Rex Macey, CFA®, CIMA, CFP®, has over 30 years of experience as an investment professional. Before starting Red Tortoise, he spent 11 years at Wilmington Trust where his duties included heading the equity group, the asset allocation team, risk management and serving as chief investment officer.Rex is a professional’s professional having taught part of the review course for the CFA for many years; authored numerous articles for the IMCA Investment and Wealth Monitor (including winning two writing awards for his work), edited that publication, served on the certification committee for the CIMA designation, served as a trustee for the Atlanta Society of Financial Analysts (now ASFIP on which he now serves on their strategic advisory committee).
Rex has appeared on CNBC, Wall Street Week, Fox Business News, and quoted in the Wall Street Journal (Google for more) He also holds a patent related to incorporating mortality risk into the financial planning process. He earned a math degree from Vanderbilt and an MBA from the UNC’s Kenan Flagler business school in Chapel Hill. Email Rex or view his LinkedIn profile.
Articles by Rex Macey
|Spending Policy: Is 4% the Best You Can Do, Investments & Wealth Monitor, Mar/Apr 2009, p32-34,45||Looks at a spending rule based on an annuity calculation as compared with the common and simple 4% rule.|
|Pretty Good Protection, Investments & Wealth Monitor, Jan/Feb 2012, p36-43||Examines a simple strategy to achieve absolute returns.|
|Asset Allocation Ain’t Dead, but It’s No Spring Chicken Either, Investments & Wealth Monitor, Mar/Apr 2012, p48-50.||A brief look at the benefits and limits of diversification and optimization in the asset allocation process.|
|Of Tulips and Trumpets, Investments & Wealth Monitor, Jan/Feb 2009, p41-43||Addresses the questions whether time diversification is a myth or reality; and, whether time horizon affects the tolerance for risk.|
|Mind Your Pease, Investments & Wealth Monitor, Nov/Dec 2013, p20,36||Clarifies the impact of the Pease Amendment in the Taxpayer Relief Act of 2012.|
|Displaying the growth of Assets Properly, Investments & Wealth Monitor, Sep/Oct 2008, p38-39.||Illustrates how a common use of scaling may visually confuse readers about the historical growth of wealth.|
|Roth Conversions-Take Advantage of the Government’s Free Option, Investments & Wealth Monitor, Sep/Oct 2010, p34-36||Analyzes a strategy to reduce income taxes when moving assets from a Roth to a traditional IRA.|
|Sequestrations, shutdowns and debt ceilings: An analyst’s perspective, Atlanta Business Chronicle, Oct 11-17 2013, p29A||A public comment on the impact of the standoff between the two major political parties.|
|Dynamic Asset Allocation, Investments & Wealth Monitor, Jan/Feb 2010, p41-45||Describes a dynamic asset allocation model to reduce risk compared to conventional static allocations.|
|Brain Teaser, Investments & Wealth Monitor, Sep/Oct 2013 p63-64||Shows how volatility can be harvested and the potential value of rebalancing.|
|The Hitchhiker’s Guide to Risk-adjusted Returns, Investments & Wealth Monitor, Jan/Feb 2008, p5-7||A survey and cautionary note about risk-adjusted returns.|
Bill McVay, CIMA, CFP®, ChFC joined Red Tortoise in 2017. He has a background of more than 30 years in pension and investment consulting and is a frequent national speaker on investment management and performance evaluation issues. In 2007 he founded RDK Strategies to provide investment advice and business consulting services to financial institutions, endowments, foundations, corporations and pension funds. Prior to that he was Vice-President and a partner of financial software developer Zephyr Associates, the leading provider of style based investment analytics and Executive Vice-President of Financeware, Inc. Previously he was Co-Director of Investment Management Services for Legg Mason and the Director of the Investment Consulting Group where he developed and managed all retail and institutional consulting services, investment management research, client service programs, built and managed fee-based investment programs, investment advisory compliance systems, investment analytics, consulted with institutional clients and directed and oversaw the consulting activities of Legg Mason Financial Consultants. Bill also oversaw the managed futures and alternative strategies activities of Legg Mason Wood Walker, provided internal acquisition due diligence on investment advisory firms and was the President of LM Falcon Investment Strategies, Inc., a Legg Mason subsidiary specializing in developing alternative investment products and hedge funds.
Bill is a graduate of Southeast Missouri State University and holds the designations of Certified Investment Management Analyst (CIMA), Certified Investment Management Consultant (CIMC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a member of the Southeastern Benefits Education Network and the Investment Management Consultants Association where he served as a member of the Board of Directors, Treasurer and Vice-President. He has also served on the IMCA Industry Advisory Council and on the Consultants Performance Presentation Standards Task Force. Email Bill or view his LinkedIn profile.