News & Media | RPg Family Wealth Advisory

news/media

June 22, 2017

Whats New at RPg Family Wealth Advisory

RPg FWA helped create an index variable annuity using similar Principal Protection strategies our founding principals utilized from 2007 – 2009. Zero downside risk with a participation rate of the up side. This was in reaction to our clients asking for something that they could do better than CDs with, participate if the market continues to go. […]

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July 28, 2016

Tactical Allocation Group Joins RPg Family Wealth Advisory

RPg Family Wealth Advisory announced today the addition of Michigan based Tactical Allocation Group (TAG). “Jim Peters is an early adopter in the Managed ETF space and has built an exceptional reputation over the past 30 years. […]

TEG Advisors Joins RPg Family Wealth Advisory

RPg Family Wealth Advisory announced today the addition of Boston based advisory team, TEG Advisors. “Bill, Mitch, Darby and John are a veteran advisory group with tremendous planning and investment expertise. I could go on about […]

2017 Outlook

Donald Trump is inheriting one of the strongest economies that has been handed to a new President in recent history (based on 3Q GDP). Since the 1970’s, only George H.W. Bush and Jimmy Carter assumed the office with higher GDP growth rates. […]

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July 12, 2016

Estate Planning Basics

The goal of estate Planning is to create an estate plan (Plan) that truly meets your and your family’s goals and objectives. With federal estate taxes of 40%, many wealthy clients engage in estate planning to minimize or eliminate those taxes. […]

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June 2, 2016

Financial Planning Analysis with RPg Family Wealth Advisory

RPg Family Wealth Advisory’s Retirement Analysis can help you prepare for your retirement when your regular paychecks stop, but your daily spending does not. […]

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April 19, 2016