November 23, 2022

There’s More To Year-End Taxes Than Harvesting 2022’s Losses

Year-end planning for 2022 has to account for three tax acts—the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act. These three pieces of legislation offer clients five standout opportunities to lower their income for tax purposes. The first opportunity deals with required minimum distributions, which […]


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October 24, 2022

RVW Q4 Newsletter

Bear Markets Explained in 7 charts, 3 quotes and an article: Everything You Need to Know. Equity markets in general are down around 25% so far this year – led downwards by sectors such as technology (40%), healthcare (32%) and consumer discretionary (30%).  Some of the most popular and storied companies […]


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July 18, 2022

S&P 500 Suffers Steepest First Half Decline Since Nixon Era

The Return of Volatility RVW equity portfolios generally reverted to values as of January 2021. The S&P 500 tumbled 20.6% amid expectations of high inflation, a hawkish Federal Reserve and a recession. Other corners of the stock market fared even more poorly. The small-cap benchmark Russell 2000 index is down 24% […]


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April 21, 2022

Resilience in the Face of Geopolitical and Inflationary Challenges

Before tensions escalated between Ukraine and Russia in February, a bullish stock market story had been unfolding and Wall Street analysts were revising up their forecasts for corporate earnings. Since then, geopolitical risks spiked, becoming the top concern among investors. The stock market responded by sending the S&P 500 to a […]


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February 22, 2022

7 Benefits of Using Wealth Management Services

According to research, the average American Citizen has approximately $90,460 in debt. Managing wealth can be difficult, especially if you don’t have the right financial guidance. It’s easy to feel lost and confused when it comes to investments, retirement planning, tax strategies. But don’t worry. Keep reading to understand how a wealth […]


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