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The team behind RIA has extensive experience in the financial industry. As fiduciaries, our team is dedicated to transparency, diligence, and serving your needs. Our financial planning professionals hold relevant certifications, and our investment team collectively has over 30 years of experience in portfolio management.

Latest Insights

Invest
MicroStrategy And Its Convertible Debt Scheme

MicroStrategy (MSTR) stock is soaring alongside Bitcoin. In the wake of extreme confidence, we fear...

Invest
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.

While analysts are currently very optimistic about the market, the combined risk of high valuations...

Invest
Two individuals analyzing papers with graphs, discussing a diversified investment portfolio strategy.
How to Build a Diversified Investment Portfolio for Long-Term Growth

Investing for the long term is a journey that requires careful planning, patience, and, most import...

Daily Market Commentary
China Is No Longer The Marginal Buyer Of Oil

From 2010 through 2022, the US Energy Information Administration (EIA) calculates that global oil d...

Daily Market Commentary
What Are Material Stocks Telling Us?

Material stocks have been one of the worst-performing sectors this year, lagging the S&P 500 by...

Daily Market Commentary
Housing Affordability Brings Market To A Standstill

Housing affordability helps explain why residential real estate transactions have reached a standst...

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