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.
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Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2018.
Read our full Q2 2018 Quarterly Investment Update.
On May 31st, 2018, nine members of our team – Greg Neer, Ernie MacVicar, Jeff Fosselman, JP McCleary, Bob Huffman, Catherine Goel, Doug Crimmins, Dave McGranahan and Pat Kacsur – volunteered to pack book bags at Bernie’s Book Bank in Lake Bluff.
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You may have dismissed Roth IRAs years ago if you didn’t meet the income eligibility. But did you know that you can convert traditional IRA funds into a Roth IRA by doing what’s called a “backdoor conversion”? You can convert funds to a Roth no matter what your income level is, and unlike traditional IRAs, your investment earnings are not taxed upon withdrawal.
The downside is that, because traditional IRAs are funded with pre-tax dollars, if you choose to convert to a Roth IRA, you’ll pay taxes on those tax-deferred dollars the year you make the conversion.
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RVP’s Durable Income Strategy is designed for individuals or institutions who are looking for a high current income for a portion of their portfolio. Since 2014, RVP’s Durable Income strategy has helped our clients achieve income, especially in the era of lower rates. Durable Income invests in exchange traded, income oriented securities with the underlying goal of generating above market income while avoiding permanent asset impairment….
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Maury Fertig discusses the interest rate market and the effects rising rates will have on the closed-end fund market…
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Maury Fertig, CIO and co-founder of RVP, discusses market volatility and what it means for the closed-end fund investor…
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American Capital Senior Floating, Ltd. is a small cap business development company (BDC) that has been discounted by the market because of its sub-scale size, lack of Wall Street sponsorship and analyst coverage…
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For the year ended December 31, 2017, RVP’s Durable Income generated a 7.93% net return vs the Barclays High Yield Index Benchmark return of 7.50%. Since inception (June 1, 2014), Durable Income has generated an 8.30% annualized net return vs the Barclays High Yield Index’s annualized return of 4.69%. Durable Income invests in exchange traded, income-oriented securities with the underlying goal of …
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Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2018.
Read our full Q1 2018 Quarterly Investment Update