Tom Robinson, PhD, CFA, CFP, CAIA

Professor, Advisor, Author & Board Member

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Your most Important Investment decision: choosing the right asset allocation for you to avoid behavioral biases and meet your desired financial goals. Read more at:

https://t.co/0K1WEBlJga

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

1st Quarter 2026 Market Update, by @TomRobinsonPhd https://t.co/d6g5fRenG3

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

4th Quarter & Full-Year 2025 Market Update
- As we entered the final quarter of 2025, markets were powered by broad equity strength, supportive fixed income returns and continued investor focus on diversification...
https://t.co/5GqXe6tGk9

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

@Clear why do I have to spend hours on phone hold and online digital ambassador hold? Two days now without getting through. What a waste of money!

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Q2 was a clear turnaround from Q1’s sluggish equity performance. Leading the rebound were large-cap U.S. growth stocks, with the Nasdaq-100 (QQQ) surging +17.8% for the quarter. That brought its year-to-date return to +8.2%, recovering from Q1’s mild loss.

The broader S&P 500 ETF (VOO) also rallied strongly, +10.9% in Q2, now +6.1% YTD. However, value stocks (VTV) and fundamentally weighted U.S. indexes (FNDX) saw more modest Q2 gains of +2.9% and +4.4%, respectively—still enough to turn the year positive.

https://t.co/UgG1R4TQ1R

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Updated Monthly Screens of Wide Moat Companies Generating Consistent Free Cash Flow as of June 30, 2025, by @TomRobinsonPhd https://t.co/Z6Xtg67eFV

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Wow just wow! Where were the auditors, internal auditors and CFAs while this was happening? Disappointing!

[Alvin Bragg @ManhattanDA]

Today we announced the indictment of a chief marketing executive for allegedly embezzling nearly $6 million from his employers through two fictitious consulting companies he controlled. Learn more here: https://t.co/jtzSTfHAxG

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Are You Globally Diversified? , by @TomRobinsonPhd https://t.co/qOq70uVrAz

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Updated Monthly Screens of Wide Moat Companies Generating Consistent Free Cash Flow as of May 31, 2025, by @TomRobinsonPhd https://t.co/3Q25xBFknQ

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Market Update: Quarter-to-Date and Year-to-Date Performance as of May 31, 2025, by @TomRobinsonPhd https://t.co/sUJara8dOn

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

@TingInternet Why do you want to make it impossible for someone who is moving to cancel their service. Cannot be done online, online chat will not work and I have been on hold for an hour after trying to call 6 previous times. Ridiculous!

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Market Update: Year-to-Date Performance Review – April 30, 2025, by @TomRobinsonPhd https://t.co/zyzgI3Pa1B

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

April brought continued volatility to global financial markets, reflecting persistent investor concerns over inflationary pressures, central bank policy shifts, and uneven economic data. While fixed income markets posted modest gains, equities—particularly in the U.S.—remained under pressure. Below is a summary of how various asset classes have performed year to date through April 30, 2025. https://t.co/61dTFhoecB

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Updated Monthly Screens of Wide Moat Companies Generating Consistent Free Cash Flow as of April 30, 2025, by @TomRobinsonPhd https://t.co/hfHhPez45j

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Market Update: Year-to-Date Performance Review, by @TomRobinsonPhd https://t.co/Y1OaFtrrL1

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Market Update: Year-to-Date Performance Review (March 31 2025) https://t.co/qY9YOVVxkV

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Wide-Moat Stock Screen Update: Year-To-Date Performance Through March, by @TomRobinsonPhd https://t.co/eug8GK8VTL

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Updated Monthly Screens of Wide Moat Companies Generating Consistent Free Cash Flow , by @TomRobinsonPhd https://t.co/YXJspMgP1V

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

ETFs Versus Mutual Funds - Tax Efficiency https://t.co/96HD0TkEtK

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Updated Monthly Screens of Wide Moat Companies Generating Consistent Free Cash Flow as of February 28, 2025, by @TomRobinsonPhd https://t.co/Yqw3BpZKo0

[Tom Robinson, PhD, CFA, CFP, CAIA @TomRobinsonPhd]

Wide-Moat Stock Screen Update: Outperforming SP500 in 2025, by @TomRobinsonPhd https://t.co/dn1EMEteuZ