Should You Convert a Traditional IRA to a Backdoor Roth IRA?
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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….
Read more about RVP celebrates the four-year anniversary of launching its Durable Income Strategy
Maury Fertig discusses the interest rate market and the effects rising rates will have on the closed-end fund market…
Read more about What Do Rising Rates Mean for Closed-end Funds?
Maury Fertig, CIO and co-founder of RVP, discusses market volatility and what it means for the closed-end fund investor…
Read more about RVP CIO Discusses Volatility in the Markets
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 UpdateFor the nine months ended September 30, 2017, RVP’s Durable Income generated an 8.32% net return vs the Barclays High Yield Index Benchmark return of 7.00%. Since inception (June 1, 2014), Durable Income has generated a 9.07% annualized net return vs the Barclays High Yield Index’s annualized return of 4.90%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
Read more about Durable Income Strategy Investor Letter – October 2017
As we enter the fourth quarter, the global economy is running neither too hot nor too cold, which has precipitated a glacial rollback of quantitative easting (QE) by global central banks. The Fed has started tightening after being in easing mode for nearly a decade. While global central banks have slowed their purchases, they are still buying $170 billion…
Read more about Welcome Back, Goldilocks – Investor Newsletter – 2017 Q3
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