News of real interest.

Aug
8

by: Greg Bone, Managing Director

“We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, because that goal will serve to organize and measure the best of our energies and skills, because that challenge is one that we are willing to accept, one that we are unwilling to postpone, and one which we intend to win.” John F. Kennedy, September 12, 1962.

 

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Aug
1

by: The RGT Investment Management Team

The Tax Cuts and Jobs Act passed in late 2017 provided for tax incentives designed to encourage capital investment in local “zones” in an effort to spur economic development and job creation in distressed areas.  The Opportunity Zone, or O-Zone, program encompasses over 8,000 census tracts and more than 30 million residents across the U.S.  Texas has approximately 600 Opportunity Zones, with…

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Jun
25

by: The RGT Investment Management Team

“The investor who says, ‘This time is different,’ when in fact it’s virtually a repeat of an earlier situation, has uttered among the four most costly words in the annals of investing.”
Sir John Templeton, Investment Success, 1933.
 

Sometimes investment market trends are so strong, and extend over so many years, that even time-tested approaches, such as disciplined, diversifie…

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Apr
8

by: Greg Bone, Managing Director

“I claim not to have controlled events, but confess plainly that events have controlled me.” Abraham Lincoln in a letter to Albert Hodges, April 4, 1864.

 

What a difference three months makes. As 2019 began investors were coming to grips with the worst quarterly performance in U.S. equity markets since the third quarter of 2011. Despite the dramatic fourth quarter contraction in eq…

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