The Ruedi Wealth Blog features articles written by members of the Ruedi Wealth Management team on topics including investment philosophy, financial planning, and current events.
What to Expect When You’re Investing
When it comes to successful investing, investor behavior trumps everything else. You can have the most optimal portfolio ever designed,… Read More »
On The Money: Your First Meeting with a Financial Planner
On this episode of “On the Money” Ruedi Wealth advisors and Dr. Fred Giertz discuss investing in real estate and… Read More »
8 Reasons People Seek Advice
As much as I’d like to be an expert in everything, I’ve realized that isn’t possible. This leads me to… Read More »
On The Money: Don’t Trust the 4% Rule
On this episode of “On the Money” Ruedi Wealth advisors and Dr. Fred Giertz discuss why you can’t rely on… Read More »
Your First Meeting With a Financial Planner
Meeting with a financial planner for the first time can be intimidating. People often worry they will be asked about… Read More »
On The Money: 6 Questions to Ask a Financial Advisor
On this episode of “On the Money” Ruedi Wealth advisors and Dr. Fred Giertz discuss important questions to ask a… Read More »
7 Retirement Planning Moves to Make in Your 50s
Your 50’s are an exciting period in your life. Any children are probably out of the house, and maybe you… Read More »
Ruedi Wealth Opens Office in Plano, Texas!
Ruedi Wealth Management is excited to announce we are expanding to Plano, Texas! Ruedi Wealth is expanding from its home… Read More »
You Can’t Rely on the 4% Rule
If you withdraw the wrong amount from your investment portfolio in retirement, there will be major consequences to your lifestyle…. Read More »
On The Money: Financial Planning for New Parents; Caller Questions on Retirement Accounts and Social Security
On this episode of “On the Money” we discuss financial planning tips for new parents and answer caller questions on… Read More »