Why RBF
Our Services
Investment Fiduciary
PEO/MEP Services

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Testimonials

I have known Ralph for many years and in my dealings with him, find him to be very knowledgable, trustworthy and of high integrity . Ralph is highly regarded and a tireless worker, a superior athlete and a complete team player. I would trust my retirement plans and that of my employees to his care. I would strongly recommend that you consider Ralph as you review your financial needs.

Secretary General US Soccer retired
President, Touchline Consultants


RBF Capital Management’s advice and guidance helped us improve our corporate retirement plan. They simplified our investment menu and instituted an education program, improving enrollment and participation. Additionally, they looked for ways to reduce our administrative workload and support our commitment to customer retention. “We look for partners who give us a competitive edge like RBF Capital Management"

Jake Hardin, COO People Inc.

Our Blog

Market Correction – What’s Next!

In our last note that we posted on February 8th, we stated that “this market correction is not over and the market volatility will stay with us for a good part of the first half of the year”. We also recommended having cash available and using the pullbacks as buying...
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2018 THE YEAR OF “CHALLENGES”

2017 was a very eventful year. Many of which would seem to have had a negative impact on the markets. Domestically, the US President is being investigated by a special counsel. Overseas, both France and Austria elected extremely young heads of government, the government in...
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972-324-3681

Deadline for Required Minimum Distributions (RMDs): Clients who are 70½ or older must take an RMD from their IRA and/or their QRP for the 2017 tax year. All RMDs must be withdrawn by December 31, 2017, with the exception of RMDs for clients who turned or will turn 70½ during this...
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flunkyhood

Help your clients improve their work environment by reducing employee stress! Offer them retirement plan options and plan design consulting. According to the 27th Annual Retirement Confidence Survey prepared by the non-biased Employee Research Institute and Greenwald &...
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The Looming Pension Crisis

US is heading for a collision course with a serious crisis that potentially could be a catalyst that can bring our economy to its knees. Nearly 600 States and Local governments are in the hole and have reached nearly $1.2 trillion of unfunded pension liabilities in FY 2014. This...
informational

2017 YEAR AHEAD

2017 YEAR AHEAD “All roads lead to the dollar” We believe that 2017 will be a year that active investment managers will out perform the indexes and the old rules of investment portfolio diversification will be challenged. The long-held relationships between asset classes...
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REDUCE YOUR TAX BURDEN WITH A RETIREMENT PLAN

At the end of the year many business owners turn their attention to the impact taxes have on their business. You may want consider the potential tax savings provided by a 401(k) retirement plan. Tax Advantages Employees elective deferrals (deferred wages) are not subject to...
(812) 844-7210

bookdom

The October 2016 SEC rule will change the valuation of money market funds by eliminating this presumption that what you put will always be there. All funds are to be perceived “risky” and will be marked-to-market for transparency purposes. The rule, of course, exempts funds that...
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DOL Fiduciary Rule: The Good, the Bad and the Ugly

APRIL 11, 2016 | THINK ADVISOR U.S. Chamber of Commerce and ERISA lawyer Brad Campbell detail the positive and negative aspects of the final rule A preliminary read of the Department of Labor’s recently released final rule amending the definition of fiduciary on retirement advice...
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