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Hi. My name is Rockie Zeigler III. Yes, the 3rd. No, Rockie isn’t my real name, it’s Roscoe. (Everyone asks me that the first time we meet)  I’m a CERTIFIED FINANCIAL PLANNER™ in Peoria Illinois and this is my blog. I also own and operate RP Zeigler Investment Services, Inc. when I’m not home with 4 kids (two of which are twins) all 5-years old and younger. I started this blog in 2017. Here is the story behind it:

There was a time, years ago, when anxiety about the economy, the financial markets, worldwide geopolitics, and general uncertainty consumed me. (Hence, the name of this website). It would keep me up at night. I know it’s cheesy and cliche, but it’s true. I was constantly worried for and about my clients, my family, my friends and myself. Worried that global stock markets and economies were going to collapse. Possibly even cease to exist as we knew them. Pretty grim, huh? I spent more time than I care to remember gripped with despair. However, all that angst led me on a journey of discovery and triumph. After completing hundreds of hours study, studying dozens of books, and reading countless finance articles, I have a much better grasp on the global financial markets. Its given me a perspective on investing I would not have otherwise had. I wouldn’t trade that time of worry for anything because its made me a stronger person and a more highly educated Financial Planner. And guess what? You can benefit from all that! Because of all that anxiety years ago, and subsequent research and study I completed, if you decide to hire me, you get a much more well-rounded, educated, and professional Financial Planner. You can have confidence and trust in my abilities to improve, not only your financial situation, but your life as well. Alright, here’s some other tidbits about me:

  1. I’m a CERTIFIED FINANCIAL PLANNER™. As of 2014, only about 20% of Financial Advisors can claim this designation. In order to achieve the CFP® marks, one must complete 5 brutally in-depth courses and then pass a comprehensive 6-hour exam.
  2. I’m generally a fan of passive domestic stock management. I do, however utilize (generally) active bond management, along with active management in the international space. I normally prefer the Exchange Traded Fund (ETF) structure vs the traditional mutual fund structure (when possible) as well. Those strategies are pretty low on fee(s) which is why I like them. I have more data than I care to think about to back up my beliefs,but don’t worry, I’ll be sharing it with you on this site.
  3. I built my client base by knocking on doors during the financial crisis of 2008. During a nearly 50% stock market crash. In a town that I had only been to like, twice, prior. Ever gone door to door trying to sell CD-players? Me neither, but building my client base was sort of how I imagine that would be like. I was fortunate to have a few clients to get me started, but nowhere enough to be a profitable, self-sustaining financial planning business.
  4. I love to write about investing, the economy, personal finance and self-improvement. I’ve even been featured in publications such as Investment News. I’m also currently working on two books. They’re both just about done. It’s a deep detailed look inside the world of active and passive equity/fixed income management. It’s going to be really good (at least I hope so!), entertaining and very technical. The other is more of a self-help book about a few things I’ve learned during my 37 years on this earth. I’m really excited to see both of them in their final form.

Other than that, here’s basically what I do all day:

  1. Tactical Investment Management.
  2. Medicare Planning.
  3. Social Security Planning.
  4. College Savings Strategies.
  5. Comprehensive Financial Planning.

While that’s not a complete list, it’s pretty accurate.

Alright, that’s enough about me.

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Investing involves risk including loss of principle. No strategy assures success of protects against loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

Investing in mutual funds involves risk, including possible loss of principle. Value will fluctuate with market conditions and may not achieve its investment objective.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts and index tracking errors.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Management LLC, a registered investment advisor. Cornerstone Wealth Management LLC and RP Zeigler Investment Services, Inc. are separate entities from LPL Financial.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Illinois, Indiana, Florida, Colorado, Michigan, North Carolina, California, Iowa and Texas.