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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.

2021 Q1 Market and Economic Outlook Thumbnail

2021 Q1 Market and Economic Outlook

There are many ways people are now trying to get rich quick, armed with floods of money from the world’s central banks. When the focus of wealth creation is speculation and not work or creation and the timeframe is weeks or months and not decades, times are likely to be challenging ahead. On the other hand, there is still incredible new technology being developed, and creative new approaches being tried.

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Book Review: The Psychology of Money Thumbnail

Book Review: The Psychology of Money

The hardest thing in personal finance is to feel like you have enough. “The most important part of every plan is planning on your plan not going according to plan.” Rather than using our money to buy more stuff, we should use it build “a life that lets you do what you want, when you want, with who you want, where you want, for as long as you want.”

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Investing in Qualified Opportunity Zones Thumbnail

Investing in Qualified Opportunity Zones

Summary: Qualified Opportunity Zones (QOZ) allow gains to be reinvested in certain under-developed areas with three potential benefits to the investor. First, the tax on the gain is deferred until 12/31/2026 (payable in 2027). Second, if the investment is made before 12/31/21, 10% of the gain is eliminated for tax purposes. Third, any gains on the investment in the opportunity zone are tax-free, as long as certain conditions are met.

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