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Who We Are
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.
Market Research & Analysis
A Rare Zweig Breadth Thrust Provides Optimism
The Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The signal indicates rapid and significant...
Understanding the Benefits and Risks of Annuities for Retirement Income
When planning for retirement, securing a reliable income stream is a top priority. Many retirees turn to annuities for retirement...
4-29-25 Should You "Stay the Course" Now?
Should you stay invested during today's market volatility? Lance Roberts and Jonathan Penn dive into why staying the cou...
Spock And The Logic Based Approach To Volatility
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative...
