Blog

Tuesday, May 5, 2026

RiversEdge Advisors is proud to announce it has been named the #1 Financial Advisor Firm in Delaware on USA Today's 2026 list of America's Best Financial Advisory Firms, produced in partnership with market research firm Statista....

Tuesday, April 21, 2026

RiversEdge welcomes Marisa Facciolo as Wealth Advisor & Director, Women's Wealth, launching a team serving women entrepreneurs, high-net-worth women, and those navigating major financial transitions.

Monday, March 2, 2026

In 2025 we saw a wave of tax and retirement law changes primarily resulting from the One Big Beautiful Bill Act (OBBBA) and SECURE Act 2.0. As we kick off 2026, there are some provisions going into place this year that taxpayers should have

Monday, March 2, 2026

Proponents of this initiative believe including private-market assets in retirement plans would lead to better long-term returns for more Americans but the following should be considered before including private-market investments in a plan

Wednesday, February 18, 2026

Most CPAs can tell you exactly what happened last year. But business owners deserve more than a summary of the past.

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Monday, November 17, 2025

RiversEdge Advisors is proud to announce its inclusion on Newsweek’s 2026 list of America’s Top Financial Advisory Firms, produced in collaboration with market data research firm Plant-A Insights Group. This marks the second...

Tuesday, September 16, 2025

The financial services industry loves to glorify market data and push fancy jargon but the truth is: real financial planning is rare! Here are 7 red flags that your financial planner isn’t really doing planning.

Wednesday, September 3, 2025

Wilmington, DE — RiversEdge Advisors is proud to announce it has been recognized by Citywire RIA as the Fastest Growing Registered Investment Advisor (RIA) in Delaware in its 50 Growers special report. The ranking highlights firms that...

Monday, August 25, 2025

Inc. announced that RiversEdge Advisors has been ranked No. 3,842 on the 2025 Inc. 5000 list of America’s fastest-growing private companies. This year’s Inc. 5000 honorees have demonstrated growth while navigating economic uncertainty.

Tuesday, August 19, 2025

The financial services industry was built for retirees and W-2 employees with the one goal in mind: When can I retire? Business owners: you're a different breed! Here are 5 reasons most advisors aren't equipped to meet your needs!

Tuesday, July 15, 2025

It’s not easy being a long-term investor—especially when headlines shout doom and gloom. But history shows that staying the course, even through volatility, is what drives long-term success.

Tuesday, July 8, 2025

RiversEdge Advisors is proud to announce its inclusion on Newsweek’s 2025 list of America’s Top Financial Advisory Firms, produced in collaboration with market data research firm Plant-A Insights Group. 

Wednesday, July 2, 2025

RiversEdge Advisors, LLC, a Delaware-based fiduciary advisory firm, is issuing this statement in response to recent media coverage involving a similarly named company, RiversEdge Advanced Retirement Solutions, located in Pennsylvania.

Tuesday, January 14, 2025

RiversEdge Advisors is proud to announce the appointment of Tim Mihok as Chief Executive Officer and Partner. With a career defined by leadership in operations and finance, Tim brings proven expertise to RiversEdge as the firm

Monday, October 14, 2024

What happens when the household CFO can no longer fulfill their role? A solid financial contingency plan will protect your family and set them up for success. Here's how...

Friday, September 6, 2024

Recently, several major financial institutions have come under scrutiny due to ongoing litigation over the practice of "sweeps." In investment accounts, a sweep account automatically moves uninvested cash into low-risk investments,...

Friday, August 23, 2024

To be or not to be… Fiduciary - Important or table stakes when searching for or working with a Financial Planner? The financial services landscape can be confusing for those looking to hire or evaluate their financial advisor or...

Wednesday, July 31, 2024

The Delaware EARNS program is live and will affect business owners in 2025. If you are a business owner with five or more employees you may be asking yourself which is better: EARNS or a Qualified Plan? Let's break it down.

Thursday, February 22, 2024

What exactly is Bitcoin? In the vast landscape of finance, the technology underpinning Bitcoin andcryptocurrencies stands out as a potentially revolutionary force, transforming the way we perceive and engage with traditional currencies....

Monday, January 15, 2024

Behavioral finance is the study of how psychological biases and emotions impact an investor’s decision-making process. Reams of historical data be damned – it’s exceedingly difficult to react in a rationale way when confronted…

Wednesday, November 1, 2023

In the world of finance, new strategies and products (and acronyms) are the rule, not the exception. Continuing education is core to our mission - today we'll provide foundation for the buzzy investing approach known as ESG.

Tuesday, August 1, 2023

Today's economic landscape is even more uncertain than usual. On the one hand, it’s marked by higher interest rates and forthcoming economic headwinds. On the other, we have continued strong economic data and market performance....

Wednesday, May 17, 2023

Amidst continued strategic growth and development across the firm, RiversEdge Advisors proudly announces the addition of Theresa Martin, Khristopher Torres, Andrew Matusik, and Mark Rossi to its team.

Wednesday, April 12, 2023

If you believe you're paying too much in taxes, don’t blame your CPA. Instead, take a look at your portfolio. Chances are, your advisor or CFP overlooked one (or more) opportunities to reduce your tax burden through tax...

Monday, March 6, 2023

Everyone wants to optimize their taxes. Full stop. The problem is—aside from a few smart deductions, most people don’t actually know how to do that.That’s where tax alpha comes in. Tax alpha is an investment strategy...

Monday, October 3, 2022

Amidst rapid growth and expansion, RiversEdge Advisors is proud to announce Steve Hutchison has been added to lead its business planning team. 

Monday, August 22, 2022

So many of the behaviors and patterns we carry into adulthood are formed when we are children—from how we handle stress to the way we fuel our bodies and especially how we manage money. How your children handle money early in...

Monday, August 1, 2022

If you think estate planning is something you only need to do when you get older (or wealthier), think again! Or just ask the 55% of people in the U.S. who die without a will.Unfortunately, what happens to these folks is that they end...

Friday, July 15, 2022

If you think that inflation may have put a damper on some people’s travel plans, think again. After two years in a pandemic, revenge travel is on the rise this summer. But that doesn’t mean that exploring new places, seeing...

Tuesday, June 21, 2022

What is Tax-Loss Harvesting and How Does it Work?At its core, tax-loss harvesting consists of selling a stock for a loss and using the capital loss to offset any gains or income generated throughout the year for immediate tax savings....

Wednesday, June 15, 2022

RiversEdge Advisors is proud to announce the addition of partners, Tim Mihok and Michael Derins to the organization.