News of real interest.


by: Kelly Mills, Senior Financial Planner

A few weeks ago, I volunteered at a summer camp serving refugee kids and it was art day. Over one hundred kids were doing an art project with shaving cream and food coloring. Imagine the chaos! All I could envision was scattered kids, swirling colors, shaving cream fights – inescapable mess!


Surprisingly, the scene I imagined didn’t happen.


Before beginning, the art t…

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by: Greg Bone, Managing Director

“The lark’s on the wing; The snail’s on the thorn; God’s in His heaven— All’s right with the world!” from Pippa Passes, by Robert Browning.


Financial markets continued their seemingly inexorable march forward in the third quarter despite a raft of worrisome news ranging from the ongoing political turmoil emanating from Washington D.C. to the devastating impact of three l…

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by: Mary Elizabeth Guidry

The end of summer generally signals the hottest time of year, so what better way to beat the heat than with a good book and a cold drink? A genuine thirst for knowledge is part of RGT’s culture, and members of our Investment Team would like to share some of their favorite books with you. We’ve included books for those that love a good narrative, books for the analytically minded, and even some…

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by: RGT Wealth Advisors

Approximately 77 percent of retirees now prefer to give money to loved ones throughout their retirement rather than leave inheritances in estates after they pass away according to a recent study.[i]


This post will explore the potential benefits and risks of gifting inheritances early, and help you determine if this could be the right strategy for you.

What are Some Benefits…

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