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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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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Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2019.
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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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).
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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Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2019.
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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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.
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.