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.

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.

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.

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]

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. 

Relative Value Partners was the major corporate sponsor of Twelfth Night at Writers Theatre from November 7 to December 16. This sponsorship helped bring the production to thousands during sold-out performances at the Writers Theatre in Glencoe.

When you’re single, you are in control of and responsible for your own financial destiny. For many women, this is liberating. After all, in most marriages, couples argue more about finances and money than any other topic. For others, it can be intimidating. Some divorced or widowed women were in marriages where their spouse managed most or all of the finances, so handling this responsibility can be uncomfortable. [Read more…] about How to Retire Successfully as a Single Woman

You’ve suddenly come into money. While it’s certainly a good problem to have, what should you do with this windfall? Invest it? Buy something amazing? Pay off debt?

It’s particularly important to think through your options and make wise decisions, because, according to the National Endowment for Financial Education, approximately 70% of people who receive an unexpected windfall will have nothing left of it after just a few years.i [Read more…] about You’ve Come into Significant Money. Now What? What to Do with an Unexpected Windfall

On October 5, 2018, Relative Value Partners sponsored the Misericordia/Heart of Mercy “Sweets on Wheels” bakery truck to provide delicious breakfast items, baked goods and other treats at our offices for our clients and our employees.

Click below for a recap of what happened in the market and RVP’s portfolios during Q3 2018.

Read our full Q3 2018 Quarterly Investment Update.