Michelle Knight Promoted to Chief Executive Officer of RWA Wealth Partners
BOSTON, June 3, 2024 — RWA Wealth Partners, a leading independent fiduciary responsible for $15 billion in client assets, today announced the promotion of Michelle Knight as the firm’s Chief Executive Officer. Most recently, Knight served as RWA Wealth’s President following the merger of Adviser Investments and Ropes Wealth Advisors. Prior to the merger, Knight…
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…
Adviser Investments Rebrands as RWA Wealth Partners
New identity reflects integrated offering of wealth management, tax advisory and planning services for high-net-worth and ultra-high-net-worth clients Highlights expanded capabilities and continuing dedication to exceptional client experience BOSTON, Nov. 6, 2023 /PRNewswire/ — Adviser Investments, a leading independent wealth management firm, today announced its rebranding as RWA Wealth Partners. The rebrand follows the successful merger with…
Why Convert From a Traditional IRA to a Roth IRA?
It’s One of the Smartest Tax Moves You Can Make. The Roth IRA may be the best retirement savings vehicle available to the American investor today. Whether you are young or old, a white-collar worker or a business owner, this type of account is a fantastic investment choice. Special features like tax-free withdrawals and the lack…
How Do Interest Rates Impact Your Estate Plan?
Interest rates are at generational highs and the Federal Reserve will keep them elevated into 2024. Working with an advisor who understands how interest rates affect irrevocable trusts can save you money on taxes and boost their efficacy. How Do Interest Rates Impact Your Estate Plan? Just as rising interest rates influence your investment portfolio,…
Investing Globally
After the tech bubble burst and markets bottomed on October 9, 2002, the U.S. stock market recovered over the next five years with a 121% gain. While that may sound enviable, foreign stocks doubled the U.S. market over the same stretch, generating a 237% return. Back then, it was almost heresy to suggest that investing…