Blog2020-12-23T18:36:21-05:00

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 [...]

March 20, 2023|

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 [...]

June 16, 2022|

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 [...]

April 26, 2022|

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 [...]

February 16, 2022|

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 [...]

August 10, 2016|

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 [...]

July 18, 2019|
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