Just over a year ago, my team and I moved to RVP. Thankfully, most of our clients had enough confidence in our team to join us at RVP. One year in, many of you have asked us, “how is it going”? The short answer is that the merger of our teams is going really well, and that we feel lucky to be together at RVP.
[Read more…] about Reflections on the Last Year: A Q&A with Rebecca DeatonConsiderations for High Net Individuals Confronting Divorce
Divorce is almost always a complicated process, even in the most amicable of situations — and it’s even more difficult when it’s contentious.
If the couple has significant net worth, it can quickly become complex. Most people know they need an attorney on their team. But not everyone knows what other professionals they may need such as an accountant and a financial advisor.
[Read more…] about Considerations for High Net Individuals Confronting Divorce
A Bulldog Fund That Bites Bigger Than It Barks
Of the more than 5,000 mutual funds, ETFs and closed-end funds in today’s universe, the overwhelming majority are somewhat cookie cutter alternatives to an easily accessible index, which makes it difficult for investors to uncover truly unique funds for their overall investment strategy [Read more…] about A Bulldog Fund That Bites Bigger Than It Barks
4 Closed-End Fund Picks as Rates Rise, Discounts Widen
Fixed-income closed-end funds have been falling in price for the past few weeks as rates rise, borrowing costs increase and investors flee…
Read article on Barrons
Fixed-income CEFs on sale as rates rise
Relative Value Partners founder Maury Fertig names two floating-rate bond funds which should be able to adjust as rates rise…
Read article on Seeking Alpha