August 23, 2021

Why Thematic Investing May Not Be the Best Way to Construct Portfolios

In recent years, much has been made of so-called Thematic Investing. Have you ever made a correct prediction about the implications of a particular new products that affects specific sectors? Have you ever wondered about the possibilities of creating wealth through such market analysis? It’s a fact that the world economy […]

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July 20, 2021

A Global Recovery in Equity Markets

More than a year has passed since COVID-19 upended financial markets and global economies. While many developed economies are reopening, the ripples of the pandemic are continuing to shape the investment landscape headed into the second half of 2021. New variations of the virus continue to place a layer of uncertainty […]

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January 29, 2021

RVW Quarterly Report January 2021 – Looking back on an unprecedented year

Dear Friends, Attached is the RVW Wealth report for the Fourth Quarter of 2020, which reflects how our steady hand at the tiller, observing core principles of broad diversification and overweighting of factors that historically provided higher expected returns has served you well. Our use of exchange-traded funds, which are low-cost, […]

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October 10, 2018

Investing Short-Term Cash

Summary Treasury floating rate bonds are an attractive option for short-term investments to maximize return and minimize risk. Interest earned on treasuries is generally exempt of state and local taxes. Benefits of Treasury floating rate bonds in high-tax states such as California are even greater. Bonds with floating coupon rates are […]

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