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Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.
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RMR By the Numbers

AUM total as of most recent ADV filing: 12/31/2025. Affiliated persons and total client numbers are as of 4/15/2026.

Assets Under Management
$2,885,624,988
Affiliated Persons
68
Institutional & Employer Clients
231
Households Clients
2,007

EST.1986