Welcome to the Resource Blog!
Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.
How To Invest In Today's Market
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
2021 Year End Financial Planning Opportunities
Seven actionable steps for year-end financial planning.
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.
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
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.