January 27, 2025

RVW Quarterly Newsletter

  The bullish environment in 2024 was largely powered by the digital revolution, the broad incorporation of artificial intelligence into the economy, and the resulting expansion of efficiency and profitability. In addition, the quality of earnings and the reliability of financial statements has resulted in repricing assets to account for perceived lower risk. (See SOX […]


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December 5, 2024

Year-end Tax Planning Checklist

“Surprises are for birthdays. Not for tax time”® Overview: Having your tax preparer do a tax projection prior to year end allows you to take timely proactive tax optimization moves. Knowing your marginal tax rate impacts many important decisions like acceleration of deductions or deferring income. Invest in tax-optimized investments wherever […]


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October 15, 2024

RVW Quarterly Newsletter

We are pleased to provide the RVW Report for the 3rd Quarter of 2024. The economy and the and financial markets were generally positive and the major equity indexes continued their bull run. The previously ultra-concentrated returns for a few winners have begun to broaden to a larger and more diverse group […]


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July 21, 2024

RVW Quarterly Newsletter

A 2-Speed Economy For the past two years, we have had a bifurcated economy, with a strong service sector and a weak manufacturing sector. Bifurcation is also seen in the borrowing and loan space: While lower income and indebted individuals have been negatively impacted by rising interest rates, higher net worth […]


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