In The Media

“Yes, we can build customized plans for each person,” said Rob Burnette, investment adviser at Outlook Financial Center in Troy, Ohio.

For gold held in taxable accounts, the concept of tax loss harvesting in the overall portfolio could apply," says Rob Burnette, CEO of Outlook Financial Center.

Rob Burnette, Investment Advisor Representative of Outlook Financial Center, notes that “several factors are influencing the stock market’s performance in 2024, including the Federal Reserve’s actions on interest rates, employment trends, the presidential election year, and global unrest in Ukraine and the Middle East.

"CDs will always be attractive to the risk-avoidance nature of savers. I had an aunt many years ago complain that she couldn't get 14% on her CD any longer. Of course, the prime interest rate at the time was over 20%," says Rob Burnette, chief executive officer and fiduciary financial advisor at Outlook Financial Center.

In an exclusive interview with The U.S. Sun, Rob Burnette, an investment advisor representative and professional tax preparer at Outlook Financial Center in Troy, Ohio, pointed to the media’s influence in amplifying nervousness around inflation, jobs, and interest rates.

The most important thing to consider before setting up an investment account for your children is determining the purpose of the funds.