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COVID-19 UPDATE: We are committed to serving you during these uncertain times. Our staff is available via phone, email and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.

With a Little Help from My Friends

A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
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Mutual Funds versus Separate Accounts

Mutual funds have become tremendously popular over the past two decades.  Their efficiency and simplicity have been a boon for investors.  Recently, the popularity of separate accounts has seen resurgence.  Many articles have been written claiming that separate accounts are…

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