcome to Autumn! We enter the fall season following the most beautiful summer I remember in my 25 years in Syracuse. It was also a strong period for the stock market with the S&P 500 up...

Wednesday, October 9, 2019

Originally posted Tuesday, May 24, 2016 “I’m turning Japanese. I think I’m turning Japanese. I really think so.”1 One of the very interesting aspects of our job as financial planners is listening to our many...