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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.

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Hurricane Preparation and Investment Planning

September 28, 2017

September 2017 Client Letter

It’s unsettling when The Weather Channel and CNN camp out in your town to cover an incoming hurricane described as the biggest storm ever recorded in the Atlantic. Hurricane Irma was massive, with winds of at least tropical storm force covering 70,000 square miles—larger than Florida’s entire land area. Just several days prior to landing in Naples, it appeared Irma would track the east coast of Florida, more towards Miami, leaving our hometown in a much more desirable position.

A Reliable and Repeatable Strategy

August 29, 2017

August 2017 Client Letter

Did you know that Tesla Inc., the electric car maker founded in 2003, is now the largest auto-manufacturer in the United States? Not as measured by the number of automobiles produced—GM still holds that crown—but by market capitalization.

A Record Level of Investor Complacency

July 28, 2017

July 2017 Client Letter

Last month I wrote to you about the deleterious effects of the central-bank liquidity bubble on deep-value opportunities. Deep value stocks aren’t the only casualty of excess central-bank liquidity, though. There is a more ominous problem brewing in markets. Global central banks’ hair-trigger approach to providing monetary stimulus at every hint of market turmoil has institutionalized the idea that volatility will not be tolerated.

The Central Bank Liquidity Bubble

June 30, 2017

June 2017 Client Letter

Many of our long-time clients may recall the name Longleaf. For those who do not, Longleaf is a family of mutual funds managed by Southeastern Asset Management. Southeastern is a boutique value manager. When mutual funds played a bigger role in our investment programs, we invested in the Longleaf funds for clients.

Long-Term Investing Not as Easy as it Looks

May 31, 2017

May 2017 Client Letter

Investing for the long run is not easy. There is a reason many investors are impatient. If you are looking for instant gratification, long-term investing isn’t for you.

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Client Letter Archives

Surely, You’re Joking

September 24, 2024

Has the Situation Really Changed?

August 28, 2024

“Irreplaceable Infrastructure”

July 9, 2024

The Stones on the Road

April 5, 2024

Revisiting the Arithmetic of Portfolio Losses

September 7, 2023

The Narrow Rally

July 6, 2023

The Great Comeback

May 22, 2023

Is Your Bond Allocation Where It Should Be?

March 31, 2023

Your Money Makes Money

February 3, 2023

Prudence, Intelligence, and Discretion

December 2, 2022

Bonds Play Role in Portfolios

November 2, 2022

Recession? Dividends Can Provide a Cushion

September 6, 2022

The Decisions You Make Today

July 5, 2022

May 2022 Client Letter

May 2, 2022

Consistency

March 21, 2022

Sticking to the Plan

December 23, 2021

The Best Rule Is: Stay the Course

September 30, 2021

Headline Investing

July 1, 2021

Yield Scarcity

May 20, 2021

Maintaining a Long-Term Perspective

March 4, 2021

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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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