RB

Robert Burgess

Rob Burgess is a 33-time award-winning journalist who has extensive experience leading newsrooms and working in television, podcasts, radio, print and online.

Most recently, he was technology reporter for Wealth Management Magazine; editor of the Wabash Plain Dealer; news editor of NUVO; managing editor of the Indiana Lawyer; and city editor, opinion page editor and Editorial Board member of the Kokomo Tribune. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television.

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    • Financial Planning
      66 articles

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    • How advisors' daily routines do and don't change during crises
      11 Apr—Financial Planning
      With the recent tariff-induced volatility, some advisors have been thinking twice before jumping into bond funds, but for those still interested, knowing the details can help choose the right one. 6h ago Retirement Forget retirement buckets. Advisors prefer these withdrawal strategies The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions. By Elijah...
    • We've been here before: Advisors share lessons from past financial crises
      7 Apr—Financial Planning
      After President Donald Trump announced his "Liberation Day" reciprocal tariffs late Wednesday, the stock market took a massive nosedive, with the market turmoil continuing this week.
    • The 10 best- and worst-performing technology ETFs of the past 3 years
      10 Apr—Financial Planning
      Fueled by the rise of artificial technology and its associated infrastructure, many technology ETFs have experienced phenomenal growth over the past few years. Chris Ward, founder and senior wealth manager at EntryPoint Wealth Management in Cincinnati, said tactical asset allocation to tech ETFs can add value to a client's portfolio through reduced volatility, lower risk metrics and the same or better investment performance over time. He said until recently, he had kept the Roundhill...
    • —Financial Planning
    • —Financial Planning

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