Investing in Your Values Blog

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Investing in Your Values Blog

David M Rappaport, along with Shari Greco Reiches, founded Rappaport Reiches Capital Management in 2005, and continues to serve as Co-Managing Partner. Additionally, he serves as Co-Chair of the firm’s Investment Committee. David has been advising individuals, families, and non-profit organizations on investment management and financial planning for almost 30 years.

Financial plans are implemented through our Value Added Indexing® approach, using low-cost index and market-tracking funds as part of an overall solution to meet clients' needs.

Prior to starting RRCM, David was a principal at Bernstein Private Wealth Management, and before that worked at Goldman Sachs in their private client group. He began his career as an auditor at Arthur Andersen & Co.

David currently serves as Treasurer and Board Member of Aspiritech, a non-profit based in Highland Park and Chicago, which hires individuals on the autism spectrum to provide software testing and quality assurance services to corporate clients. David also is a Trustee of the Illinois Secure Choice Retirement Savings Program, and is a Board Member and Past President of the American Technion Society’s Chicago Chapter.

David lives in Riverwoods with his wife Karen and daughters Leah and Rachel, along with dogs Ryder and Layla.

What Does the SECURE Act Mean for Your Retirement?

What Does the SECURE Act Mean for Your Retirement?

The SECURE (“Setting Every Community Up for Retirement Enhancement Act”) was signed into law in December, with most provisions effective January 1, 2020.

This sweeping legislation offers several adjustments to current laws surrounding retirement. Let’s go through the 3 major changes that may impact your retirement planning.

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Contact Details

Rappaport Reiches Capital Management, LLC
5202 Old Orchard Road, Suite 160
Skokie, IL 60077
Phone 847.832.0030
Fax 847.832.0033
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