August 2023

Higher Interest Rates May Lead to Lower Valuations in Commercial Real Estate

The U.S. commercial real estate (CRE) industry, already facing challenges with economic uncertainty, the shift to remote work, and recent layoffs by many major office tenants, now confronts an additional headwind: higher interest […]

view pdf >

October 2020

Confronting the Challenge of Low Yields in Fixed Income

Bonds have been a good investment historically. This performance had been driven by falling interest rates, but with rates at 150-year lows, we see no more wind in those sails. Persistent and pervasive low yields in traditional assets should motivate a search[…]

view pdf >

August 2020

Tax Policy Proposals

With election day fast approaching, one of the topics of greatest contrast between the presumptive Democratic nominee Joe Biden and President Trump is the differences in tax policy perspectives.  Economic turmoil created by the COVID-19 pandemic and the enactment of the Republican-only[…]

view pdf >

March 24, 2020

Live Well.

As a valued member of the RPg community, we appreciate the trust you place in us to provide wealth management solutions that support your lifestyle in every way. Rest assured that RPg’s longstanding tenets—Plan Well. Invest Well. Live Well.—are designed to chart the course for continued success.[…]

view pdf >

March 20, 2020

Invest Well.

Your team of professional advisors at RPg Family Wealth have experienced a number of precarious markets, including the Savings and Loan Crisis (late 80’s/early 90’s), the dot-com bubble (2000), 9/11 (2001), Corporate Scandals (2002) and the Global Financial Crisis (2008 and 2009)[…]

view pdf >

March 17, 2020

Plan Well.

Your goals and dreams are at the core of your well-constructed financial plan. Working closely with you, we have accounted for good times and bad. Your advisor at RPg Family Wealth Advisory has analyzed your entire picture, beyond just investments to calibrate all factors in order to achieve your goals[…]

view pdf >

February 24, 2020

SECURE Act Personal Planning Impacts and Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act will have wide reaching effects on retirement and estate planning. These notable changes create opportunities for financial advisors to assist clients in effectively planning[…]

view pdf >

March 16, 2021

Managing Your Personal Cybersecurity: Do’s and Don’ts

Watch our Cybersecurity Do’s and Don’ts video featuring Mark Ostrowski with Check Point Software Technologies and TEG’s Mitch Goldfeld.

View Video >

December 8, 2020

Estate Planning Do’s and Don’ts

Watch our Estate Planning Do’s and Don’ts Video featuring Ryan Swartz from McLane and Middleton law firm and TEG’s Mitch Goldfeld.

View Video >

April 3, 2020

How to Add Value for Defined Contribution Clients

Ensure that our approach is grounded in the applicable fiduciary duties and fiduciary best practices for our clients. Develop deep case law and legal precedent knowledge to proactively […]

View PDF >

April 3, 2020

Why Offer a 401(k) Plan?

While retirement savings plans can help employees prepare for their future, it’s also worthwhile to understand some important 401(k) benefits for employers. Though a 401(k) plan continues to be a desired employee benefit […]

View PDF >