2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
Here are six things you can do to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
With Age Comes ... Discounts!
Think of all the silver linings of being 50+. Knowledge, experience, ... 15% off!
Join Us For Our "Positive Psychology - The Science of Wellbeing" Webinar on July 15th, 12 noon
We can all use some advice on how to truly flourish! Please join our "Positive Psychology - The Science of Wellbeing" webinar on July 15th, at 12 noon. Brad Steinman, of Dimensional Fund Advisors, will discuss insights from academic research on how to increase personal happiness.
What Cleaning An Attic Can Tell You About Stock Prices
Grandpa Harry and Grandma Harriet's attic provided some unexpected perspective on long-term investing. Will you have the same discipline and optimism as they did?
Does Rear-View-Mirror Investing Work?
Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.
We welcome Conner Grzenia and Jake Peiser to the RRCM Team!
Conner and Jake join us as Client Service Associates, dedicating to ensuring that our client experience remains top notch.