Category: Featured
Planning for Real Life, Asking the Awkward Questions – Jim Sumpter
“Which one of your children would be the best at bathing you?” asks Jim Sumpter, certified financial planner and wealth manager with RFG Advisory in Birmingham, Alabama. It’s a somewhat shocking question, but Sumpter has learned that posing provocative questions helps clients... Continue Reading >
Merging Hearts, Merging Wallets – Mark Dutram
It’s romantic to move in together, at any age. Less romantic is merging your finances, especially if you are more financially established. A financial planner can help avoid bumps in the road when dealing with the delicate subject of how to move... Continue Reading >
The Shift From Income to High Net Worth
By Brian Swilling As a dentist, you are aware of your potential to earn a great income, but are you mindful of your ability to create generational wealth? The main difference between high-income dentists and high-net-worth dentists is often behavioral. Do you... Continue Reading >
NEW CAPITAL GAINS LAWS: THE WARREN BUFFET PROBLEM | Rick Wedell | RFG ADVISORY Market Commentary
The Biden administration is rumored to be working on legislation to increase capital gains taxes. As many savers rely on their investments to live in retirement, Rick dives into the details behind these headlines, showing you why this proposal may be a... Continue Reading >
RFG Advisory Named Finalist in InvestmentNews’ 2021 Innovation Awards
BIRMINGHAM, Ala.— InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their... Continue Reading >
RFG Advisory Announces Affiliation Birmingham-Based Firm, Lemzar Capital
February 16th, 2021—Birmingham, AL—RFG Advisory, an award-winning platform for Independent Financial Advisors and a 2020 Financial Times Top 300 RIA, announces a new partnership affiliation with Lemzar Capital. Lemzar Capital, co-founded by long-term partners Ken Azar and Matt Lemen, is a wealth... Continue Reading >
What REALLY HAPPENED with GameStop and AMC | Market Commentary with Rick Wedell | RFG ADVISORY
What really happened last week between the Hedge Funds and Redditors? In this video, RFG Advisory CIO Rick Wedell explains how a group of individual investors on the internet were able to drive the price up on GameStop and AMC, putting certain... Continue Reading >
It’s All About Family, Welcome to the Billings Group!
Billings Group Joins RFG Advisory and brings with it the first Kansas location Salina, Kansas – January 29th, 2021— RFG Advisory, a Financial Times Top 300 RIA, is pleased to announce their partnership with the Billings Group of Salina, Kansas. This marks... Continue Reading >