Investment Advisor and Fiduciary
  • About Jason
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  • RGA Investment Advisors LLC
    • Investment Strategy
    • Comprehensive Financial Planning
    • GIPS Verified Performance
    • Portfolio Construction
    • Our Story
    • Team
  • Writing
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    • Valuewalk link
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JUNE 2014 INVESTMENT COMMENTARY: WHAT YOU SEE IS NOT NECESSARILY WHAT YOU GET 

7/17/2014

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What You See Is Not Necessarily What You Get

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MAY 2014 INVESTMENT COMMENTARY: FRAMING BROADLY AND THINKING GLOBALLY

6/11/2014

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May 2014 Investment Commentary: Framing Broadly and Thinking Globally

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APRIL 2014 INVESTMENT COMMENTARY

5/13/2014

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April 2014 Investment Commentary (RGA Investment Advisors LLC)

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March 2014 Investment Commentary: Flushing out Momentum

4/10/2014

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March 2014 Commentary Investment Commentary - Flushing Out Momentum

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FEBRUARY 2014 INVESTMENT COMMENTARY: RATIONAL EXPECTATIONS THROUGH POCKETS OF MOMENTUM

3/10/2014

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January 2014 Investment Commentary: Emerging Markets, Discounting the Obvious 

2/19/2014

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JANUARY 2014 INVESTMENT COMMENTARY: EMERGING MARKETS, DISCOUNTING THE OBVIOUS

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RGA Investment Advisors 2014 Investment Outlook

1/10/2014

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Our 2014 Investment Outlook

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"Tapering": RGA Investment Advisors November 2013 Commentary

12/6/2013

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"Tapering": November 2013 Investment Commentary

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RGA Investment Advisors October 2013 Commentary:  Our ‘Actively Passive' Investment Strategy

11/7/2013

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Our ‘Actively Passive' Investment Strategy: October 2013 Investment Commentary

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    About Jason

    Jason Gilbert is Managing Director of RGA Investment Advisors LLC.  He has over 10 years of experience in investment advisory, including portfolio construction, financial strategy, and advanced planning for high-net worth and institutional clients.  He maintains an extensive background in both forensic accounting and personal finance, and serves as a fiduciary and trusted partner to his long-standing clients.

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    Disclaimer
    The opinions expressed on this site are those solely of Jason Gilbert and do not necessarily represent those of RGA Investment Advisors LLC (“RGA”).  This website is for informational purposes only and does not constitute a complete description of the investment services or performance of RGA. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of RGAs ADV Part II and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services. 

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Copyright 2023 Jason M. Gilbert, CPA/PFS, CFF, CGMA

  • About Jason
  • Work with Jason
  • RGA Investment Advisors LLC
    • Investment Strategy
    • Comprehensive Financial Planning
    • GIPS Verified Performance
    • Portfolio Construction
    • Our Story
    • Team
  • Writing
    • Investment Commentary
    • Valuewalk link
  • Contact Jason