RESOURCES

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.

What is a Fiduciary Financial Advisor?

February 17, 2021 Videos

What is a fiduciary financial advisor, and why is it important?

What is an RIA?

February 10, 2021 Videos

An RIA operates as a fiduciary, meaning it is obligated to always act in the best interest of its clients.

My "Why"

February 10, 2021 Videos

This job allows me to use my skills to serve a great group of clients, while building my own business and living in one of the nicest places in the world.