RGIS

Come see some cool stuff staring super super still!!!

Their BACK by popular demand! Mark your calendars for the 3rd Annual Harvest the Arts Festival on October 10th with crowd favorites from Pantaloon Productions living statues generously sponsored again by RGIS!

A client asked a question today that caught me off guard. So I thought I’d hop on here for a quick moment.

At RGIS, we do things a little differently… every portfolio is built around the person, not a model off a shelf. We take the time to understand what you’re actually investing for, not just what the market’s doing this week.

Just as important to us is being part of this community. We’re not a call center or a name on a building somewhere else… we’re here, we’re accessible, and we care about the people we work with and our shared communities beyond just their account balance.

If that’s the kind of partnership you’re looking for in who manages your financial future, we’d love to sit down and talk. We’re always taking on new clients.

Most investors think they’re diversified. But in 2022, stocks AND bonds fell together — and most portfolios had nowhere to hide.
We put together a perspective piece on what genuine diversification actually looks like in today’s market…and why most advisory practices simply can’t get there.

Sports franchises. Managed futures. Private credit. Infrastructure. The kind of access that used to be reserved for pension funds and university endowments — and why it matters for your portfolio right now.

Full PDF attached. Worth a read.

This is for informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. — RGIS, LLC

We are in graduation season....Here's an investment that doesn't cost you anything.

If you or a loved one recently welcomed a new baby into their life, consider creating a dedicated email account for that child while they’re young.

Over the years, you can send that account:

• Favorite pictures
• Funny stories or quotes
• Videos from vacations, birthdays, and everyday moments
• Lessons learned or words of encouragement
• Memories from special days together

Then one day... maybe at graduation, their wedding, or another milestone...you can give the child access to an inbox filled with years of love, memories, and moments they may have otherwise never remembered.

Sometimes the most meaningful investments we make aren’t financial at all.

Such a busy weekend that I forgot to share the weekly thoughts

6. Straight. Weeks. This is an amazing recovery we are witnessing. Are you a fan of it???????

Weekly commentary for your enjoyment this weekend!

What an amazing week of events!!!!! Weekly commentary for you to read over this weekend.

Friday means weekly comments for clients to read. Have a great weekend!

🚀 Could the S&P 500 hit 9,000 this year — and 11,000 by the end of next year? Some serious people think so. Here's the case.

Before you scroll past that as pure fantasy, hear the math out — because it's more grounded than it sounds.

The S&P 500 closed at an all-time high of 7,126 this week. JPMorgan just raised its 2026 earnings-per-share estimate for the index to $330 — a 22% jump year-over-year — and lifted its 2027 forecast to $385. FactSet is tracking the sixth consecutive quarter of double-digit earnings growth. Goldman Sachs expects tech sector earnings alone to nearly double from $70 per share in 2025 to $109 per share by 2027. AI isn't a story about what's coming anymore. It's showing up in actual bottom lines, right now, across hundreds of companies.

Then add the Fed. Jerome Powell's term as chair ends in May, and Kevin Warsh — Trump's nominee to replace him — is expected to take over a central bank that finally has room to cut rates as oil prices normalize after the Iran ceasefire. Lower rates mean lower borrowing costs, higher corporate margins, and — critically — higher valuations investors are willing to pay for every dollar of earnings. When you stretch an already-growing earnings number through a slightly higher multiple, the math to 9,000 — and beyond — is not as crazy as it sounds.

But here is the force that most people never talk about — and it may be the most powerful one of all: 401k accounts.

Every single week, tens of millions of Americans have money automatically pulled from their paycheck and invested directly into the market. No emotion. No hesitation. No watching the headlines. Just consistent, relentless buying — rain or shine, war or peace, bull market or correction. The Investment Company Institute estimates that Americans contribute roughly $2 billion or more into retirement accounts every single week. That is a river of capital that flows into equities regardless of what the market is doing. It was flowing during the six weeks of Iran war losses. It was flowing the day the VIX hit 31. It never stops. And as the market rises, those same contributions — now buying at higher prices — continue to accumulate share counts for tens of millions of future retirees.

Is 9,000 this year guaranteed? Absolutely not — no forecast ever is. But is it possible, when you combine accelerating earnings, a new Fed chair with room to cut, and the largest sustained automatic investment program in the history of the financial world? More than possible.

This is why we never stop contributing. This is why we never stop investing. And this is why the long game — boring, patient, relentless — almost always wins. 💼📈

This is for informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. All forecasts and targets referenced are from third-party analysts and are not the projections of RGIS, LLC. — RGIS, LLC

🎉 What. A. Week.

If you've been following along these past seven weeks, you know this ride has been anything but smooth. War in the Middle East. Oil above $100. Five straight weeks of market losses. Record-low consumer confidence. Headlines that made even the most seasoned investors uneasy.

And yet — here we are on a Friday afternoon with the S&P 500 at an all-time high.

The Strait of Hormuz reopened today. Oil dropped 13% in a single session. The Nasdaq just logged its 13th straight day of gains — the longest winning streak since 1992. The investors who held their breath, held their positions, and held their nerve through the worst of it are ending this week at record portfolio values.

This is not luck. This is not timing. This is what patience looks like when it pays off.

Markets do not reward the people who react the fastest. They reward the people who stay the clearest. Every crisis eventually becomes a chapter in a longer story — and right now, we are watching that chapter close in real time.

We have shared our weekly commentary with our clients today breaking down everything that happened this week — from blockbuster bank earnings to the technology sector's historic comeback — and what it all means heading into the weeks ahead.

Drop a comment or send us a message if you would like a copy. 📊

To everyone heading into the weekend — enjoy it. You earned it. 🌿☀️

This is for informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. — RGIS, LLC