R. M. Davis in the news
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
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.
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
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 - 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.
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.
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.
February 2016 - R. M. Davis ranked #7 in assets under management in Bloomberg Markets Top 50 Registered Investment…
February 2016 - R. M. Davis ranked #7 in assets under management in Bloomberg Markets Top 50 Registered Investment Advisers December 2015. Bloomberg Markets ranked active U.S. registered investment advisers that provide financial planning services based on the data they reported to the Securities and Exchange Commission as of June 1, 2015. R. M. Davis had an 8.8% change year-over-year from June 2, 2014 with $3.072 billion in assets under management at the time of the ranking.
February 2016 -- R. M. Davis is proud to have once again been the global sponsor of The Camden…
February 2016 -- R. M. Davis is proud to have once again been the global sponsor of The Camden Conference, held at three venues February 19-21 – live at the Camden Opera House and live-streaming to the Strand Theatre in Rockland, the University of Maine Hutchinson Center in Belfast, and University of Southern Maine Lee Auditorium in Portland.
This year’s topic was “The New Africa.”
Africa is home to the world’s poorest nations but also has a dozen economies that maintained 7% growth rates over the last decade. It is the last major frontier for resource development, while simultaneously struggling with some of the world’s oldest, most corrupt and filthiest oil and mining ventures. While Africa suffers from ethnic and religious violence and poverty, it is blessed with rich and creative cultures and vibrant civil societies. These were only a few of the contradictions and conundrums that framed the 2016 conference, its speakers, and its attendees’ dialogue.
The Camden Conference began in 1987 with a handful of MidCoast Maine residents with insight, enthusiasm and connections to bring the world to Camden. The three-day annual conference takes no partisan or ideological stance and provides a unique opportunity to learn about and explore major issues in world affairs. Next year’s topic, immigration, is certainly going to be highly anticipated.