Tag: Growth

FEATURE
The Impact of The Media on Investment Decisions (Ep. 34)

The Impact of The Media on Investment Decisions (Ep. 34)

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Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio?

The real question you should be asking is if that information truly benefits your portfolio and long-term goals.

In this episode, Robert Curtiss discusses the importance of a well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment advice.

Rob explores:

  • His very own noise-canceling headphones analogy and how it relates to the media when it comes to investments 
  • The Objective, Unemotional, and Rules-Based (OUR) process and its approach to creating a defined view of investment data
  • The value of researching your options and filtering out the noise
  • Reasons it’s important to pay attention to trends in the stock market
  • Different sectors to invest in depending on short and long-term investment goals
  • And more!

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Connect with Robert Curtiss:

FEATURE
1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

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Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.

In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.

Robert discusses:

  • How he got his start in the financial services industry
  • His approach to comprehensive financial planning
  • His business philosophy
  • The lessons he learned over the years in business and in life
  • And more

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About Robert Curtiss: 

Robert J. Curtiss, CFP®, CWS®, AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA).  His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning, and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years. 

Robert is involved with numerous charities and philanthropic groups throughout southern California.  He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board.  He is a 26-year resident of Pasadena, California along with his wife, son, and daughter. 

Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.

He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert earned the Accredited Investment Fiduciary® (AIF® ) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.  He is also a licensed insurance agent (CA Ins. License #0B95743).

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