RAI Wealth

Helping high-paced families live by design with financial services based on genuine relationships and smart technology.

[RAI Wealth @raiwealth]

Direct indexing offers a personalized twist on traditional index investing, allowing for tax-loss harvesting and customization that a standard ETF cannot provide. Learn more at https://t.co/qvdd0pV6Bf and how this evolving strategy works and who it might be the right fit for.

[RAI Wealth @raiwealth]

Good financial advice does not make for good content. It never has. But often the monotonous approach yields the best results. Learn how at https://t.co/qvdd0pV6Bf

[RAI Wealth @raiwealth]

Scott Brown & Greg Aagaard just earned their CEPA® designation — expanding how we support business owners with exit strategy, value growth & long-term planning. Another step forward for our clients.
Reach out if we can help!

[RAI Wealth @raiwealth]

Election years can bring a lot of volatility. Staying invested and focusing on the long term remains the best way to weather those storms. Read to find out more. https://t.co/qvdd0pV6Bf

[RAI Wealth @raiwealth]

Every major crisis in history has sent markets into a panic — find out why disciplined investors who stayed the course always came out ahead.
Read the article at https://t.co/NyD58fnncA

[RAI Wealth @raiwealth]

The rise of easy trading platforms and social media boosted hype has led many investors to a place of dangerous volatility. Learn how balanced investing can put you back on track. Visit https://t.co/wxUlfCy1Mz to learn more.

[RAI Wealth @raiwealth]

The type of account holding your money often matters just as much as the investments in it. Visit https://t.co/wxUlfCy1Mz to learn about how each account should be used and their tax implications.

[RAI Wealth @raiwealth]

We are excited to announce that with the new year, RAI Wealth has added a new division: RAI Tax! 

After a year-long search, we have onboarded two tax professionals, Kyle Harwin, CPA® and Jack Hogan, CPA® who will allow us to offer new planning strategies and tax services!

[RAI Wealth @raiwealth]

Too much of financial planning is made on behavioral impulses. Avoiding these common pitfalls can go a long way towards financial wellbeing. Visit https://t.co/wxUlfCy1Mz for more info.

[RAI Wealth @raiwealth]

At the turn of the new year, savers will now be able to contribute more than ever into their retirement accounts. Learn more at https://t.co/NyD58fnV28

[RAI Wealth @raiwealth]

Learn how the use of Donor Advisory Funds can aid you in enhanced charitable giving and provide tax breaks as the holiday season approaches.
https://t.co/KXDXruBWBN

[RAI Wealth @raiwealth]

Many see 4% as the rule for withdrawal rates during retirement. We would claim that is not the case. Read our latest article to find out more.
https://t.co/zCuT94uv32

[RAI Wealth @raiwealth]

See our new article on the recently introduced Trump Accounts and how they compare to other investment vehicles!
https://t.co/nI9KnmSxSP

[RAI Wealth @raiwealth]

529 college savings plans just got more flexible than ever.

From homeschool expenses to career training, new rules open doors for more families to benefit.

Here’s what’s changed — and how to make the most of it: https://t.co/mqsNWNiYOM

[RAI Wealth @raiwealth]

Please click below for this month’s Friday Video from RAI Wealth.
Let us know if we can help in any way!
Scott and the RAI Wealth Team

https://t.co/yQO9SEn7TF

[RAI Wealth @raiwealth]

https://t.co/ffkhix3ASt

[RAI Wealth @raiwealth]

https://t.co/SdjOvsk8dO

[RAI Wealth @raiwealth]

Your friends at RAI Wealth wish you health & happiness in the New Year!

[RAI Wealth @raiwealth]

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. https://t.co/JGFMfUVMY8

[RAI Wealth @raiwealth]

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password. https://t.co/ZzZiJkbUWr