Richard C. Young & Co., Ltd.

Richard C. Young & Co., Ltd. is a Naples, FL and Newport, RI based financial advisory firm. We have been ranked by Barron’s as one of the top independent financial advisors in the nation for the last eight consecutive years. We manage portfolios for individuals, families, and small businesses throughout the United States.

From Liberation Day to Market Whiplash

May 2025 Client Letter

In April the global economic landscape shifted—swiftly and dramatically. What began as a possible moment of optimism for the U.S., dubbed “Liberation Day” by some, quickly unraveled into the threat of a global trade war. This sudden turn deepened market uncertainty, leaving many investors feeling unsettled…

Big US Tech = Big US Exports

March 2025 Client Letter

Recently our family boarded the Norwegian Cruise Line ship Encore, sailing to the Eastern Caribbean. One port of call was in Puerto Plata, where we had planned an adventurous day exploring the Damajagua Waterfalls. This involved hiking our way into the rainforest and then jumping or sliding our way down the falls.

Trump 2.0: Economic Expectations and Policy Implications

December 2024 Client Letter

Many investors are anticipating positive developments for the U.S. economy and markets from Trump 2.0. Key expectations include the continuation of tax cuts and deregulation. Lower corporate taxes and reduced regulatory burdens are often seen as catalysts for economic growth, potentially boosting corporate profits and encouraging investment…

Your iPhone: Don’t Leave Home Without It

November 2024 Client Letter

In the world of advertising, few campaigns have been as iconic as the 1975 ad created by David Ogilvy of Ogilvy & Mather for American Express, featuring the memorable tagline, “Don’t leave home without it.” This slogan resonated deeply, emphasizing the indispensability of the American Express card. Since that ad was created 50 years ago, the economic, financial, and technological landscape has transformed dramatically…

The Robots Are Here

October 2024 Client Letter

In early October, 45,000 dockworkers went on strike at multiple ports along the U.S. east coast and Gulf Coast, causing the largest port shutdown in 50 years. While the strike was primarily portrayed as a push for higher wages, what interests me most is the workers’ concerns about automation.

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NAPLES, FL
5150 Tamiami Trail North, Suite 400
Naples, FL 34103
Phone: (888) 456-5444 Fax: (239) 213-0770

NEWPORT, RI
98 William Street
Newport, RI 02840
Phone: (800) 843-7273 Fax: (401) 849-0002

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