What’s Past is Prologue

What’s Past is Prologue

The title of this article is a quotation of William Shakespeare from his play The Tempest. The phrase means that history sets the context for the present. By knowing what has happened in the past, we can determine appropriate courses of action for the future. Recency bias sometimes gets in the way of using the […]

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What’s Past is Prologue
What is Environmental, Social, and Governance (ESG) Integration?

What is Environmental, Social, and Governance (ESG) Integration?

We are excited to announce the option of incorporating Environmental, Social, and Governance (ESG) focused investments into your existing investment program at RTD.  Investors around the world are increasingly calling for greater alignment between their investments and their values, in conjunction with greater transparency about how and where their money is invested.  This demand is […]

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What is Environmental, Social, and Governance (ESG) Integration?
GameStonk!

GameStonk!

By now you probably have heard about what has been happening with the trading in GameStop and other highly shorted companies. I missed it, what happened?  Several “professional investors” believed GameStop was a bad investment. As such, they felt the price of its stock would fall as other investors realized it was a bad investment […]

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GameStonk!

When Doing Nothing is Something

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When Doing Nothing is Something
A Roadmap Through the Presidential Election Uncertainty

A Roadmap Through the Presidential Election Uncertainty

As we move ever closer to November 3rd, the 2020 presidential election is once again shaping up to be a polarizing event for our country. To top it off, the impacts of COVID-19 bring new challenges regarding the voting process and its integrity, due in part to an election that will involve the widespread use […]

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A Roadmap Through the Presidential Election Uncertainty
Impact Investing

Impact Investing

It’s not necessary to do extraordinary things to get extraordinary results.” – Warren Buffett Since RTD’s founding in 1983, we have been inspired over the years by the generous passion of so many individuals and corporations who have been striving to make this a world a better place, not just for today but for generations to […]

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Impact Investing
If All Your Friends Jumped Off a Bridge, Would You?

If All Your Friends Jumped Off a Bridge, Would You?

The recent market volatility has brought the subject of behavioral finance back into focus.  There are biases inherent in the human mind that affect a person’s ability to make sound decisions, whether they are related to an investment portfolio or everyday life.  Over the coming quarters, I’ll be looking at a number of these biases […]

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If All Your Friends Jumped Off a Bridge, Would You?

Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording
Unwinding Timeshares

Unwinding Timeshares

While timeshares can offer access to an exciting vacation destinations, they often lose their luster and benefits go underutilized. So, what happens when you want out? Unfortunately, timeshare contracts can be difficult to unwind, and additional complexity arises in determining what will happen to the timeshare upon your passing. What happens if I pass while […]

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Unwinding Timeshares
Coronavirus Update

Coronavirus Update

By now you know, on December 31, 2019, China reported a cluster of cases of pneumonia in people associated with the Huanan Seafood Wholesale Market in Wuhan, Hubei Province.  A week later, Chinese health authorities confirmed that this cluster was associated with a novel coronavirus now identified as COVID-19.  By January 30, 2020, a total […]

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Coronavirus Update