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RESOURCES

Welcome to the Resource Blog! 


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

2022 Contribution Limits Thumbnail

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

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Our Story

Planning for the future and investing are complicated. As a fee-only, fiduciary, Registered Investment Advisor, we can help clients plan and prepare.

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RIM 3Q 2021 Economic and Valuation Update and Outlook Thumbnail

RIM 3Q 2021 Economic and Valuation Update and Outlook

While predicting the direction of the economy looks hard here, analysts are clearly optimistic about corporate earnings, foreseeing strong profit growth for the foreseeable future. Investors are willing to place rich multiples on these rosy projections, driving the market to extremely high levels when using historical metrics (trailing EPS, book value, size of the economy, replacement cost, etc). This market has been driven on easy money and speculation, but there are signs the speculative fervor is starting to cool. “Buying the dip” has been a profitable strategy since 2009, so this slight decline could be ephemeral. This strategy does not always work, however - sometimes the supposed dip is just the first part of a major plunge. It is impossible to confidently predict when that will happen, but the conditions are in place. Investors are wise to be cautious.

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Larson Patty - My "Why" Thumbnail

Larson Patty - My "Why"

Larson Patty explains why he is helping clients at Rothman Investment Management. “Beautiful Presentation” by RomanSenykMusic. Used by Permission. www.patreon.com/romansenyk https://www.youtube.com/channel/UCbxxEi-ImPlbLx5F-fHetEg

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What does it mean to be Fee Only? Thumbnail

What does it mean to be Fee Only?

Many investment advisors operate on a commission basis where they are incentivized to sell products to their clients. Fee-only advisors charge fees for advice, so they have no incentive to promote certain solutions over others.

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