Rob Morgan

Bond Expert

Bond Expert Rob Morgan is a former financial advisor who led firms such as Sethi, Fulcrum Securities, Janney Montgomery Scott, Fulton Financial Advisors and Fifth Third Bank.

During his time at Fifth Third Bank, he managed a $160 million taxable bond fund.

He holds a CFA designation.

An MBA recipient from Vanderbilt University and submarine veteran of the U.S. Navy, Rob has made more than 700 media appearances on national networks, including CNBC.

He is also a Contributing Editor for Wealthy Retirement.

You can follow Rob on Twitter @RealRobMorgan.

Articles by

Is This Federal Budget Doomed to Bust?

Trump’s latest government budget proposal has critics concerned about the risk of an economic bust.

New Economic Data to Affect the Election

The jobs report released last Friday is good news for the economy – and is telling for the outcome of the 2020 election.

Keep an Eye on Your Effective Duration

Effective durations suggest that lower credit-quality bonds may have an advantage over their highly rated peers.

Reading Between the Lines of Last Week’s Fed Meeting

Reading between the lines of the Fed’s meeting last week can offer investors insight into the bond market’s next move.

Is This the Beginning of the End?

Bond investors may be tempted by the stellar performance of popular FAANG tech stocks, but they shouldn’t abandon their stable bond holdings.

What the Church’s Latest Debate Means for Your Portfolio

Rob explores whether socially responsible investing can benefit your portfolio.

Is It Time for an Energy Sector Rally?

Investors can profit by looking to bonds in the energy sector.

Taking the Pulse of the Big Banks

The big banks are reporting earnings for Q4. What does that mean for 2020?