RWM Insights

Is Value Providing Value?

As part of the RWM investment strategy we seek to tilt the equity allocation of a portfolio towards value stocks.  These are stocks that have low relative prices vs. their profits compared to growth stocks which have high relative prices vs. their profits.  However, in recent years value stocks have trailed growth stocks.  Is the recent under-performance by value stocks normal, and should we expect growth to continue to outperform?

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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.

Planning for RMDsRead more