When you sit down with your financial advisor, it’s fair to assume that the advice provided is in the best interest of you, your family, and your estate. And while this is true in many cases, it’s important to understand that two distinct levels of care exist within the financial industry: the suitability standard and the fiduciary standard.
[Read more…] about Going Beyond the Fiduciary StandardRVP Quarterly Investment Update – Q1 2019
Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2019.
Relative Value Partners Helps Provide Meals To Children In Need
On March 6th, 2019, nine members of the RVP team took part in a food packing session held by Feed My Starving Children in Libertyville, Illinois. Feed My Starving Children was founded in 1987 and provides healthy food to children around the world who are suffering from malnutrition. The organization has shipped over 2.2 billion meals to date and, to make this possible, they hold food packing sessions around the country where volunteers assemble each hand-packed meal.
[Read more…] about Relative Value Partners Helps Provide Meals To Children In NeedStrategic Philanthropy: Four Paths To Consider
For each of our clients, the why behind philanthropy is a bit different. Some clients want to support their alma mater, some support environmental causes, while others fund research into diseases that impact a loved one. Many of our clients support multiple causes and organizations.