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    We are dedicated to providing your family with a customized solution for your unique and complex financial circumstances.

Blog

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Matt LaRocca | Aug 17, 2016

RDM Capital Ranked One Of Lipper’s Top 40 “Best Money Managers”

RDM Capital Ranked As One Of Lipper’s Top 40 “Best Money Managers” For The Performance Of Its Large Cap Value Equity Composite In The Second Quarter 2016 For
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Matt LaRocca | Apr 13, 2016

Department of Labor Announces New Fiduciary Duty Rules for Advisors

Regulation

Recently, the Department of Labor passed new rules that hold certain types of financial advisors to a higher legal standard with respect to advice provided for

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Matt LaRocca | Jan 23, 2016

Thoughts on January 2016 Market Correction

The purpose of this commentary is to share briefly our views on some of the recent events that have impacted the capital markets in the United States. What

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Matt LaRocca | Nov 2, 2015

Equity Markets Recover in October

Equity markets have recovered in October after a steep correction in the third quarter. The S&P 500 fell approximately 7% in the third quarter due to

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Matt LaRocca | Aug 28, 2015

Thoughts on Recent Market Volatility

The past two weeks have been historically volatile in the stock market, with the Dow dropping 1900 points before recovering more than 900 points in the span of

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Matt LaRocca | Aug 13, 2015

Commentary on Collapse in Commodities

This special market commentary is intended to address the current weakness in commodity prices that began in the latter half of 2014 and has continued

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Matt LaRocca | May 29, 2015

Financial Planning for New College Graduates

The Wall Street Journal Online has a good article in its "weekend investor" section today that reviews several important financial planning topics for new

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Matt LaRocca | Apr 24, 2015

Retirement Plan Contributions and Worker Confidence

We have repeatedly written about the importance of maximizing contributions to retirement savings plans, such as 401(k)s and IRAs, due to the benefits of tax

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Matt LaRocca | Apr 10, 2015

First Quarter 2015 Market Commentary Now Posted

We recently posted our First Quarter 2015 Market Commentary to the News & Analysis page! The Market Commentary includes our review of market developments in the

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Matt LaRocca | Mar 13, 2015

The Impact of Emotions on Financial Decisions

Investors are often faced with emotions caused by swings in the stock market, as exemplified by this year's heightened market volatility. However, emotions can

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Matt LaRocca | Mar 6, 2015

Financial Knowledge is Key to Maximizing Long-Term Savings

A recent study by the National Bureau of Economic Research indicates that a key component of investment success over the long-term is financial knowledge, as ou

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Matt LaRocca | Feb 27, 2015

Is the 4% Rule in Retirement Appropriate for Everyone?

Estate Planning

A common retirement rule of thumb that we have written about in our blog in the past is the 4% rule for withdrawals from savings in retirement. A recent Market

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