Broker Check
(317) 810-9351
Client Login

Blog

The RP Wealth Advisors blog covers topics such as wealth management, financial planning, developing financial literacy skills, retirement planning, investing, and more.

Monday, December 12, 2022

Although it's beneficial to review, update, or plan at any time, the actions investors take at the end of the year to maximize contributions or offset capital gains, for example, help get the new (financial) year off to a positive start.

Tuesday, October 25, 2022

Broadly, ESG - Environmental, Social, and Governance - investing is the application of a set of "socially-responsible, green" standards on the universe of investable securities in an effort to align a portfolio with an investor's values.

Friday, September 16, 2022

Although there are a number of ways to approach the financial planning process, this entry details a fe of the most essential elements found in a financial plan - including the goal-setting, budgeting, investing, and monitoring process(es).

Friday, August 5, 2022

One of the most effective, but often overlooked, ways to generate portfolio alpha - as in, produce returns over and above the market - is to be aware of and preempt the impact of portfolio detractors such as drawdowns or taxable events.

Wednesday, July 6, 2022

A key element of behavioral finance is the analysis of cognitive biases which negatively impact financial decision-making. In short, behavioral finance seeks to identify what makes otherwise rational individuals become irrational investors.

Show All

Tuesday, May 24, 2022

Investing in the stock or bond markets can be an emotional process. However, referencing and understanding the CBOE Volatility Index may provide some historical perspective to current market volatility and its impacts on your portfolio.

Monday, April 11, 2022

Many individuals assume the terms “market” and “economy” can be used interchangeably in reference to the financial system. However, as will be explored, the two mean quite different things and may even present conflicting information.

Thursday, February 24, 2022

The order of portfolio returns in retirement is significant - it can "make or break" one's retirement plan. This article outlines sequence risk and explores preventative measures to take to mitigate its effects on a retirement portfolio.

Friday, January 14, 2022

A cash flow statement summarizes inflows/outflows of funds to reveal an individual’s pattern of spending, saving, and investing. RP Wealth Advisors uses cash flow and net worth statements in tandem for holistic financial planning purposes.

Tuesday, December 28, 2021

The two basic types of financial statements are (1) the statement of financial position and (2) the cash flow statement. For the purposes of this article, we will explore the statement of financial position (a net worth statement).

Monday, November 29, 2021

Like any professional field, the financial industry has its own set of jargon and lingo. In addition to providing sound financial advice, etc. the RP Wealth Advisors team strives to foster each clients' financial literacy and understanding.

Friday, October 29, 2021

Bonds are one of three asset classes that are typically incorporated into an investment portfolio. What are the different types of bonds, and how can investors incorporate them into their portfolios to hedge equities and generate income?

Monday, September 20, 2021

Goal-based investing shifts the focus away from the markets and back to the investor. With goal-based investing, the objective is not to generate superior return over the short term, but to manage investments to achieve measurable goals.

Sunday, August 22, 2021

Although an individual’s investment horizon, goals, and risk tolerance are interconnected, risk tolerance (and aversion) often trumps the others in the construction of a portfolio - which is why it is an essential concept to understand.

Tuesday, August 10, 2021

In addition to considerations such as tax efficiency, liquidity needs, income requirements, etc. appropriate asset allocation strategies allow for customization, diversification, and results geared toward both clients’ needs and goals.

Friday, July 30, 2021

When thinking about your current financial situation and future goals, consider the framework we use with clients: build, preserve, adapt, and give.