February 8, 2024

Estate Planning: A Gift of Concern and Caring to Those You Love

    In the realm of personal finance, few tasks provoke as much procrastination as estate planning. Yet, understanding the nuances of estate planning is tantamount to assuming control over one’s financial legacy and ensuring peace of mind for oneself and one’s family. With this in mind, let’s embark on a […]

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January 24, 2024

The Widely Anticipated Recession – That Didn’t Arrive

    In October 2022, Bloomberg Economics predicted the odds of a recession in 2023 at 100% and most Wall Street observers were pessimistic. The Federal Reserve had raised interest rates seven times in 2022 (with plans for further rate hikes) to slow down inflation, and the resulting increase in borrowing […]

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January 16, 2024

People Have Memories – Markets Don’t

      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. […]

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January 4, 2024

Let The Compounding Begin!

    Every year, families and friends celebrate students who are graduating from colleges and universities. Parents beam with pride at their children’s accomplishments and exhale in relief now that the tuition bills have finally stopped. It’s a time when adults give a lot of advice, which is why we have […]

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October 19, 2023

RVW Quarterly Newsletter

    The stock market has had a solid year, even after the third quarter declines, which were driven by a continued tight monetary bias from the Federal Reserve. This, in turn, sent bond yields higher, unsettling stock investors throughout August and September. September’s weakness was nothing out of the ordinary, given […]

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