facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Welcome to the Resource Blog! 

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

2023 Q2 Review and Outlook Thumbnail

2023 Q2 Review and Outlook

Strong earnings could be a result of pent-up demand from COVID lockdowns and massive fiscal and monetary stimulus, high inflation with labor not catching up yet, and very low interest rates keeping interest expenses low. We see all these trends winding down, posing a threat to earnings growth.

Read More
Book Review: The 80/20 Principle by Richard Koch Thumbnail

Book Review: The 80/20 Principle by Richard Koch

There is way too much low value activity that takes away from high value activity, including thinking and learning. The better I can get at simplifying my workday and eliminating low value activities to focus on what really matters and do that extremely well, the more successful I will be, and I may even be able to spend less time working at it.

Read More
Roth IRA Conversions Thumbnail

Roth IRA Conversions

The Roth IRA Conversion is potentially one of the most powerful tax planning tools available. It allows taxpayers to choose when they want to realize income and pay taxes. Shifting your blend of funds to a better balance among taxable, tax-deferred and tax-free gives you more control over your taxes in the future. The Tax Cut and Jobs Act lowered tax rates through

Read More
Intelligent Investors Know That Artificial Intelligence (AI) is Unlikely to Produce Market-Beating Returns Thumbnail

Intelligent Investors Know That Artificial Intelligence (AI) is Unlikely to Produce Market-Beating Returns

This article serves as a warning to investors who seek to profit from the most recent target of speculative capital. It presents three reasons why the number of investors capable of generating above market returns by leveraging AI software is likely to be small. First, it explains why AI software is highly unlikely to outperform market averages. Second, it explains why, even if some AI software applications are capable of outperforming markets, the opportunity set is likely to be extremely small. Finally, it concludes by explaining why investing in AI companies, rather than a broadly diversified index fund, is unlikely to pay off for most investors. It should be noted, however, that this article does not deny that AI will likely create substantial changes in business practices and labor markets in the coming years. It simply argues that the opportunity to use AI software or invest in AI companies to generate above market returns is much more limited than is often assumed.

Read More