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2016-04-13T00:00:00.000Z

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Wrong Ron Weiner?

Mr. Ron Weiner

President and Chief Executive Officer

RDM Financial Group , Inc.

HQ Phone: (203) 255-0222

RDM Financial Group , Inc.

1555 Post Road East

Westport, Connecticut 06880

United States

Company Description

RDM Financial Group is a truly diversified investment advisory firm. It is comprised of four companies: RDM Financial Group (the parent company), Retirement Design and Management (the registered investment advisor), RDM Insurance Services (the risk-manage ... more

Find other employees at this company (4)

Background Information

Employment History

President and Chief Executive Officer
Retirement Design & Management Inc

Senior Vice President of the Retirement Group
Cowan and Company

Director of the Financial Planning Department
Oppenheimer & Co.

Education

so called Master Limited Partnerships

Web References (199 Total References)


"It has a low expense ratio ...

www.9news.com [cached]

"It has a low expense ratio and has zero technology and zero energy exposure, limiting risk," said Ron Weiner, founder and president of RDM Financial Group in Westport, Conn. "This is a good all-weather fund. We feel that we are currently in a trading range where stocks are not cheap, and we don't see a catalyst to spur significant growth."

There isn't as much explosive potential, of course, but it's an appropriate investment for those who are willing to forfeit big swings up in order to prevent big swings down. And 2016 seems a particularly appropriate time for this fund, Weiner adds, given the "dull market" where today's big winners don't seem to have much staying power.


"It has a low expense ratio ...

www.ksdk.com [cached]

"It has a low expense ratio and has zero technology and zero energy exposure, limiting risk," said Ron Weiner, founder and president of RDM Financial Group in Westport, Conn. "This is a good all-weather fund. We feel that we are currently in a trading range where stocks are not cheap, and we don't see a catalyst to spur significant growth."

There isn't as much explosive potential, of course, but it's an appropriate investment for those who are willing to forfeit big swings up in order to prevent big swings down. And 2016 seems a particularly appropriate time for this fund, Weiner adds, given the "dull market" where today's big winners don't seem to have much staying power.


The proposal "makes sense," said ...

www.investmentnews.com [cached]

The proposal "makes sense," said Ron Weiner, CEO of RDM Financial Group Inc., a registered investment adviser based in Westport, Conn. with about 65% of its clients in or near retirement.

"This is such an important part of a person's life," said Mr. Weiner, whose RDM is part of HighTower Advisors' network. "If you just keep doing the right thing, the clients appreciate it, and they'll stay," he said.


Weekly Newsletter

www.thefinancialadvisorygrp.com [cached]

"We believe that there will be a significant shortfall in terms of providing health care and retirement benefits to Baby Boomers who have not saved and will have a longer retirement than previous generations," says Ron Weiner, president of RDM Financial Group in Westport, Conn. "That could cause a significant increase in terms of taxation for those individuals who have actually saved for the future."

Adds Mark Fried, president of TFG Wealth Management in Newton, Pa.:"People spend more time worrying about their vacation this year than if they are going to be successful in retirement and how they are going to get there," he says.


Debt: The big threat to a happy retirement - Ken Kitchen Financial

www.kenkitchenfinancial.com [cached]

But, "The answer is not how much debt," says Ron Weiner, president and CEO of RDM Financial Group. "The answer is more complicated and depends on your tax bracket and the size of your mortgage payment," he says.

...
In these days of low savings rates, retirees don't understand that paying off a 16% credit card balance is like earning 16%, says says Weiner.

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