Robert Jeter, CFP ®, CRPC
@backbayfp.bsky.social
Owner of Back Bay Financial Planning & Investments | Bethany Beach,DE | Retirement & Tax expert | Fishing & Hunting
Russell 2K vs. S&P600 YTD. 👀
Non-earners driving the small cap rally.
Non-earners driving the small cap rally.
October 14, 2025 at 5:48 PM
Russell 2K vs. S&P600 YTD. 👀
Non-earners driving the small cap rally.
Non-earners driving the small cap rally.
Proud Dad stuff
September 9, 2025 at 10:53 PM
Proud Dad stuff
This is a pleasant surprise!
NHC Atlantic Outlook update for Sun, 07 Sep 2025 05:17:53 UTC
Additional Details Here.
Additional Details Here.
September 7, 2025 at 10:58 PM
This is a pleasant surprise!
Day 1 of new RIA: I’m lucky to have the best clients and support system around me. What is a challenging endeavor has been so enjoyable with such a great support system. Counting my blessings this evening.
July 8, 2025 at 10:50 PM
Day 1 of new RIA: I’m lucky to have the best clients and support system around me. What is a challenging endeavor has been so enjoyable with such a great support system. Counting my blessings this evening.
I remember when I was young the political football of "privatizing" Social Security. That was over 20 years ago. Had even a portion been prudently invested like most private retirement assets, solvency risk wouldn't be a word mentioned in the annual report. www.wsj.com/politics/pol...
Exclusive | Former Social Security Official Pitched an Investment Strategy to Keep Fund Solvent. It Went Nowhere.
Scott Coulter got little traction on his idea to avert the trust fund’s insolvency, accelerated by the tax-and-spending bill.
www.wsj.com
July 6, 2025 at 5:02 PM
I remember when I was young the political football of "privatizing" Social Security. That was over 20 years ago. Had even a portion been prudently invested like most private retirement assets, solvency risk wouldn't be a word mentioned in the annual report. www.wsj.com/politics/pol...
Got to witness the future of our profession in action this week. These kids are lightyears ahead of where I was. The future is bright.
May 24, 2025 at 8:40 AM
Got to witness the future of our profession in action this week. These kids are lightyears ahead of where I was. The future is bright.
What happens when your portfolio makes up most of your net-worth
Only 18% of Americans over age 65 feel they are better off financially today than a year ago. This was the lowest out of every age group. #OlderAmericansMonth www.masslive.com/pol...
Poll reveals divide between Gen Z and older Americans on finances and economy - masslive.com
Is Gen Z better off financially than a year ago? Are older Americans? A recent poll shows a gap in how they feel about their finances and how they view President Trump's inflation strategy.
www.masslive.com
May 19, 2025 at 8:40 PM
What happens when your portfolio makes up most of your net-worth
Pensions did it. Maybe a lesson here for our OASDI trust fund.
May 19, 2025 at 12:09 PM
Pensions did it. Maybe a lesson here for our OASDI trust fund.