News of real interest.


by: Steven W. Novak, JD, Managing Director

There’s a real problem with this estate tax thing. It isn’t so much that the tax exists, or the exemption amount, or the tax rate (although you may justifiably have an issue with any of those). Rather, the problem it presents is that clients are compelled to make major planning decisions today relying on current estate tax law, while they (hopefully) won’t be passing away for a long time int…

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by: RGT Investment Team

Comparing past economic environments and investment markets to today is never easy and can be fraught with risk.  Rarely does history repeat itself exactly but it does often rhyme.  Examining today’s economy and investment markets versus the ones leading up to and through the technology bubble has received its fair share of press.  During the last few months of 2020 and rolling forward into 2…

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by: RGT Wealth Advisors

This past year has reordered our lives in numerous ways as we have all dealt with a seemingly endless barrage of uncertainty and disruption. One thing we know for sure is that this year will end….and soon! As we bid a not so fond farewell to 2020 there are several financial considerations for us all to keep in mind. As always, we recommend working with your RGT advisor if any of these items trig…

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by: RGT Wealth Advisors



The RGT 2020 reading list is here! Click here to view our team’s top picks for this year.


We hope you enjoy these selections as much as we have.


Happy reading!…

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