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RVW Wealth Advisory: Market Volatility in Perspective
“In the short run, the market is a voting machine but in the long run it is a weighing machine.” -Warren Buffett, May 1987 Buffett was quoting the legendary Benjamin Graham, the father of value investing, who referred to a fictional “Mr. Market,” a “poor fellow [who] has incurable emotional […]
jonathanlgerber
Jan 31, 20222 min read


RVW Q1 Newsletter
A Steady Hand at the Tiller – Navigating Turbulent Waters RVW Wealth has just disseminated our reports for the Fourth Quarter of 2021. The results again demonstrate how our evidence-based wealth management approach traversed the choppy waters to deliver solid returns.The narrative that accompanied the quantitative reports is provided below. Although […]
jonathanlgerber
Jan 15, 20228 min read


How to Build Wealth in Your 40s: 5 Proven Strategies
36% of Americans do not believe that they will ever have enough money to retire. Others believe that they will have to work longer than they originally planned to have enough money to retire. One way to avoid these situations is learning how to build wealth in your 40s to prepare you […]
jonathanlgerber
Dec 4, 20214 min read


Investing In Your Future Wealth: 6 Tips for Choosing the Best Wealth Management Firm
What is a wealth management firm, and what does a wealth manager do? A wealth management firm can offer many benefits to improve your wealth and investments over time, but not all are created equally. Demand continues to grow for wealth managers and financial planners, with searches growing by 70%. A wealth manager […]
jonathanlgerber
Dec 4, 20215 min read


Smart Investing: Learn the Most Important Types of Stocks
Despite the global pandemic, in November of 2020 total market capitalization of the stock market reached $95 trillion. This surpassed levels from before the COVID-19 epidemic even occurred. With the stock market so strong and buoyant, do you know how to invest? With online applications, this is now easier than ever if you know […]
jonathanlgerber
Dec 3, 20214 min read


How to Build Wealth in Your 40s: 5 Proven Strategies
36% of Americans do not believe that they will ever have enough money to retire. Others believe that they will have to work longer than they originally planned to have enough money to retire. One way to avoid these situations is learning how to build wealth in your 40s to prepare you […]
jonathanlgerber
Dec 1, 20214 min read


Remaining Disciplined during Market Volatility
INTRODUCTION In many ways, volatility could be defined as the price one pays in the short run for the returns they will get through large growth in the long run. There are several reasons why market volatility is a huge psychological test for traders and stock marketeers. With a constant stream […]
jonathanlgerber
Nov 5, 20217 min read


Life insurance part two: A deeper look
Introduction To dive a little deeper into life insurance, life insurance is an agreement between the policy owner and an insurer. Life insurance is money that a person saves to help himself or his family in need for a lifetime. Suppose a sudden death occurs in a family; if the person […]
jonathanlgerber
Oct 29, 20218 min read


Life insurance Part One: An Introduction
INTRODUCTION Ever wonder what may happen in the future to yourself or others close to you and the outcome it may have in the event of a loss? Life insurance is one best option that protects against one’s loss of life; it can act as a protective aspect for your loved […]
jonathanlgerber
Oct 27, 20217 min read


The Six “P’s” of Prudent Investment Management
When it comes to formulating investment management strategies, prudent investors should first realize that certain aspects of their investment journey are uncontrollable. This includes the unpredictable ways of the market, the emotive responses to market changes leading to volatility, and future trends of the market and the underlying economy. With this […]
jonathanlgerber
Oct 25, 20217 min read


The Psychology of Money: A Book Review
“The Psychology of Money” is a concise and engaging book about personal finance. Author Morgan Housel – writer and partner of the Collaborative Fund – explores the impact our behavior has on our ability to manage money. The first indication of the book’s conciseness is its total length (less than 250 […]
jonathanlgerber
Oct 22, 20216 min read


Why the Standard & Poor’s 500 Index is a Bad Benchmark for Equity Performance
It’s not hard to see why Bloomberg would write such a headline. The S&P 500 Index, or Standard & Poor’s 500 Index as its formally known, is one of the most quoted stock indexes in the world. When readers see such a headline, many will immediately think, “the stock market recovered […]
jonathanlgerber
Oct 21, 20213 min read


Tax Deferred Accounts vs. Tax Free Accounts Which one is better?
Are you at a crossroads when it comes to deciding which retirement saving plans you should opt for? Well, while there is no straight-up answer as to which plan is the best overall, you can still choose which plan is best for you on the basis of your particular circumstances. The […]
jonathanlgerber
Oct 15, 20217 min read


Roth IRAs and Roth 401(k)s What are they, and how are they beneficial
Would you like to pay taxes on your savings after you retire? If the answer is no, then the Roth 401(k) and the Roth IRA are ideal for you. However, even within these options, you must choose which plan you want to contribute to. Our guide is designed to give you […]
jonathanlgerber
Oct 14, 20215 min read


Tax-Deferred Accounts Part 2: Traditional IRAs & Rollover IRAs
Taxes are a major consideration when you are thinking of setting up an IRA account. Do you want help determining which retirement savings plan offers the best savings and benefits? Our guide is designed to help you understand two of the most common types of IRA: Traditional and Rollover, and the […]
jonathanlgerber
Oct 11, 20217 min read


Tax-Deferred Accounts Part One: 401(K) Accounts – What They Are and Why They’re Beneficial
Have you ever thought about how you will support your lifestyle after retiring? Are you looking for retirement plans but can’t seem to make head and tail of them? Our guide breaks down the basics of Americans’ most common retirement plan: the 401(k). This account allows you to contribute to your […]
jonathanlgerber
Oct 8, 20217 min read


Real Estate Investing
Have you ever considered investing in real estate without the drawbacks of having the duties of a landlord? Allocating one’s capital to real estate can seem like a natural part of any diversified investment portfolio and is often touted by financial experts as having a central part in any portfolio. This […]
jonathanlgerber
Oct 4, 20217 min read


ANNUITIES: WHAT THEY ARE & PROS AND CONS
In this era of low interest rates, Annuities have been promoted as a simple solution for those individuals who seek to have a steady source of income, particularly during their retirement years & when other sources, such as Social Security, might not be sufficient to meet such individuals’ needs. Here we’ll […]
jonathanlgerber
Oct 2, 20216 min read


Cryptocurrency
The phenomenon of cryptocurrency has taken the world by storm. Whether it be well known names like Bitcoin or fads based on memes like Dogecoin, the popularity of crypto has surged within the digital landscape in recent years. This is due to the role celebrities and top executives such as Elon […]
jonathanlgerber
Sep 27, 20217 min read


Portfolio Rebalancing – What It Is & Why It’s Important
If you—as an investor—decide to construct a portfolio, upon what principles will your overall asset selection process go about? For most investors, the fundamental principle is that the portfolio should reflect their individual risk tolerance. This is obviously different for everyone depending on the circumstances and needs of the investor, but […]
jonathanlgerber
Sep 24, 20217 min read
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