News of real interest.


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 …

Read post

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…

Read post

by: The RGT Investment Management Team

What just happened?

Since 1990 the S&P 500 has declined more than 10% in a calendar month on five occasions:

December 2018                 -10.1%
February 2009                   -10.6%
October 2008                     -16.8%
September 2002                -10.9%
August 1998        …

Read post

by: Chuck Thoele, Chief Investment Officer, RGT Wealth Advisors

Chuck Thoele provides comments on current investment market conditions and expectations for the fall of 2018.  In addition, he compares 2018 to historical market periods which have similar conditions.  Click here to watch the interview.

Read post