Riverplace Capital

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Riverplace Capital Riverplace Capital provides comprehensive financial services for our clients and their families.

Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective wealth management strategies for our clients. Our wealth managers and advisers work with individuals, families and businesses to develop comprehensive financial plans tailored to your specific needs. We follow an evidence-based investment approach that historically has provided our clients with the financial resources to live a full life. At Riverplace Capital, we don’t follow the herd when it comes to financial and investment strategies, we build lasting relationships with our clients based on their specific goals and our track record of success. With Riverplace Capital, you’re not just building your portfolio, you’re securing your financial legacy.

Earnings season is once again upon us and expectations for growth this past quarter are high! While the market has been ...
10/16/2026

Earnings season is once again upon us and expectations for growth this past quarter are high! While the market has been focused on AI and its rollout for some time, we anticipate the market advance will broaden out to other sectors which are also performing very well.

More in this week's Lonely Bull: https://riverplacecapital.com/its-all-about-earnings-again/

October is   and with an estimated 382,640 people diagnosed each year in the United States alone, so many of us have bee...
10/15/2026

October is and with an estimated 382,640 people diagnosed each year in the United States alone, so many of us have been personally affected. If you or someone you know is currently battling breast cancer, the Riverplace team encourages you to stay strong and know you're not alone.

For anyone who'd like to help or support, the Susan G. Komen Foundation is doing incredible things both locally and nationally and we'd encourage you to get involved where you can: https://www.komen.org/

10/13/2026

With a focus on long-term success and tailored solutions, your Riverplace Capital team aims to build a lasting partnership that empowers you to live the retirement you've always envisioned.

The Cleanest Shirt in the Hamper... that is the U.S. Not that we don’t have plenty of problems, it’s just that there are...
10/09/2026

The Cleanest Shirt in the Hamper... that is the U.S. Not that we don’t have plenty of problems, it’s just that there are less than many other places in the world. Our dollar has been gaining strength against other major currencies. This partially reflects the good investment environment here. Many investors throughout the rest of the world are drawn to the opportunities in America. We are once again at the center of a new technological revolution: Artificial Intelligence. Others want in!

Our past leadership, first with the internet, then smartphones, has now been extended to AI and all the opportunities that it will generate. It is an exciting time. The buildout of infrastructure continues at a maddening pace. This will continue for some time yet. However, we are also beginning to see more use cases for AI. New services and businesses will be built around these. It is difficult to imagine all the possibilities.

Yes, we have an inflation problem and higher interest rates than we would like. An election looms before us with uncertainty regarding some policies. These issues pale in the face of the opportunity before us. Remember, good economic growth helps solve many of these issues. AI will help generate that. Stay positive and stay steady my friends.

-The Lonely Bull

For over 25 years, Riverplace Capital has been at the forefront of family wealth management and private investment services in Jacksonville, Florida and beyond.

At Riverplace Capital, our team is just as invested as you are in your financial future so no matter your goals, we take...
10/07/2026

At Riverplace Capital, our team is just as invested as you are in your financial future so no matter your goals, we take the bull by the horns and tackle a perfect plan built just for you!

Since 1998: https://riverplacecapital.com/

For over 25 years, Riverplace Capital has been at the forefront of family wealth management and private investment services in Jacksonville, Florida and beyond.

With over 100 years of combined experience, our team knows it's ALWAYS a good time to begin working with a trusted, loca...
10/04/2026

With over 100 years of combined experience, our team knows it's ALWAYS a good time to begin working with a trusted, local financial planning firm. But what better time than ?!

Get started with loads of great advice and even a free financial plan here: https://riverplacecapital.com/lonely-bull-financial-blog/

📈 NEW BLOG ALERT 📈Our stock market has been correcting since August 14th. It doesn’t show that much in the averages, but...
10/02/2026

📈 NEW BLOG ALERT 📈

Our stock market has been correcting since August 14th. It doesn’t show that much in the averages, but most sectors are down considerably. Only two areas are holding up: technology and semiconductors. These have helped keep the averages up. However, most well-diversified portfolios are down.

Recently, the stock market has shown signs of improvement. More companies are finding support levels. Downside momentum has been broken with periodic rebounds. Business fundamentals still look strong, with improvements in industrial production as an example. The bond market has been the problem. Interest rates have risen but may be leveling off at longer maturities. At least the momentum here has slackened. Even though the Federal Reserve may raise rates again at the short end, longer maturities may not be affected.

One clear sign that a correction is nearing an end is when most stocks stop going down, and the strong ones make a break to the downside. They are usually the last to correct. They are also the first to recover. We have seen that in part. It just may take a little more time, but a change in direction is building. The Bull warned that this September could be rough, and it has been, but October has historically provided turning points.

Stay steady my friends.

Since 1998, our team has proudly worked with countless clients to help them achieve their financial goals through focuse...
10/01/2026

Since 1998, our team has proudly worked with countless clients to help them achieve their financial goals through focused strategies, meticulous management, and dedicated personal attention.

Today we celebrate 28 year and we find ourselves ever so thankful for our clients, team, partners and the community whose support us throughout the years! 📈

For over 25 years, Riverplace Capital has been at the forefront of family wealth management and private investment services in Jacksonville, Florida and beyond.

Get used to present interest rates. Historically, interest rates are about where they ought to be, given current economi...
09/25/2026

Get used to present interest rates. Historically, interest rates are about where they ought to be, given current economic conditions. They just seem high because we remember the extraordinarily low rates of a few years ago. Those rates are not coming back. The Lonely Bull has been warning for quite some time that rates were headed higher. Now, they may finally be getting interesting.

Higher rates may not be good for housing and other big-ticket item sales, but they are good for many financial firms and savers. Remember, one man’s cost is another’s income. Most of our economy can handle these rates. It just takes time for everyone to adjust. Many who are over-leveraged when rates were low may get wiped out. However, our economy can handle that. Those assets will be reabsorbed. The strong and prudent will win out.

Our policy at Riverplace Capital has been to keep fixed income maturities short. Gradually, we extended these out to as much as three to five years. We still hold that. This way, we capture most of the yield available to longer-dated commitments but avoid the risk that rates on longer-term paper go much higher. That is becoming less likely. Therefore, our next move may be to extend commitments, but we are not there yet. Stay steady my friends.

– The Lonely Bull

At Riverplace Capital, we provide complimentary, customized financial plans designed around your goals, priorities, and ...
09/23/2026

At Riverplace Capital, we provide complimentary, customized financial plans designed around your goals, priorities, and risk tolerance. You’ll meet personally with your advisor, receive ongoing guidance, and benefit from a thoughtful approach to identifying opportunities that align with your financial objectives.

Free financial plan: riverplacecapital.com

Address

1301 Riverplace Boulevard, Ste 2130
Jacksonville, FL
32207

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19043463460

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