Category: Advisor Alerts

Advisor Alerts

RIA Summer Update

Our team at RIA has had a fun-filled summer! We gathered our team from Denver, CO, Chicago, IL, and Atlanta, GA to meet in Washington, DC. There’s nothing like an adventurous, impromptu bike ride through the capital for team-building! Check out what else we’ve been up to!

RIA Summer UpdateRead more

CIO Insights: Fixed Income Performance

The first quarter of 2022 saw both stock and bond markets fall, which is an unusual event that we thought warranted more discussion.  Generally speaking, bonds have experienced a 40-year bull market – and there’s rarely been bad news to tell our clients – but in Q1, bonds experienced their third worst quarter performance-wise in the past 50 years1.  Given this background, we sat down with Mark Murphy, RIA’s Chief Investment Officer, to have him answer some of the burning questions we’re hearing from clients today.

CIO Insights: Fixed Income PerformanceRead more