Riverpoint Wealth Management in the News

CNBC + Acorns:  3 Questions to Ask Yourself Before Selling an Investment

U.S. News & World Report:  7 Steps to Manage Your Money

Tribune Newsletter:  Using RMDs for Charitable Giving

U.S. News & World Report: Why Dividend Investors Should Know About High Yield

U.S. News & World Report: Are You Rich? How the Wealthy Are Defined

U.S. News & World Report:  3 Reasons You Overspend

U.S. News & World Report:  How to Use an Employer Stock Plan

Mansion Global:  Is It the Right Time to Invest in Luxury Real Estate?

Investment News:  Charitable giving through donor-advised funds on rise

Investor’s Business Daily:  Nine Steps On Life‘s Financial Ladder

Financial Planning:  Are advisers steering wealthy clients away from 529 plans?

CNN Money:  4 Ways to Jump-start Your Retirement Savings in 2017

Money Magazine:  4 Smart Retirement Moves Couples in Their 40s Should Make Now

Money Magazine:  5 Essential Retirement Moves for Couples in Their 20s and 30s

Washington Post5 Things To Do Now To Get Ready For Retirement

Washington Post:  How to Retire Without Regrets

Washington Post:  Not Ready to Retire, but Not Finding Work

U.S News & World Report:  5 Factors for Retirees to Consider for Their Investments

U.S. News & World Report: 3 Ways to Fix Your Investment Portfolio Before January

Washington Post: Afraid Your Retirement Nest Egg Won’t Last Long? You’re Not Alone.

Financial Planning: 7 Secrets Your Clients Are Keeping

Money Magazine: Should I Use Home Equity to Invest for Retirement?

Wall Street Journal: When a Client Has More Than One Advisor

U.S. News & World Report: Your End­-of-­Year Financial Checklist

Bloomberg Financial: Strategies for the New Single Majority

Investor’s Business Daily: Nine Steps On Life’s Financial Ladder

Wall Street Journal: Wealth Adviser: You Need to Be the Bad Guy

Wall Street Journal: Voices: Tim McGrath, on Confronting Clients Who Spend Carelessly

Chicago Tribune: Getting Personal with Your Financial Expert Can Pay Off

Wall Street Journal: Three Big Money Mistakes You Could Be Making Right Now

Financial Advisor Magazine: Expect to Work Harder

Advisor Today Magazine: Bye­-Bye to Buy & Hold?

Financial Advisor Magazine: Communication Key with HNW Clients




The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  The information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.   Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.  No strategy assures success or protects against loss.  Investing involves risk including the potential for loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.  Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price.  Value investments can perform differently from the market as a whole.  They can remain undervalued by the market for long periods of time.  Treasury inflation-protected securities (TIPS) help eliminate inflation risk to your portfolio as the principal is adjusted semiannually for inflation based on the Consumer Price Index – while providing a real rate of return guaranteed by the U.S. Government.  Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.  Investing involved risk, including the risk of loss.  Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.  Withdrawals used for qualified expenses are federally tax free.  Tax treatment at the state level may vary.  Please consult with your tax advisor before investing.