SECURE Act, Social Security and Medicare Seminar

Apr 14, 2020 05:30 PM - Apr 14, 2020 08:00 PM Central Daylight Time
Rockford Country Club 2500 Oxford Street Rockford, IL , 61103

And the latest updates on hot topics in the news.

Hosted by: Rock Cut Investment Group

  • Thomas J DiPasquale | Senior Vice President - Branch Director
  • Matthew Montalbano, CFP| Senior Vice President - Financial Advisor

Guest Speaker and sponsor: Matthew Simpson, CRPCR | Regional Vice President, Allianz Life

Registration at 5:30 pm

Dinner and presentation at 6:00 pm

RSVP

Annual Branch Blood Drive

Aug 22, 2019 09:57 AM - 11:00 AM Central Daylight Time
2215 Perrygreen Way back parking lot Rockford, il , 61107

Join us for our annual blood drive.

Thursday, August 22 from 9 am - 11 am

call or email Tara to reserve your time.

 


Mission statement

With almost 85 years of combined investment experience, The Rock Cut Investment Group helps individuals, families and corporate executives achieve their financial goals through customized financial and investment strategies. Our clients view us as a trusted advisor, or wealth manager, in helping to achieve their retirement, education, charitable, insurance, estate planning, and wealth management needs. As a team, we provide clients a high level of expertise through our consulting and asset management services in pursuit of financial independence and a superior quality of life.

"Leverage gives the appearance of wealth.  Savings is wealth."


– Former Merrill Lynch CFO Nelson Chai, prior to his ouster in 2008.


Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

Taking the next step

Whether you're a current client who would like to review your portfolio or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click Contact.

Meet the team

Learn more about Rock Cut Investment Group.

Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

Read more

Bulletin Board