Understanding Today’s Financial Environment
RTB Financial Group is a boutique financial firm in Beverly Hills, CA. We understand that individuals, families, and businesses face unique challenges, opportunities, and life events. Our holistic approach can help take the mystery out of preparing for today and tomorrow.
It starts with a conversation and may last a lifetime.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate