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Welcome to the Resource Blog! 

Here you will be able to find communications from the RIM team as well as helpful resources and articles.

Guest Post: Behavioral Finance and Investing: Are you Trying Too Hard? Thumbnail

Guest Post: Behavioral Finance and Investing: Are you Trying Too Hard?

Everyone makes mistakes. It’s part of what makes us human. Because humans understand their actions are sometimes flawed, it was perhaps inevitable that the field of psychology would develop a rich body of academic literature to analyze why it is that human beings often make poor decisions. In this blog we talk about behavioral investing and the role that bias plays in investment decision making.

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RIM 2022 Q2 Newsletter Thumbnail

RIM 2022 Q2 Newsletter

One of the most important variables in establishing a financial plan is future returns. A few percentage points difference in portfolio return can make or break a plan. Historically, both stock and bond market returns vary significantly from year to year and even longer periods of time can have quite a bit of difference in returns.

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Getting Things Done   Thumbnail

Getting Things Done

Key points: • Keep everything out of your head • Decide actions and outcomes when thing first emerge on your radar instead of later • Regularly review and update the complete inventory of open loops of your life and work

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Estimating Future Returns Thumbnail

Estimating Future Returns

If we have current earnings yield, a reasonable assumption for long-term growth, a time horizon and an assumed exit valuation, future returns becomes a math problem.

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2022 Q2 Market and Economic Outlook Thumbnail

2022 Q2 Market and Economic Outlook

Stocks are still expensive, but momentum is clearly negative. Arguably the biggest driver of higher asset prices – loose monetary policy - is not only ending, but shifting into reverse. The economy appears to be weakening even as the Fed raises rates, but high inflation will keep the pressure on the Fed to keep rates higher.

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