Welcome to the Resource Blog!
Here you will be able to find communications from the RIM team as well as helpful resources and articles.
4Q 2022 Economic and Market Outlook
After a rocky 2022, bonds are yielding a reasonable return again, at least if you ignore the effect of inflation on the real value of your investment. Stock valuations are at levels not sustained since way back in 2014, as measured by the popular price/earnings ratio (trailing twelve months of earnings). If you thought 2022 felt bad, it’s because it was bad.
Investing in A Volatile Market Environment
Rothman Investment Management 2022 Update
Book Review: Reducing the Risk of Black Swans
Reducing The Risk of Black Swans looks at how to go beyond just a stock/bond portfolio to reduce risk of major loss by taking exposure to other, uncorrelated risks. Investors would do well to gain exposure to time-tested risk-factors that are relatively uncorrelated to stocks such as value, small companies and momentum.
Which is the better charitable giving technique - QCD or appreciated stock donation?
While both QCDs and donating appreciated assets are helpful, there are numerous considerations in determining which technique to use.