Medicare 101 – What to Keep in Mind When Signing Up

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Medicare 101 – What to Keep in Mind When Signing Up
The RTD Financial Charitable Fund

The RTD Financial Charitable Fund

After formally declaring Corporate Social Responsibility (CSR) as one of our firm’s esteemed Core Values, we decided it was only appropriate to establish a Donor Advised Fund, using a portion of our profits to direct funds to worthy organizations. We established the RTD Financial Charitable Fund to make a meaningful impact in our communities through […]

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The RTD Financial Charitable Fund
Retirement Planning – Beyond the Numbers

Retirement Planning – Beyond the Numbers

As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling!  Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]

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Retirement Planning – Beyond the Numbers
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?

Active Career Repositioning in Uncertain Times

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Active Career Repositioning in Uncertain Times
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!
Coronavirus Stimulus – Round Two

Coronavirus Stimulus – Round Two

On December 27, 2020, the Consolidated Appropriations Act of 2021 was signed into law. This legislation addresses a second round of stimulus checks, extended federal enhancements to unemployment benefits, new PPP funding, and a host of tax impacts.  We’ll review the highlights below and invite you to reach out for more information. Stimulus Payments In […]

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Coronavirus Stimulus – Round Two
Making the Most of Bank Operating Reserves

Making the Most of Bank Operating Reserves

In the current near-zero interest rate environment, most banking institutions aren’t providing any interest on their corporate banking accounts. Worse still, if an organization is willing to lock up reserves into short-term CDs at these same banks, they are only able to earn 0.25% at most. With interest rates being so low and the uncertainty […]

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Making the Most of Bank Operating Reserves

Income and Estate Tax Considerations – Pending Possible Legislative Change

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Income and Estate Tax Considerations – Pending Possible Legislative Change

When Doing Nothing is Something

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When Doing Nothing is Something