News of real interest.

Apr
24

by: Mike Shockley, J.D., MBA, CFP®, Managing Director

As RGT settles into the new normal during the COVID-19 pandemic, monitoring asset allocation and opportunistic rebalancing are underway. Long-term planning continues to be front and center on our radar screen. With the passage of the CARES Act last month and the recent market declines, we would like to share several planning ideas that you may wish to discuss further with your advisory team.

&n…

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Apr
7

by: Greg Bone, Managing Director

“There are decades where nothing happens; and there are weeks where decades happen.” Vladimir Ilyich Lenin.

 

The quote above has been revisited quite a bit these days because it seems to perfectly capture our current situation. Just a few short weeks ago we had 110 successive months of job growth in the U.S., a bull market in excess of 10 years, the world economy was globalized, co…

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Mar
13

by: RGT Investment Management Team

Just ten weeks ago, investors were coming off one of the best years in a decade for a broad swath of financial assets. The S&P 500 rose by 31.5% and bonds, as measured by the Bloomberg Barclays U.S. Aggregate Index, increased by a dramatic 8.7%. Almost everything good that could happen for investors did happen. What a difference a couple of months makes. With each passing week, markets now see…

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Mar
6

by: RGT Investment Management Team

Despite all the concerns surrounding COVID-19 (see RGT’s thoughts here) and yesterday’s surprise 50bps reduction in the Fed Funds rate, it’s hard to forget that this year is an election year. We all know what that means: incessant media coverage of candidate personalities and their policy proposals – caricatures and unrealistic talking points, mainly. Many policy proposals, regardless of w…

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