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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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Mid-Year 2019 Update: Grading the Investment Environment

June 27, 2019 By Matthew A. Young

June 2019 Client Letter

The first half of 2019 is over, and the current investment environment appears more uncertain today than it was at this time last year. While it’s difficult to judge how the remainder of the year will play out, we’ve decided to hand out letter grades to some of the current storylines that may impact financial markets and your investment portfolio.

Would You Rather Have $1 Million or a Penny That Doubles Daily for 30 Days?

May 22, 2019 By Matthew A. Young

May 2019 Client Letter

Would You Rather Have $1 Million or a Penny That Doubles Daily for 30 Days?
Long-time client Tom recently emailed me the following question and answer. I have seen various versions of this in the past, and I always enjoy rereading it. This piece appears to have been from the company Grow, www.grow.acorns.com, which has partnered with CNBC to deliver educational features on developing successful money habits.

A Simple But Effective Strategy to Compound Wealth

April 9, 2019 By Matthew A. Young

April 2019 Client Letter

As you know, we are fans of the simple but effective strategy of compound interest. Compounding is the process of using your dividends to buy more shares of the company that just paid them to you. Over time, the act of continually reinvesting dividends creates a snowball effect in which your initial investment grows exponentially.

The Case Against Mutual Funds

February 28, 2019 By Matthew A. Young

March 2019 Client Letter

For over 30 years, investors subscribed to Richard C. Young’s monthly investment strategy report, The Intelligence Report (IR), for advice on how to become more comfortable and consistent long-term investors.

The Second-Worst December on Record

February 5, 2019 By Matthew A. Young

January 2019 Client Letter

Last year ended on a sour note for stock-only investors, with the S&P 500 losing more than 9% in December and more than 13% for the quarter. December’s performance was the second-worst December on record for the index. While we weren’t surprised by the correction, the magnitude of the decline looked excessive given the lack of any meaningful negative surprises.

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Client Letter Archives

Mid-Year 2019 Update: Grading the Investment Environment

June 27, 2019

Would You Rather Have $1 Million or a Penny That Doubles Daily for 30 Days?

May 22, 2019

A Simple But Effective Strategy to Compound Wealth

April 9, 2019

The Case Against Mutual Funds

February 28, 2019

The Second-Worst December on Record

February 5, 2019

Where to Hide When the Major Asset Classes Are Falling

January 4, 2019

Why Even Blue-Chip Investment Portfolios Must Be Properly Diversified

December 5, 2018

What Should You Do During a Stock Market Correction?

November 6, 2018

Destruction of Wealth

October 3, 2018

BRICs and FAANGs

September 4, 2018

Are you Prepared for the Next Stock Market Downturn?

July 27, 2018

What’s Going On With Interest Rates?

June 26, 2018

Good Economy, Strong Earnings, But Markets Struggle

June 1, 2018

Predictability and Consistency

April 25, 2018

The Rise of Automated Trading and Fall of Fundamental Analysis

March 26, 2018

Volatility Returns

February 28, 2018

Do You Have an Investment Game Plan?

January 31, 2018

What to Expect from Stocks

December 19, 2017

Ben Graham’s Dividend Test for the Defensive Investor

November 27, 2017

Navigating a High Priced Market with Solid Economic Growth

November 3, 2017

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