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 Weekly Lonely Bull Blog

Still Back and Forth

Seems like every other day, the stock market vacillates between optimism for economic reopening and growth and a retreat to concern. Reopening stocks and safer defensive steady growers come in and out of favor depending upon the news of the moment and investor sentiment.

Business cycle sensitive issues should have significant earnings acceleration with a return to normalcy. Steady growers, although expensive, seem a haven if all does not go well. Given the dichotomy between the two categories, strategists must come down on one side or the other. A perfect balance is probably not going to earn good returns.

The Bull and his partners have sided with the thesis that, even though irregular and fraught with concern, the economy is going to normalize. Our citizens want it, and many, if not most, are already moving on with their lives. Certainly, we have some hedges, but these are companies that offer sustainable growth, regardless. The back and forth makes it aggravating at times, but we are focused on what we perceive to be the most likely outcome. Earnings for the first quarter are beginning to be reported. That will provide more evidence as to progress toward normalcy. Stay steady my friends.

The Lonely Bull

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The Importance of a Financial Plan

How You Can Get One At No Cost

This past year has been one for the history books, and one key takeaway is the importance of having a financial plan.  No one knows when the next crisis, recession, or unexpected event may arise.  Did you know that according to Charles Schwab, only 25% of Americans have a financial plan?  We have plans for so many things in our lives, whether it’s planning for something as simple as your day, planning your next vacation, or even your evacuation in case of a threat to your home.  Since we plan for many things in our lives, why do so many Americans not have a financial plan?  Is a financial plan even necessary?

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Who we are

Founded in 1998, Riverplace Capital is a private wealth management firm located in Jacksonville, Florida. We offer a full array of financial resources and specialties in Investment Management, Business Ownership, Real Estate, and Family Office services.  A fiduciary Registered Investment Advisory firm, we provide discreet, personalized, and individually tailored financial services to long-term investors.  Riverplace Capital Money Managers deliver top performance through financial planning and disciplined investing. We work together with you to enhance your investment results and income, manage your risk, and provide tax protection.

The Lonely Bull moniker reflects our independence of thought and unique hands-on approach to investing. Unlike most firms, you work directly with the people managing your money, not an intermediary. If you want to work with a firm that approaches investment differently from the others, Talk with Us!

CharitaBULL Giving

Riverplace Capital proudly supports the community.

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Why Choose Riverplace Capital?

Financial Performance

Financial Performance

At Riverplace Capital we hold ourselves to high performance standards and frequently meet or outperform industry benchmarks.

Investment Experience

Investment Experience

We have one century of combined investment experience and have been serving clients for 22 years.

Tax Protection

Tax Protection

We select individual securities that are more tax efficient than many financial products, planing the timing for buying and selling to best meet your tax needs.

Money Management

Money Management

We don’t farm out your portfolio or hire other firms. You work directly with the people managing your money, not an intermediary.

Independence

Independence

The firm’s Lonely Bull Moniker reflects our independence of thought and unique approach to investing.

Fiduciary/RIA

Fiduciary/RIA

As a fiduciary we act in your best interests, earning income based on your success. We do not sell insurance or financial products that charge additional commissions.