Robyn Gerke @RG_FinanceFun

HEALTH.WEALTH.HAPPINESS. Midwestern Native. Outdoor Enthusiast. Wealth Advisor, CFP. Adventure Seeker. Arizona, USA Joined July 2013

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192
Following

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Forbes @Forbes

2 years ago

It's #WomensHistoryMonth, and we're focused on telling women's entrepreneurial stories. Right now, women are gathered in Abu Dhabi for the #Forbes3050 Summit to celebrate International Women's Day this week. Read more: forbes.com/connect/event/…

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Michael Dow @BeaconPointeCIO

3 years ago

2023 started off strong, & many are wondering, will it last? We covered recent market research & how fears of a recession, the Fed’s take on inflation, & a labor market ‘tug of war’ may affect the remainder of 2023 in our latest 'Macro & Markets' webinar. ow.ly/2GsP50MXkgL

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Your Dollars, Our Sense @GetTheSense

3 years ago

Happy #NationalSavingsDay! What better technique to help save $$$ than the 50/30/20 savings rule of thumb? Unsure what this saving method entails? Our YouTube video explains this easy-to-follow technique! youtube.com/watch?v=b4WQOq…

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Michael Dow @BeaconPointeCIO

3 years ago

After a tumultuous first half of the year, U.S. equities staged a stellar comeback in July despite higher-than-expected inflation data. For those looking for a brief update on the #economy, our monthly Beacon ‘Pointe of View’ is a great resource. beaconpointe.com/beacon-pointe-…

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Beacon Pointe @BeaconPointeRIA

3 years ago

Equity markets tanked on Friday, April 29th and are now down 13% for the year. @BeaconPointeCIO shares some of the causes and what investors should expect going forward in the latest episode of ‘Markets in Motion.’ #recession #inflation #volatility ow.ly/AFfN50IX9ol

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Michael Dow @BeaconPointeCIO

4 years ago

Markets reacted to the situation in #Ukraine this week with stock and commodity markets declining, but the situation is fluid and subject to change. @beaconpointe highlights the implications for #markets and the #economy. beaconpointe.com/russia-invades…

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Robyn Gerke @RG_FinanceFun

4 years ago

I love setting goals and having something to aim for…usually related to my passions of fitness, travel or finance. Here’s one way to evaluate if you’re on track for your phase of life. #financialgoals #discipline #YouGotThis #retirementplanning #checklist #financenerd

Your Dollars, Our Sense @GetTheSense

4 years ago

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Robyn Gerke @RG_FinanceFun

4 years ago

Had a fabulous week with my Beacon Pointe team learning and networking. Thanks to all who made it happen!

Alli Hillgren @AlliHillgren

4 years ago

Had a fabulous week with my Beacon Pointe team learning and networking. Thanks to all who made it happen!

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Michael Dow @BeaconPointeCIO

4 years ago

Both the S&P 500 and the Nasdaq Composite posted their worst months since the onset of the pandemic in January. Our monthly Beacon ‘Pointe of View’ is a great way to quickly get up to speed on #markets and the #economy. beaconpointe.com/beacon-pointe-…

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Michael Dow @BeaconPointeCIO

4 years ago

In case you missed it, the Beacon ‘Pointe of View,’ provides an update on the #market and #asset class movements. For those looking for a brief update on the #economy, this monthly blog piece is a great way to quickly get up to speed. beaconpointe.com/beacon-pointe-…

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Michael Dow @BeaconPointeCIO

5 years ago

Stock prices elevated but not excessive when compared with expected returns on bonds. As bond yields rise, relative value shifts in favor of fixed income. Volatility expected but alternatives to stocks are limited...to Alternatives? nytimes.com/2021/03/05/bus…

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Your Dollars, Our Sense @GetTheSense

5 years ago

We believe finding a financial professional that meets your unique expectations is a worthy undertaking. Here are a few ways to find the #financialadvisor that is right for you and some questions to ask them in your initial evaluation meetings. ow.ly/Ejen50Dxa2j

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Robyn Gerke @RG_FinanceFun

5 years ago

I love this -teaching them young about making an impact.

Green America @GreenAmerica

5 years ago

I love this -teaching them young about making an impact.

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Parametric @ParametricLLC

5 years ago

New blog post: #ClimateRisk, #DiversityandInclusion, #Modern Slavery: Discover why these three themes may animate #ESG investors in 2021. ow.ly/TDe850D5BqU #ResponsibleInvesting #ImpactInvesting

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Your Dollars, Our Sense @GetTheSense

5 years ago

Giving back doesn’t have to end with the #holidays, here are some quick and easy year-end #gifting strategies for those looking to make an impact: ow.ly/Sd8y50CVOf6 #NewYear

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Your Dollars, Our Sense @GetTheSense

5 years ago

Happy #NationalYogaMonth! For all you yogi’s looking for a fun way to unwind some stress midday, @BeaconPointeWAI is hosting a fun interactive virtual event in the coming weeks that is just for you! Learn more about the event and how to register here: ow.ly/Fawf50BrKaR

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Your Dollars, Our Sense @GetTheSense

5 years ago

The #IRS has made several updates throughout 2020 regarding RMDs and IRA withdrawals. If you are interested in learning more about these guidelines, our BP ‘3-in-3’ team covers them in under three minutes: ow.ly/Y0hX50By96V

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Beacon Pointe @BeaconPointeRIA

5 years ago

If you’re curious how advisors work to develop, measure and monitor portfolios geared toward #SRI and #ESG #investing strategies, this blog post gives you an in-depth examination of the process. Read about how your #investments can have an #impact: ow.ly/GMea50ASJa7

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Robyn Gerke @RG_FinanceFun

5 years ago

Thinking about a mortgage refi? Check out this video!

Beacon Pointe @BeaconPointeRIA

5 years ago

Thinking about a mortgage refi? Check out this video!

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Your Dollars, Our Sense @GetTheSense

5 years ago

We’ve seen a lot through the #Coronavirus pandemic, and as states begin to re-open after a long period of social distancing, we wanted to provide and update on the #economy and our perspective on what is next. Read on for @BeaconPointeCIO’s thoughts: ow.ly/J7a750zxLqw