News of real interest.

Dec
17

by: RGT Wealth Advisors

 

RGT was featured in DMagazine in November 2015.

 

Click “Read post,” then click here to view article.

 

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Nov
30

by: Mark McClanahan, CFP®

Congress is shutting down two successful Social Security claiming strategies that can potentially add thousands of dollars in additional income over a couple’s lifetime. The Bipartisan Budget Act of 2015 was signed on November 2, 2015. The good news: for those who move quickly, these strategies can still be utilized.

 

A Brief History

 

Available since 2000, The Senior Citi…

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Oct
26

by: Matt Krauss, CFA and Mark McClanahan, CFP®

Evidently, it’s tough to be a stock-picking mutual fund manager today.

 

The Wall Street Journal reports¹ that investors have shunned actively managed funds, preferring the lower expense alternative of passive or unmanaged funds that replicate such indices as the S&P 500.

 

Independent research firm, Morningstar, confirms The Wall Street Journal’s assertion by report…

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Oct
16

by: Greg Bone

For the first time since 2011 US stock markets experienced a market correction when the S&P 500 dropped 12.5% from its May high to its most recent low on August 25. The S&P 500 ended the quarter down 6.44% and down 5.29% for the year through the end of September. Most other major indices were down as well, with many suffering quarterly losses in excess of10%. Equities in emerging markets e…

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