Thoughts on Investing (Winter 2019) – Changes in the RIA Industry and what they may mean for investors
Daniel Yu | December 11, 2019
Posts Categorized: Wealth Management
Capital Conversations (Fall 2019) – Changes, Hard Decisions and Things Learned from My Clients
Laura Hall | November 25, 2019
Perhaps one of the most interesting discoveries in modern history was the structure of DNA. As we continue to study our genetic makeup, we are making fascinating discoveries about history, physiology, and disease. CRISPR technology is allowing us to make changes to the genetic structure of plants and animals. And as the technology improves, we can see potential benefits for humans ...Read more. Read More
Market View (Fall 2019) – Ethics in Biotechnology: Just Because We Can …
Daniel Yu | October 22, 2019
Perhaps one of the most interesting discoveries in modern history was the structure of DNA. As we continue to study our genetic makeup, we are making fascinating discoveries about history, physiology, and disease. CRISPR technology is allowing us to make changes to the genetic structure of plants and animals. And as the technology improves, we can see potential benefits for humans ...Read more. Read More
Reinventing Retirement Benefits to Drive Millennial Engagement
REDW Wealth | September 3, 2019
Attracting and retaining millennials, the largest segment of today’s workforce, is a priority for companies in one of the tightest labor markets in history. One way to do this is to re-evaluate the company’s benefits—particularly the retirement plan—so that they better align with millennials’ needs and priorities. Read more. Read More
REDW Wealth Ranked in Registered Investment Advisors for 2019 by Financial Advisor
Sarah Stevens | August 23, 2019
REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that it has received a recognition from the accounting and financial services industry. Read more. Read More
August Volatility – Crosscurrents in the Data
Daniel Yu | August 16, 2019
August 2019 has certainly been a volatile month, with the market falling about 3% in one day on August 14. Two items have dominated the headlines – trade and the inverted yield curve. Read more. Read More
Market View (Summer 2019) – Ethics and Big Tech: What Are the Limits?
Daniel Yu | July 26, 2019
In our last newsletter, we discussed the importance of ethics as a safeguard of the trust necessary to a free market economy. Recently, the role the largest technology companies play in our society has come under scrutiny, and we are beginning to assess the responsibilities they have to our society. Read more. Read More
Planning Matters (Summer 2019) – Continuing the Deeper Dive into Our Map of Financial Advice, Planning and Wealth Management
David Cechanowicz | July 2, 2019
In the June 2018 issue of Planning Matters, we did a deeper dive into a colorful visual aid that outlines the breadth of wealth management and planning services offered by REDW Wealth, LLC – our “Universe of Financial Advice, Planning and Wealth Management” map – which shows the wide scope of planning services we offer in four primary planning areas: Business Planning, Estate Planning, Retirement Planning and Investment Planning or Asset Management. ... In this issue, our focus is on the role of Strategic Tax Planning and what it means in the lives of our clients.Read more. Read More
Capital Conversations (Spring 2019): Seniors, Exploitation and Red Flags
Laura Hall | May 6, 2019
Estimates are that older Americans lose approximately $2.9 billion a year to a growing assortment of financial exploitation schemes and frauds, according to the 2019 Fraud Book recently released by the U.S. Senate Special Committee on Aging. Criminals, foreign and domestic, are targeting seniors with the goal of depriving them of their savings, including retirement savings. Over the years, a number of our clients have asked that question and been surprised at the answer. Read more. Read More
Market View (April 2019) – Rules vs. Principles: A Talk by Andrew Fastow
Daniel Yu | April 17, 2019
The CFA Society of New Mexico recently hosted a fireside chat by Andrew Fastow, the former CFO of Enron. Mr. Fastow began the time by acknowledging that what he did was wrong, unethical, and illegal. He also took full responsibility for his actions and apologized.
For the rest of his talk, however, Mr. Fastow did not focus on Enron, but rather the way we work to rationalize questionable behavior. Mr. Fastow led us through a few thought exercises that might appear to be unethical, but upon further examination and with a little more information were actually examples of routine business practices. Read more. Read More