Riverside Financial Group

10/15/2024

Strengthening Our Commitment to Client Success!

Our advisory team at Riverside Financial Group, alongside our valued partners at Carlson & Carlson, recently attended the annual meeting with Premier Wealth Management. It was a fantastic opportunity to connect with top financial professionals and sharpen our approach to better serve you.

We were encouraged to see that some of the best practices they recommended are ones we’re already implementing—and we also walked away with fresh ideas and strategies to further enhance the client experience. From continuing education workshops to peer-to-peer roundtables and discussions on service improvements, we're always learning and evolving.

As we apply these new insights, our focus remains on providing dynamic, adaptable, and seamless service to help you achieve your financial goals.

08/13/2024

In his recent commencement address at Dartmouth College, tennis great Roger Federer offered reflections from his years of success on the court that all professionals and competitors should consider.

Our team at RFG offers this link to a particularly valuable lesson he shares after revealing a shocking statistic from his career. His message on the importance of approaching each task or “point” with a singular standard of excellence and to not linger on successes or failures once they have come to pass is vital in all walks of life.

This philosophy is foundational to our business practice at RFG, and we strive to extend our dedication to excellence and professionalism in every aspect of our services. Just as Federer reminds us, patience and a long-term perspective are essential. Temporary periods of underperformance in certain holdings should not dictate overall portfolio success. Consistency and strategic focus are key to achieving lasting financial goals.

Tennis great-turned-philanthropist Roger Federer delivered the Commencement address at Dartmouth on June 9, 2024. The eight-time Wimbledon champion gave poin...

08/01/2024

🌟 Mid-Year Review Highlights with Riverside Financial Group 🌟

Our team at Riverside Financial Group gathered early in July at the beautiful Rocky Point Club in Old Greenwich CT for our mid-year performance and planning review. This annual tradition is all about professional self-improvement and finding innovative ways to enhance the quality of our service for you.

We brainstormed new initiatives and strategies to better serve your financial needs. Stay tuned for exciting updates in the coming weeks and months and check out our LinkedIn page for more insights from your team at RFG.

07/04/2024

Lady Liberty still intact, a little tattered lately, but unbroken. Happy 4th of July to all!

06/14/2024

🌟 At Riverside Financial Group, LLC, we love celebrating the adventurous spirit of our clients! 🌟

Check out this inspiring video of Megan, one of our amazing clients, confidently steering a sailboat towards new horizons. We always knew Megan had a knack for navigating—both on water and in life! 🚤😄

Just like sailing, navigating your financial future requires skill, knowledge, and the right guidance. At RFG, we’re here to help you chart your course and achieve your financial goals. 🌊⛵️

Join our community and let's sail towards success together! 🚀

05/29/2024

🌟 **Riverside Financial Group Presents: The Knowledge Series!** 🌟

Hello, money maestros and budgeting beginners! 📈💰

Do you want to give every dollar you earn a job and never wonder where your money went again? Join us **TOMORROW at 7 PM** on Zoom for our next Knowledge Series event: **"Zero-Based Budgeting"**!

What's zero-based budgeting, you ask? Imagine telling your money exactly what to do—every single dollar! It’s budgeting, but with a plan, a purpose, and maybe a little pizzazz! 🎉

👨‍🏫 **What to Expect:**
- Tips and tricks to create and stick to a zero-based budget
- Real-life examples and scenarios
- Q&A for your budgeting questions.

🗓️ **When:** Tomorrow at 7 PM

📧 **Interested?** Message us for the Zoom info!

**Why You Shouldn't Miss This:**
- Gain practical, hands-on budgeting skills
- Connect with others who are passionate about financial freedom
- Enjoy a session that’s both educational and entertaining

This isn’t just another event; it’s your ticket to mastering your money while having a good time. Click the link, register now, and get ready to take charge of your financial future!

👍 Like, Share, and Comment to let your friends know!

05/21/2024

🎉 Exciting News Alert! 🎉

We're thrilled to announce that our newest team member, Rowan, just returned from a comprehensive training course on our Client Relationship Management system in Charlotte, NC and guess what? He aced it! 🏆🚀

Not only did he dive deep into mastering our CRM, but he even won a conference-wide pop quiz on a crucial aspect of it, competing against experts from all over the country! 📚🧠

We couldn't resist capturing some moments to share with you all. Check out these snapshots from the event! 📸💼

We believe in investing in our team's growth and expertise, ensuring that they're equipped with the latest tools to serve you better. Stay tuned for even more exciting updates from our dynamic team! 💼✨

04/13/2022

An insightful piece on War and Market Volatility.

Eugene F. Fama, the father of the efficient-markets theory, says the stock market can’t easily process “irrational” behavior. What will happen? “Who knows?” he says.

03/29/2022

Good article on the Fed Funds Rate that our research analyst, Steven Worth wanted to share with you.

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03/16/2022

Information from a Trusted Source on how you can make a difference to the people of Ukraine.

Russia’s war in Ukraine is entering its third week. Most western powers, including the United States, have imposed heavy economic sanctions on Russia for invading Ukraine, hoping that crippling its economy will slow down or end the war. But so far, the violence has only intensified. Many of us ar

03/07/2022

From grilling dinner when the temp is 35, to romping on the beach when it's 65. All in the same week. Talk (to us) about climate change. Our environment is worth the investment.