News of real interest.
Wealth management firm makes list for third year
DALLAS – The Dallas-based financial planning and investment advisory firm, RGT Wealth Advisors (“RGT”), has been named to the Dallas Business Journal’s Best Places to Work list for the third consecutive year.
“Our primary focus is to be champions of our clients’ financial goals and futures, and that all starts int…Read post
The internet’s ability to connect people and share ideas has evolved and given rise to a new type of investing called crowdfunding. In 2015 alone, the total equity invested in crowdfunding worldwide reached $2.56 billion dollars, according to the Massolution Crowdfunding Industry Report[i].
In this blog post, you will learn more about crowdfunding, how it works as an investment tool…Read post
Americans’ attitudes about money have shifted as a result of the 2008 Great Recession[i]. Many people either experienced financial hardships firsthand or saw loved ones struggle, making financial literacy more important than ever. Fast-forward nine years, and those financial conditions are still affecting money management methods used by many today.
In this post, we will shed some l…Read post
Dallas firm celebrates work anniversary of senior financial planner, former baseball pro
DALLAS ─ RGT Wealth Advisors congratulates Senior Financial Planner Brian Cloud for his five years of providing excellent client service at the Dallas-based wealth management firm.
As a certified financial planner, Mr. Cloud works with high net worth clients to develop a variety of …Read post