Volatility and the Case for Endurance
Updates on tariffs, market dynamics and strategy. Join JP as he explores how recent market volatility presents risks and potential opportunities for long-term investors, emphasizing the importance of staying focused on your financial plan amid uncertainty. Watch now to gain valuable perspective on navigating today’s challenges and positioning your portfolio for future success.
RWA Wealth Partners Named a Finalist in the Twelfth Annual Family Wealth Report Awards 2025
RWA Wealth Partners, a leading wealth management firm serving the North American family office and family wealth industry, has been selected as a finalist in the following categories at the Twelfth Annual Family Wealth Report Awards 2025 program. • Outstanding CEO (Chief Executive Officer) – Michelle Knight• Women in Wealth Advisory (Individual) – Michelle…
Wealth and Wisdom
Helping your loved ones achieve financial independence requires more than just money. You can give gifts during your lifetime and pass on assets, but without the wisdom of how to grow and preserve them, that wealth may be short-lived. Head of Wealth Management Steve Reder shares his advice on how you can transfer your values along with your assets with three easy strategies. Watch now!
The Uncertainty Trade
Markets have changed course in 2025, as investors and corporate executives strain to keep up with rapid policy shifts. With U.S. markets selling off and the Magnificent 7 leading the move down, CIO Joseph “JP” Powers shares where investors are finding value in this turbulent environment. Watch now for his perspective.
Navigating Times of Change
With a new administration in Washington and stock market valuations running high, investors have a lot to digest. Chief Investment Officer Joseph “JP” Powers reviews themes impacting markets today, including AI, trade wars, tariffs, deregulation and more. Watch now for his insights!
Trends That Defined Markets in 2024
Stocks soared this year, but can it continue? In this video, we review the last year in markets, highlight some of the surprises and give you our thinking on inflation, interest rates and more. Watch Joseph Powers share his latest insights!
Post-Election Update: What’s Next?
In this video, we analyze the election’s impact on market dynamics and investor sentiment. See how recent outcomes might shape economic expectations and market behavior. Watch Joseph Powers’ latest insights on the markets and the economy!
Market Outlook for Remainder of 2024
How are you feeling about your future? There are reasons to feel uncertain, but recent market volatility may have created opportunities.
How Do Elections Impact Your Wealth?
Another election cycle has begun, and you may feel a looming anxiety about how your wealth and investment portfolio will be affected. Recent surveys show how heavily the 2024 election outcome is weighing on investors. A retirement study by Nationwide showed that 45% of respondents believe it will significantly sway their portfolios—more so than financial markets.1 This bipartisan concern spans 68% of Republican and 57% of Democratic investors surveyed. To that end, 33% of pre-retirees have already started to manage their investments more conservatively due to election uncertainty.2 Each time an election cycle revs up, people start to get nervous about their finances. In 2016, for example, 47% of investors with at least $1 million in assets3 considered reducing their market exposure around the…
How to Minimize Estate Taxes and Maximize Your Legacy
Take a hard look at your estate plan. Does it show considerable tax exposure? Given the substantial increase in estate tax exemptions—rising to nearly $26 million for married couples1 in 2023—there are ample opportunities to avoid heavy taxes in today’s environment. In fact, in recent years only 0.2% of estates2 have been subject to taxation…