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Outstanding Leaders at the Helm

“You’ve got to study all the greats. You’ve got to learn what made them successful and what made them unsuccessful.”

– Michael Jackson encouraging Kobe Bryant to learn from other masters of their craft.

 

The year ended with all eyes focused on Tax Reform. In our September letter, we discussed the possible outcomes if the White House Administration was successful (or not) in their tax reform pursuits. Less than three months later, the administration signed into law a plan expected to reduce taxes for many Americans and provide a tax holiday for corporations to repatriate overseas cash. Market strategists estimate that the tax plan will fuel corporate earnings by 7% to 9% and that these expected increases are not fully reflected in current stock prices. Roughly translated, barring unforeseen events, many believe that more stock gains are expected for 2018.

How can we make sure that our portfolios not only participate in these gains, but also exceed market returns for 2018 and years to come?

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The Journey Begins

“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.” – Steve Jobs

And so it begins.

A new beginning.  A pursuit of passion.  A pursuit of investing excellence.

In 2016, we are marking the official launch of Richie Capital Group.

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RCG, is a firm focused on providing superior equity returns for our clients. Our initial offerings will include discretionary investment management services for High Net Worth and Institutional Investors. Additionally, we will provide investment advisory and financial planning services on a limited basis.