RLC Press Room
The Partners at Rhoads Lucca Capital Management are a trusted source that adds depth and perspective to the work of the financial media. They have been interviewed, featured or mentioned in the following financial media. The following are recent articles (Links may change over time, so we are providing pdf versions as a backup):
Wall Street Journal – Fund Managers Field Queries But Don’t See Flight From Stocks
The Wall Street Journal asks how investors are responding to the market volatility. Also interviewed are some other fund managers.
pdf – Fund Managers Field Queries But Don’t See Flight From Stocks
link – article no longer available online – see pdf above.
Wall Street Journal – How the Crash Hit 401(k) Investors
One insightful reporter, Tom Lauricella, examines the question, “Does it make sense to continue to hold stocks in a decline when you are approaching retirement?” Dave Lucca weighs in to share the common sense approach that characterizes RLC’s investment approach.
pdf – How the Crash Hit 401(k) Investors.
link – How the Crash Hit 401(k) Investors
Investment News - Low Quality Market Rally Ripe for a Reversal, Observers Say
RLC quoted as an expert source to give insight into the current state of the stock market.
pdf – Low-quality market rally ripe for a reversal, observers say
link - Low Quality Market Rally Ripe for a Reversal, Observers Say
Investment Advisor Magazine – Are You Changing With the Times?
“Are you changing with the times?” Discussion of the changing world and the effective use of risk management.
pdf – Investment Advisor: Are You Changing With the Times?
link – no longer available online
Washington Post – More Funds are Charging Redemption Fees
Reporter, Sandra Sugawara, examines the growing trend of mutual fund families to restrict the choices of investors by imposing redemption fees. Dave is quoted in this article asking a mutual fund manager the question that they won’t answer, “How long am I supposed to wait before I move? Should I lose 10 percent of my client’s money before I move? Twenty percent? Thirty percent?” The manager won’t answer. Of course, our answer is that our clients’ interests come first – even before someone on Wall Street.
pdf – Washingtonpost.com- More Funds Charging Redemption Fees
link – More Funds Are Charging Redemption Fees
Ticker Magazine - Ticker Magazine Chooses David Lucca as “Ace Advisor”
After sorting through thousands of great financial advisors, Ticker Magazine chose David Lucca as one of just a few Ace Advisors, and awarded Dave the designation of “Best Contribution to the Industry.”
pdf – Ticker-Magazine-Chooses-Dave-Lucca-as-Ace-Advisor
link – no longer available online
Ticker Magazine - Ticker Magazine Chooses John Rhoads as “Ace Advisor”
After sorting through thousands of great financial advisors, Ticker Magazine chose John as one of just a few Ace Advisors who stand out in the industry.
pdf – Ace-Advisors-Ticker-John-Rhoads
link – no longer available online