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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Western Stars Inspiration

Western Stars Inspiration

Anyone who knows me knows how much music is a part of my everyday life.  I especially enjoy live concerts and prefer smaller venues over stadiums.  I listen to a variety of genres depending on the mood I’m in or one I want to elevate to.  I was struggling with a topic for this blog […]

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Spring Cleaning for Financial Documents

Spring Cleaning for Financial Documents

Before you clear off your dining room table, putting away those tax documents, take this opportunity to organize your financial records. Whether you prefer a tabbed binder or a digital folder, taking the time to pull together and annually update your financial information will be beneficial in the long run. Not only will it make […]

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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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Clarification on 2020 IRA RMD Changes

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Important Tax Update

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CARES Act Provisions

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Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording

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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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