INSIGHTS
Below you with find insights and analysis Reliant Wealth Planning has prepared or curated for you. We hope these lead to you understanding your financial planning and investment options better and thus make more informed decisions.
2024 Reliant Annual Update Newsletter (January 2024)
Click the button below to see our 2024 Beginning of the Year Letter, in which we discuss last year, grade ourselves on how we did, and give you updated financial planning numbers and data.
Reliant Wealth Planning: TAPA trading and strategy
Below is a link to a video discussing the TAPA trades that occurred Friday Dec 8th and will occur Monday Dec 11th, along with discussing some improvements to the strategy that we follow in TAPA.
2023 Reliant Annual Update Newsletter (January 2023)
Attached is our annual Beginning of the Year letter. In this edition, we look back at our thoughts and actions in 2022, while also discussing both market and legislative changes for 2023.
Market Environment: Choppy Waters for Sailing (Sept 2022)
Here is a video we just produced discussing the current market environment. Hope you enjoy it and find it useful.
Reliant Wealth Planning Discussing I-bonds (AUG 2022)
We have gotten a lot of questions about I-bonds lately. Here is a short video to help explain a bit about them.
RELIANT PORTFOLIO RESTRUCTURING (MAY 2022)
Given how volatile the markets have been and the uncertainty swirling around the economy, we wanted to make a short video letting you know some of the actions taken for your benefit in the portfolios.
2022 Reliant Annual Update Newsletter (January 2022)
Attached you will find the annual Reliant Review Beginning of the Year newsletter. This one is absolutely PACKED with our views on everything from inflation to the market highs to the various laws that may be passed. And as always, we have updated lots of tables that show the rules and tax levels for 2022. We hope you both enjoy it and find it useful.
RELIANT REVIEW REPORT ON GAMESTOP, SHORT SQUEEZES,
AND WHAT IS HAPPENING IN THE MARKETS
(JANUARY 2021)
We wanted to reach out to explain and give our thoughts on some stocks that have had a wild ride lately, such as GameStop. As the media covers such things, we know that can cause you to have questions. Attached you will find an issue of Reliant Review covering what is going on.
2021 Reliant Annual Update Newsletter
(January 2021)
Our annual letter letting you know about changes and issues that could affect your wealth planning. We hope you learn something useful.
Reliant Video Series: TAPA Strategy Update
(26 May 2020)
Welcome to summer. Attached is a link to our latest video, which is a brief discussion about the TAPA (Tactical Allocation of Passive Assets) Strategy and some recent trades.
Reliant Video Series: Actions You Can Take as an Individual
(15 April 2020)
We hope you are adjusting to the new reality of social distancing. Attached is a link to a new video we have created for clients which helps to answer the question of what can you be doing on your own behalf to improve your financial situation. The beginning of the video has a section many will find interesting that details what the stock market looks like at it tries to find it bottom during a recession.
Reliant Video Series: Actions You Can Take as an Individual
(15 April 2020)
We hope you are adjusting to the new reality of social distancing. Attached is a link to a new video we have created for clients which helps to answer the question of what can you be doing on your own behalf to improve your financial situation. The beginning of the video has a section many will find interesting that details what the stock market looks like at it tries to find it bottom during a recession.
YTD Market update and TAPA
(15 April 2020)
Our latest video in which we discuss the market year to date and some TAPA adjustments we made.
Reliant's Current Observations and Insights
(24 March 2020)
In order to help answer some of the most common questions we have been getting, Laura and I have made a short video in which we discuss the current market, where we think it is going, and actions we have taken on your behalf.
2020 Planning Updates
(7 January 2020)
2019 saw some wonderful returns in the markets. It also saw some major changes in how retirement accounts work. Attached is a document summarizing some financial planning facts many of you will find useful and interesting.
