The Astute Angle
A fresh and simplified perspective on personal finance topics
Invest Like a Woman
Summary To honor Women’s History Month, let’s look at recent trends, achievements, and the outlook for women in the world of finance. The gender gap in the world of financial planning and investing is quickly [...]
Bonds???
Yes, our team has been asked this question more than a couple of times over the last few months. Why hold bonds now? The main critique of bonds today goes something like this: Bonds are [...]
Popular Topics: Crypto Currencies
We are receiving more and more questions about cryptocurrencies and the role they play in RPG Managed Portfolios. Frequently crypto questions center around whether or not this is a craze, or if the blockchain and cryptocurrencies [...]
The Beauty of Bonds…Even Now!
Long and difficult-to-read books and articles abound on asset allocation strategy and the role that fixed income plays in a diversified portfolio. This note aspires to be neither long, nor difficult! Rather, we want to [...]
25 Years Later: Remembering a Father and a Legacy of Respect
At Resource Planning Group, we think a lot about legacy building. Planning helps guide how we can best utilize time in pursuit of the "important stuff." Sometimes we learn the most about legacy from our [...]
Higher Interest Rates are Definitely (maybe) Coming (eventually). Should I Sell My Bonds?
The thing I find most interesting about investing is how paradoxical it is: how often the things that seem most obvious—on which everyone agrees—turn out not to be true.” --Howard Marks, Co-Founder Oaktree Capital Management [...]
Asset Location: Organize Your Portfolio Like Your Kitchen
My family’s kitchen will not be profiled on HGTV as a model of organization. We face the practical limitations of 25-year old builder-grade cabinets and constrained space. We also face the reality confronted by many [...]
Financial Healing
Not long ago, our family sat in an office speaking with a doctor whose team had saved my son's life a few months earlier. Since the rescue surgery, Jacob (now 15) has had a couple [...]