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.
[Read more…] about Going Beyond the Fiduciary StandardRVP Quarterly Investment Update – 2018 Q4
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.
9 Mistakes You May Be Making with Your 401(k) Plan
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]
[Read more…] about 9 Mistakes You May Be Making with Your 401(k) PlanChoosing the Right Financial Advisor for You
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.
[Read more…] about Choosing the Right Financial Advisor for YouRelative Value Partners Sponsors Writers Theatre’s Production of Twelfth Night
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.
[Read more…] about Relative Value Partners Sponsors Writers Theatre’s Production of Twelfth NightHow to Retire Successfully as a Single Woman
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 Come into Significant Money. Now What? What to Do with an Unexpected Windfall
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
Relative Value Partners Sponsors Misericordia “Sweets on Wheels” Bakery Truck
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.
[Read more…] about Relative Value Partners Sponsors Misericordia “Sweets on Wheels” Bakery TruckRVP Quarterly Investment Update – 2018 Q3
Click below for a recap of what happened in the market and RVP’s portfolios during Q3 2018.
8 Questions to Ask Before Hiring a Wealth Advisor
Selecting a financial advisor can feel like an overwhelming task. After all, it’s not just the advisor you’re considering but the firm itself and everyone it employs. All of the team members, from the tax specialist to the client service manager, will have a hand in your financial health. To make the decision even more challenging, there are so many factors to consider. Do you agree with the firm’s investment philosophy? Does the firm offer services that match your individual needs? And, most importantly, can you trust the advisor to act in your best interest?
[Read more…] about 8 Questions to Ask Before Hiring a Wealth Advisor