News of real interest.


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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by: Greg Bone, Managing Director

“The beat goes on, the beat goes on.” The Beat Goes On, Sonny and Cher


In March of this year we marked the 8-year anniversary of the market nadir caused by the financial crisis of 2008. To kick off the beginning of the ninth year of this bull market, stock and bond markets continued their march upward. Global equity markets, as measured by the MSCI ACWI Index, were up 4.25% in the…

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by: RGT Investment Team

Click below to view our 2Q2017 Commentary Slides.

2Q2017 Commentary Slides

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