Joseph Roberts, CFA – Medium

Joseph Roberts, CFA

Joseph Roberts, CFA
in
Refidesk

I Have Been Paying My Mortgage for x Years, Should I Refinance?

We get this question a lot when talking to borrowers, “ Even if I can get a meaningfully lower interest rate, I have been paying my…

3 min readJun 28, 2021

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I Have Been Paying My Mortgage for x Years, Should I Refinance?

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Joseph Roberts, CFA
in
Refidesk

How a Mortgage Quant Knows When to Refinance

To Refi or not to Refi?… That is the most impactful question to a person’s finances that all homeowners with a mortgage have to answer…

5 min readJun 18, 2021

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How a Mortgage Quant Knows When to Refinance

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Joseph Roberts, CFA
in
Refidesk

What’s a Mortgage Dashboard?

Is now the time to REFI?

3 min readMay 31, 2021

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What’s a Mortgage Dashboard?

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Joseph Roberts, CFA
in
Refidesk

You Know What’s Not Cool? Spamming!

You Know What’s Not Cool?!? Spamming!

2 min readMay 31, 2021

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You Know What’s Not Cool? Spamming!

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Joseph Roberts, CFA
in
Refidesk

Why we Created Refidesk

Have you ever wondered…is now a good time to buy? Should I refinance now? Will I miss out on a good rate? Is it worth the fees? Will I end…

1 min readMay 31, 2021

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Why we Created Refidesk

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Joseph Roberts, CFA
in
Refidesk

How to Prepare for a Mortgage Refinance and What to Expect

If you’re trying to determine if you should refinance, you might need help deciding. You can use various tools to find the answers you need…

5 min readMay 25, 2021

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How to Prepare for a Mortgage Refinance and What to Expect

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Joseph Roberts, CFA
in
Refidesk

What’s a Cash-Out Refi and Should I Do It? %

Do you want to lower your monthly mortgage payments? Here’s everything you need to know about a cash-out refi and whether you should do it…

5 min readMay 21, 2021

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What’s a Cash-Out Refi and Should I Do It? %

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Joseph Roberts, CFA
in
Refidesk

How Your Financial Adviser and CFP® pro are Dropping the Ball

2 min readMay 14, 2021

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How Your Financial Adviser and CFP® pro are Dropping the Ball

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Joseph Roberts, CFA
in
Refidesk

15-Year Mortgage vs 30-Year Mortgage: Which Is Right for You?

4 min readMay 6, 2021

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15-Year Mortgage vs 30-Year Mortgage: Which Is Right for You?

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Joseph Roberts, CFA

Joseph Roberts, CFA

A grateful dad and husband who is a creator @Refidesk.com and a Fixed Income Quant who enjoys math, markets, and the outdoors.

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