Byron Moore, CFP® and Mike Jones

Mike Jones

The S&P 500s $20 trillion value... how did we get here?

By Mike Jones, posted February 16, 2017

As I was driving to work this past Monday morning, a reporter for Bloomberg Radio announced that the collective value of the S&P 500 had exceeded TWENTY TRILLION DOLLARS for the first time ever. 

The year ahead: hopes and fears

By Mike Jones, posted January 20, 2017

As we begin 2017 many research reports have crossed my desk predicting and prognosticating just how this year could play out.  All we know at this time is the number of variables is seemingly very wide. 

Mega rich athletes and financial planning for the rest of us

By Mike Jones, posted April 21, 2016

Recently I found myself sucked into one of those websites that discloses information on top athletes who made millions of dollars yet somehow lost or spent it all.  Those kinds of stories intrigue me and always get me to thinking about personal finances, budgets, happiness and life in general.

Why alternative funds?

By Mike Jones, posted March 17, 2016

This month I would like to introduce you to two things: the first is the strategy of introducing alternative funds to a portfolio. The second is the management firm AQR.

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