News of real interest.
We are pleased to share with you our feature in D CEO: Faces of Dallas Business: Wealth Management / Financial Planning.
In the competitive space of RIAs and wealth management, RGT believes the most under-asked question by prospective clients is, “Can you tell me about your succession plan and your next-gen talent?”
RGT Wealth Advisors was founded over 35 ye…Read post
There’s a real problem with this estate tax thing. It isn’t so much that the tax exists, or the exemption amount, or the tax rate (although you may justifiably have an issue with any of those). Rather, the problem it presents is that clients are compelled to make major planning decisions today relying on current estate tax law, while they (hopefully) won’t be passing away for a long time int…Read post
Comparing past economic environments and investment markets to today is never easy and can be fraught with risk. Rarely does history repeat itself exactly but it does often rhyme. Examining today’s economy and investment markets versus the ones leading up to and through the technology bubble has received its fair share of press. During the last few months of 2020 and rolling forward into 2…Read post