Resources
Resource Strategies, Inc. is committed to providing important, relevant, and educational news and opinions. Search our library to learn more.

Use the drop down menu to focus your search.
Acting on Advice from Financial Journalists Can Be Hazardous to Your Financial Health
One commonly held misbelief is that the more information we get and the more up-to-the-minute it is, the better we are able to make good decisions. To some this may seem to be axiomatic, yet when it comes to investing this may not hold true.
5 Roles of Life Insurance in Wealth Preservation
Have you ever thought about how much the IRS would get and what assets might have to be liquidated to satisfy their obligations of the estate?  Learn the 5 roles of life insurance in wealth preservation.
Assessing Your Advisory Team
Knowing what your advisory team doesn't do for you is just as important as knowing what it does do.
Black's Law Estate Planning
Learn the definition of estate planning from Black's Law Dictionary and how it helps eliminate client-transfer tax liabilities.
Common Mistakes in Investment Portfolios
This article defines common mistakes in investment portfolios to help you understand what to look for.
Financial Independence
What does it mean to be financially independent?  How can you achieve and maintain Financial Independence?
Helping Children Achieve Success Through Being Strategic
Today, it seems as though there is so much focus on the senior generation's affairs, it is common to overlook the need for adult children's planning to be as expertly handled.
History of the Exemption Equivalent
Understand the history of the exemption equivalent as it pertains to estate planning.
Life-Cycle Events
There are many situations in your life that would motivate you to call us.  Learn these life-cycle events.
Re-Defining Terminology Around Money
Identify the different terms around money and what they mean for you.
"Supercharging" a Special Kind of Trust
This is a brief description about how to leverage a Grantor Retained Annuity Trust (GRAT).
Beware of Biases
There are several biases that could negatively impact your ability to become a successful investor.  We have identified 13 here.
Long-Term Care
There are 3 broad categories that identify the need for long-term care insurance
Eight Global Trends to Feel Optimistic About
Lately, it seems like good news comes infrequently, and in small quantities.  Learn 8 global trends to feel hopeful about.
Private Underwriting Evaluation
RSI offers private underwriting evaluations for our high net worth clients.
Business Succession or Exit
How to begin documenting a sound written plan for transfer of ownership and management.
 
How Money Grows
This article is designed to answer the question:  "Does it matter if I invest sooner each year rather than later?"
Helping Young People Create Vision
What might happen when your children and grandchildren learn how to develop their own life vision?
Preparing Heirs
Learn the difference between giving and empowering.
The 3 Stages of Progress
We help clients gain a sense of clarity around their most important financial matters as they move through "The 3 Stages of Progress".
The Impact of Collaboration on Managing Your Affairs
When families address their affairs, whether a small change in plans is indicated or there is a need to make important decisions, they're in search of quality results.
The Seven Standards
Recognize what knowledgeable investors and fiduciaries demand for their portfolios.
Who Depends on You?
With consideration for education expenses, long-term care costs, costs of living, who depends on you?
The Three Principles
RSI believes in 3 principles to successful planning.  
3 Fundamental Practices
At RSI, we believe in 3 fundamental practices to provide the best service to our clients.
Appropriate Time Horizon
In this example, we explain the importance of focusing on long-term goals with respect to individual time horizons and not on scary current events.  
Modern Portfolio Theory
Modern Portfolio Theory is a mathematical model of risk, return and diversification. Its key insight is that a collection of risky assets can have an overall level of risk lower than that of each individual asset.
Solving the Investor’s Plight
Given the challenging investing environment we have endured over the last ten years, investor behavior has never been more important or relevant.
Managing Assets in a Changing World
How to give your portfolio the attention it needs.
What Makes an Asset Class?
This article defines asset classes as they relate to your portfolio.