Riverside Wealth Management Announces New Chief Investment Officer

Michael W. Hartley is our new Chief Investment Officer (CIO) and was recently promoted to President of our partner DKE (Dale K. Ehrhart).  Byron Sanders, our former CIO, has retired from day-to-day investment management to pursue his passion for communicating the benefits of disciplined investing.  As a powerful voice in the investment community, we will continue to leverage Byron’s unique ability to understand markets and how they relate to your needs.

Prior to his promotion, Mike was vice president, leading the firm’s virtual family office division and working with Byron to support our client service team.  Like Byron, Mike will work directly with me to design and implement specific investment plans and will oversee the day-to-day management of investment accounts.

Mike received his Master of Business Administration in Finance and Bachelor of Business Administration degrees from the University of Miami School of Business and attended executive studies programs at the University of Chicago’s Booth School of Business.  He is a CERTIFIED FINANCIAL PLANNER™ and holds certificates from the Family Firm Institute in Family Wealth Advising and in Family Business Advising.

Mike is the co-author of the book, “The Financial Advisor Practice Lifecycle”, and was once named to the list of Top 40 Investment Advisors Under 40 in the United States by Wealth Management, Trusts and Estates Magazine.  Mike is also a highly sought-after industry thought leader advising on topics ranging from retirement planning to information technology.

We look forward to working with Mike in his new role.

2018 Key Financial Data

The 2018 Key Financial Data card provides lots of great information to plan for the year ahead.  This can be a handy reference guide to help you think about and prepare for some of your big money decisions this year.  It provides important information on retirement, taxes, health care, college planning, Medicare, social security and more.   Click here for a printable version: Key Financial Data 2018.

I hope you will find this card useful.   As always, you can call me if you have any questions or concerns or would like more detailed information.

 

The New Tax Law: Changes & Planning Considerations

As you may know, the Tax Cuts and Jobs Act of 2017 is about to become law.
The attached AALU (a Washington D.C. underwriting organization) report outlines some insights that might impact your tax, investment and estate planning.  You can click here for this report.
For advice regarding your specific situation, please talk to a trusted accountant or CPA.
As always, you can call me if you have any questions.

Riverside Wealth Management Earns 2016 Women’s Choice Award

 

Riverside Wealth Management has once again earned the prestigious Women’s Choice Award for Financial Advisors. This award, earned from our outstanding commitment to female and family clients, was recently featured in USA Today.

The Women’s Choice Award recognizes advisors who provide the highest quality service to female clients and serves as a testament to our dedication to helping women and loving couples take the worry out of thinking about money and take control of their financial life.

 

Key Financial Data 2016

Here is a handy cheat sheet to help remember important numbers for 2016. This reference card can help with your 2016 planning. It’s called the 2016 Key Financial Data card and it provides great information (minimums and maximums, rates and dates) for Social Security, taxes, health savings, Medicare, retirement, college planning and more. Click here for a larger, printable version: Key Financial Data 2016.

As always, you can call me if you have questions or concerns or want more detailed information. I think you’ll find this quick reference is a helpful resource.

 

RWM Key Financial Data 2016 Image_Page_1

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