by: Dana Pingenot, CFP®, CLU®, CAP®, Managing Director

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” ~ Charles Dickens, A Tale of Two Cities

The world we live in, especially the pas…

by: RGT Wealth Advisors

RGT Wealth Advisors (“RGT”) is pleased to announce that C. Price Wagner has joined the firm as a Managing Director.

Price brings a combined twenty-five years of experience in managing and overseeing commercial real estate developments and acquisitions along with investments and allocations for a large family office in Dallas. He has directed traditional long only, hedge funds, and…

by: Greg Bone, Managing Director

“Doubt is not a pleasant condition, but certainty is absurd.” – Voltaire (1694-1778)

After a strong second quarter for stocks and other risk assets, market volatility in the third quarter reminded us that markets could indeed go down, if only for a short while. Bond markets sold off a bit at the end of the quarter as rates rose following the Federal Open Market Committee’s sta…

by: Steven W. Novak, JD, Managing Director

After months of negotiations between the White House, moderate Senate Democrats and progressive House Democrats, a tentative ‘reconciliation bill’ (aka the “Build Back Better” bill) has emerged.   There is no guarantee of passage, but as of now it appears that many (but not all) of the prior tax proposals affecting individuals could be dropped in favor of increased enforcement …