March 24, 2023

12 Charitable giving strategies – and the resulting tax benefits

    1. Donate appreciated non-cash assets instead of cash. It’s generally more tax-efficient to give appreciated assets instead of cash. Donating appreciated publicly traded securities, real estate, and other non-cash assets held more than one year means donors generally can eliminate the capital gains tax they would otherwise incur if […]


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March 13, 2023

The Banking Crisis

PEACE OF MIND: Your accounts at RVW are held at Schwab and TD Ameritrade as custodians.  Your investments are owned in your name and the securities belong to you.  This is like having the equivalent of a digital safe deposit box for your portfolio. CURRENT STATUS: Silicon Valley Bank’s failure on […]


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January 19, 2023

RVW Newsletter

Investors found few, if any, places to safely put their money in 2022, as central banks in the US and around the globe raised interest rates for the first time in years to fight surging inflation, stoking fear of a global recession.  Supply-chain delays, Russia’s invasion of Ukraine and China’s strict […]


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January 18, 2023

MARKETS DON’T HAVE MEMORIES – PEOPLE DO.

One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago. Prices change based on what’s happening right now and what people think will happen in the future. People have […]


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