Click below for a recap of what happened in the market and RVP’s portfolios during Q3 2019.
RVP Quarterly Investment Update – Q3 2019
Year-End Tax Planning: Now Is The Time To Start
Comprehensive wealth management is about more than just developing a financial plan and putting your assets to work. It should also be about insulating your wealth from unnecessary taxation.
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The Perils of a Concentrated Portfolio
As a general rule, it’s always wise to diversify your portfolio. This is a common message from wealth managers, and rightly so: diversification can help investors achieve a lower level of market risk for a given level of expected performance.
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How Much Value Does An Advisor Provide?
According to a study by Vanguard, advisors provide “about 3.00%” to client portfolios.¹ The study also found that this value isn’t just coming from investment management or asset allocation strategies, it was coming from the more nuanced services that advisors provide to their clients: behavioral coaching, decumulation planning, tax-efficiency, and cost-effective portfolio implementation.
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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.
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.
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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).
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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.
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RVP 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.
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