Blog

This past Sunday, my parents brought together as much of our family as they could—siblings, nieces and nephews, cousins, aunts and uncles—for an extended day of lawn bowls at Roxbury Park. At one level, it was simple. A beautiful day. A casual game. Time together. But it was also something more. […]

Wars such as the one unfolding in Iran currently are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events. Markets are forward-looking. Prices move […]

The 2025 calendar year proved to be a testament to market resilience, characterized by a dramatic “V-shaped” recovery that saw major indices overcome significant policy-driven volatility to finish near record highs. While the year was marked by geopolitical shifts and domestic policy changes, the underlying strength of the American consumer and […]

Surprises are for birthdays. Not for tax time ® Here’s a checklist of our top recommendations to help you make the most of your opportunities before December 31. Even a few proactive steps now can help you feel more organized and ready for the year ahead. After year-end almost all tax […]

‘ Grounded in the science of capital markets and evidence-based investing, savvy investors remained focused on the enduring principles of: • Broad global diversification to manage risk and capture opportunity • Cost containment to enhance net returns • Tax minimization to preserve after-tax growth This framework […]

Also known as an Ethical Will, legacy letters are a tradition of imparting your history and values to your loved ones. While traditional estate planning documents like Wills and Trusts focus on the distribution of assets, a legacy letter serves a different purpose altogether—it captures who you are, your values, and […]

On the 250th Birthday of the United States of America, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping Federal tax reform package, including numerous provisions affecting individuals, estates, and businesses. Provision Effective Impact Child & Dependent Care Exclusion 2026 and beyond Expanded to $7,500. SALT Deduction Cap […]

Along with vacations, slowing life down and enjoying the warmer weather, a good personal finance task to assign yourself this summer is to review your family’s estate planning documents. It may not be as much fun as a day in the sun, but keeping your estate […]

In a world obsessed with the latest stock tips, market forecasts, and financial influencers, ancient Stoic philosophy might seem like an unlikely guide to investment success. Yet for over two millennia, Stoicism has helped individuals navigate uncertainty, fear, and fortune with composure and clarity. The markets, like life, are unpredictable. But […]

Current stock market volatility has only reinforced the importance of leveraging a disciplined, rules-based investing approach. President Donald Trump’s move to impose sweeping tariffs on U.S. imports sparked threats of retaliation, as companies and governments rushed to count the costs from an escalating trade war that threatens to shake up global […]

by Selwyn Gerber CPA, Founder and Chief Strategist: RVW Wealth LLC For generations, families and friends have gathered around the Monopoly board, rolling dice and strategizing their way to financial dominance. But beyond the fun and competition, Monopoly offers timeless investment principles that can be applied in the real world. Whether […]

In today’s digital world, identity theft is a growing threat that can strike anyone, anywhere. Imagine logging into your bank account and finding unauthorized transactions, or receiving a call from a creditor about a loan you never took out. For our clients, identity theft is a real risk that can lead […]

Negotiation is an essential skill in business and everyday life. Whether you’re closing a deal, negotiating a raise, or finalizing a contract, mastering the art of negotiation can help you achieve better outcomes. Effective negotiating isn’t about dominating the other side but about finding mutually beneficial solutions—turning potential conflicts into opportunities […]

Warren Buffett, one of the world’s most successful investors, has consistently voiced his skepticism about cryptocurrencies, particularly Bitcoin. His disbelief in crypto stems from fundamental investment principles, specifically the two primary methods of valuing assets: (1) the present value of future income streams and (2) the greater fool theory. The Present […]

Strategic Gifting: A Smart Approach to Estate Tax Planning With the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025, many high-net-worth individuals are increasingly concerned about the potential reduction of the historically high lifetime gift exemption, currently at $13.61 million per person. As this deadline […]

“Surprises are for birthdays. Not for tax time”® Overview: Having your tax preparer do a tax projection prior to year end allows you to take timely proactive tax optimization moves. Knowing your marginal tax rate impacts many important decisions like acceleration of deductions or deferring income. Invest in tax-optimized investments wherever […]

Monopoly, the familiar game of boardwalk empires and bankruptcies, offers more than just a thrilling route to financial domination (or ruthless annihilation) of your fellow players. Beneath the veneer of dice rolls and dog-eared money lies a surprisingly apt allegory for navigating the complexities of the stock market. Here are three […]

Charlie Munger was one of the greatest investors of all time. Throughout the years he helped Berkshire Hathaway grow into one of the world’s largest conglomerates (as well as Daily Journal and Westco – amoung others). Munger helped Warren Buffett change his investment philosophy around finding amazing businesses at fair prices. […]

Stocks notched solid gains in the first quarter despite some recent setbacks, as enthusiasm about artificial intelligence, signs of a soft landing, the onshoring megatrend and dovish talk from the Fed buoyed investor confidence. The market rally has broadened over the past few months, moving from a story of […]