Staff Highlight: Brian Allen

Chances are if you’ve attended our events or been a client for any period of time, you’ve spent time talking with Brian Allen. With his positive personality and energy, some of us at the office have nicknamed him “everyone’s friend.” Day to day, Brian plays an important role in helping to grow RSG. In a…

Read More

Update on the DOL Fiduciary Rule

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into effect in June of this year, mandating that any financial professional making financial recommendations to a client with regard to an individual retirement account (IRA)…

Read More

Artificial Intelligence: Innovation for Today’s World

Artificial intelligence (AI) is rapidly changing the way businesses build products and even provide customer service. We now have automated virtual assistants and “chatbots” answering customer service calls.1 We even have self-driving cars being tested for pizza delivery.2 These quantum leaps in technological advances present both opportunities and challenges. For example, the way we have…

Read More

On Assessing Risk

It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less so. But many issues have come to light in the past decade that cause us to think about risk differently. For example, there’s the risk…

Read More

Goals Based Investing

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea behind goals-based investing. You don’t just seek out investments that…

Read More

IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on. We can help…

Read More

A Tractor Ride with The Millers

What do you get when you put together a caterpillar, a wrecker, a couple of tractors, and an airplane? George and Ida Miller’s tractor ride! Originally from Maryland and Florida, the Millers are high school sweethearts that have been married for 52 years. They found out about Dunlap, TN from Southern Living Magazine, and drawn…

Read More

Client Highlight: Carl’s Cars

When Carl stops by the office, it’s a bright spot in our day. He’s friendly, has a great mustache, and brings us presents like fresh fruit from his property. Originally from Corbin, Kentucky, Carl served in the Marine Corp before he moved onto a career with Caterpillar. Also, we discovered Carl has a knack for…

Read More