Our mission is to empower investors to make better informed decisions. Our approach involves streamlining the portfolio management process to help clients achieve their financial goals.
We promote the idea “Investors Deserve to Know” as a way to highlight the need for transparency, clarity, and accountability in the investing process. We believe that you should be absolutely certain about the fees you’re paying and the value you’re receiving. Whether it’s strengthening an investment policy, clarifying retirement possibilities, or advocating in the best interest of your organization and staff, we’re here to help. When the investing process is streamlined and clear, you are able to make informed decisions and focus on what matters most.
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The Study on Nonprofit Investing (SONI)
Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.
Now is your chance to answer the question—Are my organization’s investment reserves “normal”?
Nonprofits Deserve to Know
Planning for RMDs
Required minimum distributions, or RMDs, are an important aspect of planning for retirement that can affect your retirement income strategy. Understanding and estimating your RMD can help you create a retirement income plan before you are even required to take your first withdrawal.
High Quality Bonds Show their Worth
With the increase in interest rates start the year and the relatively low yields offered by bonds, some investors are questioning their need to hold bonds. However, in May we saw another example of why it’s important to maintain a high quality bond allocation in a portfolio.
How Much Income Do You Need in Retirement?
Deciding how much of your pre-retirement income is needed to sustain your current lifestyle during retirement can help you prepare for a better retirement outcome. Planning for your new sources of income and differing expenses in retirement is key. This month, Dimensional Fund Advisors explains replacement rates, how they change with increased income, and how
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.