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…

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…

by: Mark McClanahan, CFP®, ChFC®, Managing Director

Just the words “estate planning” can conjure up visions of laborious and complex work. Although this could be the case for larger estates, a basic will package can be relatively straightforward, attainable and something everyone should employ.

Below are the basic estate planning documents that most people will need:

Last Will and Testament: Assets that pass through …

by: Greg Bone, Managing Director

“I have two kinds of problems: the urgent and the important. The urgent are not important, and the important are never urgent.” Dwight D. Eisenhower in a 1954 speech to the World Council of Churches, quoting Dr. J. Roscoe Miller, the President of Northwestern University.

December’s market swoon came as a shock for many investors. After finishing the previous nine years with a po…