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.
The Psychology of Social Security Claiming
When we create financial plans for clients, we analyze the optimal Social Security claiming strategy (based on reasonable assumptions) and… Read More »
On The Money: Why People Seek Expert Advice
On this episode of “On the Money,” the Ruedi Wealth team discusses rising interest rates and why people seek expert… Read More »
The Folly of Market Timing
When the market is near all-time highs, and “surely can’t keep going up”, it only seems responsible to move your… Read More »
On The Money: Financial Advisor Minimum Accounts
On this episode of “On the Money” Ruedi Wealth advisors and Dr. Fred Giertz discuss why many financial advisors require… Read More »
Why People Switch Financial Advisors
As a financial advisor, I tend to believe our largest competition is people “doing it themselves” – if we can… Read More »
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 »