Chuck Roberts has served as Managing Director/Investments at Stifel’s New York City branch since early 2016. Serving ultra-high net worth clients, Chuck Roberts draws on in-depth knowledge of a broad array of products, including exchange traded funds (ETF). ETFs are most simply described as a basket of securities that prices throughout the day and trades on a public exchange, like stocks. ETFs are versatile trading and investment vehicles in that they can be used to help pursue a broad array of investment objectives. Launched in the early 1990s primarily for institutional investors, ETFs have become increasingly popular in that most feature low internal expenses, provide more transparency to the investor, and can be used as tax-efficient investment vehicles when incorporated into a buy-and-hold strategy. ETFs have opened the doors to many asset classes and strategies. It is important to consult with your financial advisor to determine which ETFs may be suited to your individual si
Chuck Roberts, Managing Director/Investments of the CR Wealth Management Group of Stifel, provides comprehensive wealth management strategies for his clients throughout the United States. One of the factors Chuck Roberts considers before creating a wealth management plan for a Stifel client is his or her time horizon . One of the most important considerations for an investor is how much time he or she is able to dedicate to investing. Simply put, each investor should ask themselves how long they intend to hold an investment. If you are investing with a certain goal in mind, for example, raising your child’s college money or your own retirement savings, then accurately determining your time horizon will help your financial advisor create an appropriate plan for you. The last thing you want to happen is to invest in a long-term, low-return security and fail to accrue enough money for your goal or invest in a high-risk, short-term security, only to have your investment wiped out in a mar