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.
Congratulations Ryan Repko, CFP®!
Ryan Repko, CFP®, Financial Advisor at Ruedi Wealth Management has been authorized by the Certified Financial Planner Board of Standards… Read More »
On the Money: Retirement Planning
On this episode of “On the Money” the financial advisor team at Ruedi Wealth Management discusses several aspects of retirement… Read More »
Love and Financial Planning
On this episode of “On the Money” the financial advisor team at Ruedi Wealth Management discusses how our clients incorporate… Read More »
Financial Acts of Love
As a financial advisor, it is my experience that people’s most important financial goals come not from a place of… Read More »
Do You Have Your Retirement MBA?
I recently read the excellent book “If You’re So Smart Why Aren’t You Happy?” by positive psychology professor Raj Raghunathan… Read More »
On the Money: Financial New Year’s Resolutions
On this episode of “On the Money,” the Ruedi Wealth Management financial advisor team discusses John Bogle, index funds, and how to… Read More »
Dear Client: Recent Portfolio Performance
The “Dear Client” letter below is based on an actual email I sent to a client who, understandably, was concerned… Read More »
On the Money: Investing During Market Turmoil
On this episode of “On the Money,” the Ruedi Wealth financial advisor team discusses investing during market turmoil. 1:16 –… Read More »
The Top Three Financial Resolutions
Fidelity recently performed its Tenth Annual New Year Financial Resolution Study and found that once again, the top three financial… Read More »
Year-End Personal Finance Checklist
Looking for a year-end personal finance checklist? Below is a list of things you may want to consider before the… Read More »