January 2025
Download our Updated 2025 Important Numbers
September 2024
The Power of Compounding
May 2024
Why Cash is Not a Long Term Investment
April 2024
Taxes and the Stock Market
March 2024
What Fed Rate Cuts and Disinflation Mean for Long-Term Investors
January 2024
20024 Important Numbers
As always, the numbers you need to know for the year are constantly changing, so make sure you're prepared with the updates.
Feel free to download, share & use the RFS Wealth Advisors "Important Numbers 2024" document.
August 2023
May 2023
April 2023
March 2023
January 2023
New Year…New Numbers
As always, the numbers you need to know for the year are constantly changing, so make sure you're prepared with the updates.
Feel free to download, share & use the RFS Wealth Advisors "Important Numbers 2023" document. If you would like me to send you the PDF, feel free to reach out.
November 2022
Client Letter - How We Spend Our Time
When we named our firm RFS Wealth Advisors, we were initially hesitant to use the word “wealth”. The visceral reaction to the word wealth is money, but the meaning of wealth is actually much deeper. The word “wealth” originally stems from the words Weal (well being) and the (condition of). Wealth is a condition of Well-Being.
With that, we wanted to share this piece that has absolutely nothing to do with finances or money and everything to do with our condition of well-being. As we enter the holiday season and new year, we are reminded to adjust our priorities toward spending time with family, friends and loved ones. I came across this presentation by Sahil Bloom that puts context to the amount of time we have and how it is generally spent throughout our lives. I highly recommend looking through each slide individually – it is very impactful.
I encourage you to share this with EVERYONE you know…life is short and prioritizing your time accordingly is essential to YOUR definition of wealth.
We truly believe that wealth is not just about monetary possessions, but is an all encompassing approach to your life and is unique to each individual. Wealth can be found in friendships, relationships, philanthropy, children and grandchildren, travel, etc. Living a life that befits your holistic perspective of wealth is what makes life truly worth living.
Wishing you all a very Happy Thanksgiving!
Jeff Schnoebelen & Steve Rau
September 2022
Market Update Video - 4th Quarter 2022
January 2022
2022 Market Update Note to Investors
December 2021
2022 RFS Outlook Video
January 10, 2021
2021 RFS Outlook
January 4, 2021
2021 Quick Tips for Successful Saving
Marketers exist to make it easy to part ways with your money. Here are some quick tips to beat them and save more.
November 11, 2020
What issues should you consider before the end of the year?
Click the image below (or here) to download our checklist