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[…]

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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[…]

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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.[…]

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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)[…]

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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[…]

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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[…]

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November 3, 2017

RPg FWA Q3 2017 Global Investment Committee Market Commentary

We entered 2017 with U.S. stock markets at record highs and historically low volatility. We approach year-end with markets at new record highs, continued low volatility, and valuations stretched across most areas of the investment markets. Meanwhile, challenges remain both geopolitically as well as with respect […]

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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. […]

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June 12, 2015

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 […]

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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.

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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.

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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 […]

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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 […]

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April 3, 2020

Fiduciary Best Practices in Action: Your Guide to Retirement Committee Success

The vast majority of Defined Contribution retirement plan solutions provides retirement plan investment and recordkeeping services to plan sponsor clients from coast to coast. Most of these plan sponsors […]

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November 7, 2018

The Value of Working with an Independent Advisor

RPg FWA advisors deliver completely objective advice because they are independent from the firms that source any recommended investment products, and they are independent from the firm that will serve […]

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May 1, 2018

2018 Outlook, Allocation and Opportunities

2017 felt like the culmination of the unhappiest bull market we’ve ever seen. Stock markets then proceeded to hit a number of record highs as the year concluded, the job market continued to improve, unemployment reached a generational low […]

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November 28, 2017

Complexity of Two Legal Standards in One Industry

Albert Einstein said that the definition of genius is taking the complex and making it simple. Morgan Stanley’s departure from the broker protocol on October 30th may do the exact opposite by making an already complex industry more complicated. […]

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November 27th, 2017

Enhanced After-tax Return Strategy F.A.Q.

With top marginal income tax rates ranging from 40%-50%, the effect of taxes can have a dramatic impact on the risk / reward ratio for an investment. RPg’s Enhanced After-Tax Return Strategy seeks to provide a compelling solution for any tax-inefficient investment […]

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March 13, 2017

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

Considering Long-Term Care Insurance with Your Financial Advisor at RPg Family Wealth Advisory

Fact: Some 42% of Americans who reach the age of 70 can expect to utilize some type of long-term care during the remainder of their lives. […]

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