We are loaded with information these days. Between the news, social media, email (and even our beloved friends and family!), everyone has an opinion or advice they want to share. The blur of information can be overwhelming, but Fidelis Wealth Advisors are committed to helping you sort through all the information.
That commitment is why, each week, we spend time researching trends in the market and how each index is performing. Rob Richardson, CFA®, who is Fidelis Wealth Advisor’s Financial Investment Analyst, is highly qualified to do that research. He writes a Weekly/Monthly/Quarterly Market Snapshot based on that research, which is posted every Monday on our Blog.
Who is Rob?
Rob Richardson, CFA® has extensive knowledge and training as a financial analyst. Rob is a Chartered Financial Analyst®, which is a globally respected, graduate-level investment credential awarded by the CFA Institute. Passing the three CFA exams is a difficult feat that requires extensive study. Earning the CFA® charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry. Rob is also a graduate of Lockheed Martin’s Finance Leadership Development Program, which is an intensive, yearlong program that includes real-world projects that directly affect businesses. He also received a Master of Business Administration from the University of Denver in 2012.
His professional experience is extensive, having more recently covered hedge funds for Intermountain Healthcare’s Pension and Corporate Investment portfolios. Prior to that he worked as a Research Analyst for The Broe Group, researching private equity and venture capital opportunities, and Stifel Financial as an Equity Research Associate covering Applied Technology stocks.
Rob’s considerable experience is a valuable addition to the Fidelis Wealth Advisors Investment Committee, which meets weekly to discuss trends in markets and strategically plan investments for you, our client.
Rob’s experience is why we are so excited to tell you about our Weekly Market Snapshots. They are quick and informative reads that sift through all the information that can be overwhelming and gives you the most important facts to focus on. Make sure and check them out each Monday on our website,(check out our latest post!) or you can sign up HERE to get notified each time a Snapshot, or a market update, is posted.
Please note by using any of the links provided for your convenience, you will be leaving Fidelis Wealth Advisors website. The hyperlinks are to websites and servers maintained by third parties. We do not control, evaluate, endorse, or guarantee content found in those sites. Your use of such sites is at your own risk. This blog is general communication being provided for informational purposes only. This information is in no way a solicitation or offer to sell securities or investment advisory services. It is educational in nature and not to be taken as advice or a recommendation for any specific investment product or investment strategy. This does not contain sufficient information to support an investment decision. Any investment or investment strategy mentioned may not be suitable for all investors or in their best interest. Statistical information, quotes, charts, references to articles or any other quoted statement or statements regarding market or other financial information is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. All rights are reserved. No part of this blog including text, graphics, et al, may be reproduced or copied in any format, electronic, print, et al, without written consent from Fidelis Wealth Advisors, LLC. Fidelis Wealth Advisors does not provide legal or tax advice. Please be advised to consult with your investment advisor, attorney or tax professional before making any investment decisions.
