Here you will be able to find communications from the RIM team as well as helpful resources and articles.
This video looks at where we are in the stock market cycle and offers some suggestions for how to move forward. Disclaimers can be found here: https://rothmaninvest.com/legal-disclaimer
Seven actionable steps for year-end financial planning.
Planning for the future and investing are complicated. As a fee-only, fiduciary, Registered Investment Advisor, we can help clients plan and prepare.
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
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.
What is a fiduciary financial advisor, and why is it important?