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RVP Quarterly Investment Update – Q2 2019

Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2019.

Read our full Q2 2019 Quarterly Investment Update.

A Closer Look At The Durable Opportunities Strategy

Throughout my career, I’ve focused on fixed income and structured finance. I co-manage RVP’s Durable Opportunities Strategy (previously called Durable Income Strategy) along with Bob Huffman and Maury Fertig. In this short article, we wanted to provide insights on how the strategy is managed and where the strategy fits within a diversified portfolio.

RVP Sponsors Tournament Benefiting The Crohn’s & Colitis Foundation

On July 29th, the 25th annual Chicagoland Golf Tournament was held at Skokie Country Club, with all proceeds going to support the Crohn’s & Colitis Foundation (CCF).

Going Beyond the Fiduciary Standard

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.

RVP Quarterly Investment Update – Q1 2019

Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2019.

Read our full Q1 2019 Quarterly Investment Update.

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.

Strategic 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.

RVP Quarterly Investment Update – 2018 Q4

Click below for a recap of what happened in the market and RVP’s portfolios during Q4 2018.

Read our full Q4 2018 Quarterly Investment Update.

9 Mistakes You May Be Making with Your 401(k) Plan

If your employer offers a 401(k) plan, chances are you’re participating and saving money for your retirement. Over 30 million of us are taking advantage of this employee benefit to help us save.[i] And many of us are finding ways to put away even more of our paychecks. In the last year, 401(k) contributions, on average, have risen by 20 percent.[ii]

Choosing the Right Financial Advisor for You

You may be at the point where you have started to accumulate a decent amount of money in your 401(k) plan. Or, maybe you’ve made significant changes in your life that affect your finances, such as getting married or having a baby.

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