Broker Check
 
Live | Love | Thrive Build | Grow | Enjoy Today | Tomorrow | Together Discover | Clarify | Enlighten Educate | Empower | Enhance

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.

Learn More

Call Out Box One Call Out Box One

We are a team of experienced professionals, ready to help with your financial issues and concerns.

Learn More
 
Call Out Box Two

Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More
 
Call Out Box Three

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

Learn More
 

Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow