A central piece of RVP’s investment commitment is to identify investment opportunities that can enhance the risk/reward profile of client portfolios. Closed-End Funds (CEFs) fit into this investment philosophy because they provide opportunities to buy assets below their underlying value and have other opportunistic features compared to more traditional security types, like ETFs.
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Read more about Closed-End Funds: Opportunities at Year-End
On May 19th, RVP hosted an event in partnership with WisdomTree Asset Management that featured insights from Dr. Jeremy Siegel. Dr. Siegel is the Russell E. Palmer Professor of Finance at Penn’s Wharton School and also a frequent economic commentator in the Wall Street Journal, CNBC, and Fox Business; in addition, he writes a regular column for Kiplinger.
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Your 20s and 30s are an exciting period, filled with major life events, important milestones, and new experiences. With retirement still 30 or 40 years away, it can be easy at this age to let financial planning and investing become a secondary—or even tertiary—focus.
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For many of our clients, leaving an enduring legacy is an essential element of their long-term financial goals. But as with ensuring that today’s investments are aligned with tomorrow’s objectives, it is necessary to have a strategic plan of action with respect to giving.
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Where will your assets go when you pass on? For every family that we work with, it’s a blend of just three places: assets will flow to loved ones, charitable causes, or the government. How much of your wealth will flow to each will depend on your estate plan and the value of your taxable estate at the time of your passing.
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January 3, 2022
CHICAGO – Relative Value Partners Group, LLC (“RVP”), a comprehensive wealth management firm based in Northbrook, Illinois, which serves wealthy families and institutional clients nationwide, is pleased to welcome industry veteran Rebecca Deaton and her six-person team as part of the firm’s strategic initiative to grow its wealth management and planning capabilities while expanding its partnership team.
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Building and preserving generational wealth is not easy. It’s a long process, one that requires a delicate handoff of responsibilities from one generation to the next. And while the process may take years or decades to play out, there are things we can do today to help our children and grandchildren prepare for the responsibilities of managing wealth.
In this article, we explore trends in financial education and share our thoughts on how to empower the next generation within your family….
Read more about Financial Literacy: The Foundation of Generational Wealth
The SECURE Act of 2019 made significant changes to the laws concerning IRAs—especially those relating to required minimum distributions, or RMDs—that affect both IRA owners and beneficiaries. Although the law technically went into effect last year, RMDs were suspended in 2020 due to the COVID-19 pandemic, which means 2021 will be the first year that many people will be taking RMDs under the new law.
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Read more about Year-End Planning: RMD & Inherited IRA Strategies
November 1, 2021
CHICAGO – Relative Value Partners Group, LLC (“RVP”), an integrated wealth management firm based in Northbrook, Illinois that serves wealthy families and institutional clients nationwide, today announced a definitive agreement under which industry veteran Rebecca Deaton will join RVP. This transaction is part of a strategic initiative to expand the depth of the firm’s planning services and partnership team.
Since the late 1980s, 529 plans have been a valuable tool to tax-efficiently fund a college education. However, it’s important to note that these plans are no longer limited to higher education costs: thanks to the Tax Cuts and Jobs Act of 2017, 529 plans can now be used to finance the cost of K–12 private school costs as well.
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