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  • HOW WE’RE DIFFERENT
  • OUR STORY
  • RESEARCH
    • Weekly Market Update
    • Monthly Quicktake
    • Quarterly Outlook
  • CONTACT US
  • CLIENT LOGIN
    • TD Ameritrade Institutional
    • Capitect
    • NFS/Fidelity
    • Blueleaf
    • Folio Institutional
  • HOW WE’RE DIFFERENT
  • OUR STORY
  • RESEARCH
    • Weekly Market Update
    • Monthly Quicktake
    • Quarterly Outlook
  • CONTACT US
  • CLIENT LOGIN
    • TD Ameritrade Institutional
    • Capitect
    • NFS/Fidelity
    • Blueleaf
    • Folio Institutional

Three “Make Your-Money-Last” Tips for Retirees

After all of those years of saving, investing and planning it's finally time to retire. But what is it that those who successfully planned for [...]

By John Rothe|2019-04-29T15:33:25+00:00April 29th, 2019|Financial Planning|
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How to Have Multiple Sources of Income In Retirement

Along with Social Security, guaranteed income from pensions and annuities are key sources of income for retired Americans, the results of a survey conducted by [...]

By John Rothe|2019-04-23T20:00:59+00:00April 23rd, 2019|Financial Planning, Retirement|
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Business Owners: Recognize the Importance of Personal Wealth

Entrepreneurs know that it is prudent to build a personal investment portfolio apart from the investment in their own company. However, that is often easier [...]

By John Rothe|2018-12-04T15:22:51+00:00December 4th, 2018|Financial Planning, Retirement|
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Going to Pot Financially

Does this fast-growing industry fit within financial planning? It’s complicated. Notwithstanding the pros and cons of medical marijuana, the legalization of cannabis for recreational use [...]

By John Rothe|2018-11-14T18:20:16+00:00November 14th, 2018|Financial Planning, Investment Strategies|
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The 5 Big Problems to Solve Before You Retire

It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don't [...]

By John Rothe|2018-11-12T15:27:50+00:00November 12th, 2018|Financial Planning, Retirement|
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  • strategic wealth management for families

Strategic Wealth Management Tips By Age

Strong strategic wealth management habits pay off throughout life. Yet, with age, it is probable that your specific, financial goals are likely to change. Life [...]

By John Rothe|2018-11-07T21:42:39+00:00July 30th, 2018|Financial Planning|
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What is a Fiduciary?

By John Rothe|2018-05-07T15:39:05+00:00May 4th, 2018|Financial Planning|
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Set Goals as You Save & Invest

Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to [...]

By John Rothe|2018-05-02T15:13:42+00:00May 2nd, 2018|Financial Planning|
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Money Habits That May Help You Become Wealthier

Financially speaking, what do some households do right?   Why do some households tread water financially while others make progress? Does it come down to [...]

By John Rothe|2018-04-27T18:35:04+00:00April 27th, 2018|Financial Planning, Retirement|
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What should be in your “final file?”

Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection [...]

By John Rothe|2018-04-27T18:27:07+00:00April 27th, 2018|Financial Planning|
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© Copyright 2022 Riverbend Investment Management, LLC is a Registered Investment Adviser. All Rights Reserved.
The information contained in Riverbend Investment Management's website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of Riverbend Investment Management on the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. Any links to third party websites are offered only for use at your own discretion. Riverbend Investment Management is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.
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