News of real interest.

Jul
28

by: RGT Wealth Advisors

Approximately 77 percent of retirees now prefer to give money to loved ones throughout their retirement rather than leave inheritances in estates after they pass away according to a recent study.[i]

 

This post will explore the potential benefits and risks of gifting inheritances early, and help you determine if this could be the right strategy for you.

 
What are Some Benefits…

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Jul
14

by: Greg Bone, Managing Director

“The beat goes on, the beat goes on.” The Beat Goes On, Sonny and Cher

 

In March of this year we marked the 8-year anniversary of the market nadir caused by the financial crisis of 2008. To kick off the beginning of the ninth year of this bull market, stock and bond markets continued their march upward. Global equity markets, as measured by the MSCI ACWI Index, were up 4.25% in the…

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Jul
13

by: RGT Investment Team

Click below to view our 2Q2017 Commentary Slides.

 
2Q2017 Commentary Slides

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Jul
7

by: Chris Rachfal, CFA, RGT Wealth Advisors

What are factors?
 

Over the last several years, investors have been inundated with attempts to re-brand factor investing – “smart beta,” “strategic beta,” “engineered equity,” “beta plus,” etc. While the list of marketing-driven buzzwords continues to expand, they are all largely synonymous with factor investing. They each refer to investment strategies focused on syste…

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