T is for Tariffs
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
Richard started his career in the Navy in a nuclear operations role aboard an aircraft carrier. Since that time, he has been serving high net-worth families primarily with business planning and exit needs as well as those that have intricate stock compensation packages.
Richard earned a Bachelor’s in Nuclear Engineering Technology as well as an MBA in Finance and also holds CFP, CKA, and EA designations.
Richard & and his wife, Amanda, enjoy spending time with their 5-year-old son, 7-year-old daughter, and 9-year-old son. Whether that involves sports, piano lessons, or just family time, they’re always on the move! He also personally enjoys whiskey, cigars, and working out – just not all at the same time.
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November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...
November 11, 2024
Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...