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Here's how high-net-worth investors should manage the turbulent market, economy

So far this year, investors have experienced a wild ride, with Russiaโ€™s invasion of Ukraine, the ongoing pandemic, supply chain shortages, rising inflation and interest rates roiling markets. The Dow and S&P 500 index โ€” key market benchmarks โ€” continue to slip from their start-of-the-year highs, dipping into bear market territory as recession fears mount. Wealthy individuals, by logic, should have more resources than the less affluent to weather this kind of economic uncertainly and ma...
United States Megan Trask Ken Russell Terry Roth Foster Sargent S Tucker Childs

Ignoring buyout offers, Hartford investment firm Bradley, Foster & Sargent expands employee ownership stakes to remain independent

Hartford-based investment management firm Bradley, Foster & Sargent (BFS) brought in new leadership and additional staff in the past two years as the portfolios it manages ballooned to more than $6 billion. A handful of majority shareholders also allowed management and longtime staff to buy greater portions of the company to ensure loyalty and longevity. Company leaders say the maneuvers are part of a โ€œBFS 2.0โ€ strategy shift, intended to prepare the 27-year-old firm for the coming two d...
United States West Palm Beach Joseph Sargent Jeffreyg Marsted Galang Daukas Josephd Sargent

Investment firm Bradley, Foster & Sargent names Daukas CEO

Hartford-based investment advisory firm Bradley, Foster & Sargent Inc. has announced that its managing director, Galan Daukas, has been elevated to president and chief executive officer. According to the company website, the $6 billion investment management firm provides investment management services to individuals, families and institutions in 44 states.
United States Galan Daukas Foster Sargent Washington Trust Co Foster Sargent Inc United Advisors

RBC Bearings Inc (ROLL) Q3 2021 Earnings Call Transcript

Operator Good morning, ladies and gentlemen, and welcome to the RBC Bearings Fiscal 2021 Third Quarter Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to your host Michael Cummings with Alpha IR. Michael Cummings -- President and General Manager Good morning, and thank you for joining us for RBC Bearings fiscal 2021 third quarter earnings conference call. With me on the call today are Dr. Michael J. Hartnett, Chairman, President and Chief Executiv...
United States Robertm Sullivan Daniela Bergeron Michael Ciarmoli Michaelj Hartnett Michael Ciarmoli Truist
Source: fool.com

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