R. M. Davis in the news
March 2016 - Karen L. Milliken, CFA, Vice President and Portfolio Manager, completed a program in…
March 2016 - Karen L. Milliken, CFA, Vice President and Portfolio Manager, completed a program in professional divorce analysis and is now a Certified Divorce Financial Analyst.
Ms. Milliken is trained to provide financial information and assistance for people working through a divorce. She evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property. Karen’s role is to help make sure clients and their lawyers fully understand how the financial decisions they make today may impact their financial future.
Formed in 1993, The Institute for Divorce Financial Analysts (IDFA™) currently has more than 2,000 CDFA professionals across the United States and Canada. The designation is expanding rapidly as more people search for alternative divorce processes, from collaborative to mediation, rather than litigating their case. With the help of a CDFA, clients can reach an agreed equitable settlement by gaining insight into the pros and cons of different settlements over the long term and avoid common pitfalls of divorce.
March 2016 - Karen L. Milliken, CFA, Vice President and Portfolio Manager, was a panelist at the Women in…
March 2016 - Karen L. Milliken, CFA, Vice President and Portfolio Manager, was a panelist at the Women in Family Business program discussing the topic:
Challenges and Solutions for the “Sandwich” Generation
The “Sandwich” generation of middle-aged individuals are named as such because they are effectively “sandwiched” between the obligation to care for aging parents – who may be ill, unable to perform various tasks or in need of financial support – and children who require financial, physical or emotional support. The trends of increasing lifespans and having children at an older age have contributed to this phenomenon.
The program provided opportunities for all to share both the challenges and real life examples of how we cope, thrive and make the best of all conditions.
Additional panelists were:
- H. Rebecca Ness, CSA Certified Senior Advisor and Owner of Senior Planning Advisors, LLC
- Colleen McCracken, CEO + Partner, Planet Dog, IFOB Board Chair
- Shauna Miller, TD Bank, IFOB Founding Sponsor and Board Member
Women in Family Business is part of the Institute for Family-Owned Business (IFOB), a non-profit dedicated to supporting family-owned businesses through education and networking so they can pass it on to the next generation.
May 2016 - We are pleased that Reid V. Smith, CFA has joined our firm as a Vice President and…
May 2016 - We are pleased that Reid V. Smith, CFA has joined our firm as a Vice President and Portfolio Manager.
Based in our Portsmouth, New Hampshire office, Reid comes to us from David Wendell Associates, Inc. where he was a Portfolio Manager. Prior to that, he managed portfolios within the Wealth Management Group of TD Banknorth in Andover, Massachusetts. Reid is a Chartered Financial Analyst and graduate of Middlebury College in Vermont.
“I am honored to join R. M. Davis and be part of what they are known for – renowned highly personal, face-to-face relationships based on a fee-only model of financial management,” Reid says.
May 2016 - We are pleased that Theresa L. Taplin has joined our firm as Administrator of our…
May 2016 - We are pleased that Theresa L. Taplin has joined our firm as Administrator of our Personal Affairs Management service.
Theresa’s role is to visit clients in their homes on a regular schedule to review their bills, prepare checks for their signature, balance their checkbooks, reconcile bank and credit card statements, manage insurance claims and paperwork, develop budgets and accurate record keeping, and compile their income tax records.
Theresa came to us from Coastal Rehab in Cape Elizabeth where she was their Provider Relations Coordinator. She is a graduate of the University of Southern Maine.
“I am thrilled to join R. M. Davis and offer our clients the deep and meaningful level of service R. M. Davis is known for,” Theresa says.
May 2016 - John Doughty, Vice President and Director of Research, taught the following…
May 2016 - John Doughty, Vice President and Director of Research, taught the following classes:
- Defense and the Rise of New Technologies – discussion at the Senior College in Bridgton
- The Rise of ISIS – featured a lecture and class discussions at both the Osher Lifelong Learning Institute at the University of Southern Maine in Portland and at the Falmouth Memorial Library
June 2016 - R. M. Davis is a proud sponsor of the Charting a Bold Future Campaign Kick-Off Celebration for…
June 2016 - R. M. Davis is a proud sponsor of the Charting a Bold Future Campaign Kick-Off Celebration for Maine Public Broadcasting June 23, 2016 at the Portland Country Club. PBS President and CEO Paula Kerger and Tom Ashbrook, host of On Point from NPR and WBUR will speak at this intimate evening of discussion about MPBN’s bright future. For more information, please visit: www.mpbn.net.
June 2016 - R. M. Davis is the lead sponsor of the World Affairs Council of Maine’s Annual Meeting and dinner…
June 2016 - R. M. Davis is the lead sponsor of the World Affairs Council of Maine’s Annual Meeting and dinner on June 15, 2016 at the Portland Country Club. Special guest Ian Brzezinski, Resident Senior Fellow, Brent Scowcroft Center on International Security, and former Deputy Assistant Secretary of Defense for Europe and NATO will be speaking on NATO and Russia. For more information, please visit: wacmaine.org
August 2016 - Richard Carriuolo, CFP®, Vice President and our Director of Wealth Management…
August 2016 - Richard Carriuolo, CFP®, Vice President and our Director of Wealth Management Services is presenting the following:
August 18, Social Security Basics, held at the 2016 CPA Series workshop, hosted by Saint Joseph’s College in Standish
October 20, Medicare Basics at the same CPA Series workshop at Saint Joseph’s College
November 2, The Differences Between IRAs and Qualified Employer Retirement Plans, will be held at the 2016 Maine Tax Forum at the Augusta Civic Center, hosted by SCORE Maine
September 2016 - John Doughty, Vice President and Director of Research, will be presenting the…
September 2016 - John Doughty, Vice President and Director of Research, will be presenting the following sessions:
- September 8: Cybersecurity at The Propeller Club of Portland
- October 14: The Rise of ISIS at the Osher Lifelong Learning Institute at the University of Southern Maine in Portland
- November 16: Human Migration and Refugee Crisis at the Kennebunk Free Library