When the original owner of an IRA passes away, the account is not subject to the terms of a will; instead, it will be passed directly to the named beneficiaries. Naming beneficiaries, therefore, is a key part of setting up an IRA. While doing so might sound like a simple process, the multitude of options available can make it complex.
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Relative Value Partners has significant experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
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For many investors, the focus for the last 18 months has been understanding how rising interest rates will impact the macroeconomic landscape, the capital markets, and cash flow planning. And for many families, it’s just as important to understand the impact of rising interest rates on generational wealth transfers and estate planning.
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Private equity funds are long-term vehicles that invest in private businesses with the objective of realizing a return. While private equity is an illiquid asset class, often with a time horizon greater than 10 years, the long-term nature of the investments provides the potential for attractive returns for the patient investor.
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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.
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As we begin the new year, Bob Huffman and Maury Fertig sat down to share their thoughts on the year that was 2022 and what themes we are looking to drive capital markets in 2023.
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Throughout the year, our team writes articles covering the key financial planning and investment management themes that we are monitoring. This year, we covered estate planning strategies, wealth-building steps for young investors, and opportunities within the closed-end fund market, to name a few things.
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Northbrook, IL — Relative Value Partners Group, LLC (“RVP”), a comprehensive wealth management firm based in Northbrook, Illinois, has been ranked as one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021. RVP’s $2.3 billion in AUM and 45.2% growth in assets earned the firm a place on the list.
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Read more about Relative Value Partners Named One of America’s 50 Fastest Growing RIA Firms
We are thrilled to announce that Relative Value Partners (“RVP”) has been ranked as one of SmartAsset’s “Top 50 Fastest-Growing Financial Advisor Firms” for 2022. To define the Top 50 Fastest-Growing Financial Advisor Firms, SmartAsset began by identifying all firms that are registered with the SEC and headquartered in the United States. Any firms with disclosures, firms that do not offer financial planning services, and firms with less than $500 million in AUM as of their March 2019 SEC filing were removed from consideration.
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We are pleased to announce that Relative Value Partners (“RVP”) has been ranked among the top RIAs in the country by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021.
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