Financial Advisor and Tax Consultant

Proxy Vote Update: Calvert Small Cap Fund CL I (2/18/2021)

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement Annual Report rF

February 17, 2022

rF LiveBroadcast with Rickie Taylor from the Association of African American Financial Advisors

Rickie Taylor joined Phil Ratcliff for a LiveBroadcast interview in which he introduced his organization and the importance of its mission for the future of the financial

February 16, 2022

rF LiveBroadcast with Chris Asman of Studium

Last Friday, Studium President and Founder, Chris Asman, joined Tony Jones live for a broadcast interview, where he opened up about his experiences as a

February 17, 2022

rF LiveBroadcast with Chad Silverstein of [re]start

What is [re]start? [re]start is a career development platform that provides job seekers with resources to find jobs that will make them happy and meet

February 17, 2022

rF LiveBroadcast with Scott Henderson of Qube Money

Who is Qube Money? Qube Money is a bank, but it’s a neo-bank, or an online-only, FDIC certified account. All money deposited in Qube Money

February 17, 2022

Proxy Vote Update: Queens Road Small Cap Value Fund (10/23/2020)

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. rF

February 18, 2022

rF LiveBroadcast with Stephanie Campolo-Merkle of Dress for Success Columbus

What is Dress for Success? Dress for Success (DFS) is an international nonprofit organization that strives to prepare women as they enter or reenter the

October 27, 2022

Proxy Vote Update: Tesla (9/22/2020)

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. rF

February 18, 2022

News

rF LiveBroadcast with Gary Zimmerman of MaxMyInterest

rF Live Broadcast with Gary Zimmerman of MaxMyInterest MaxMyInterest (Max) is a cash management solution that helps maximize yield and is FDIC insured. MaxMyInterest is

September 14, 2022

rF LiveBroadcast with Michael Bowers of the Ohio SBDC at Columbus State Community College

What is the Small Business Development Center (SBDC)? The Small Business Development Center, or SBDC, is a grant-funded national program. Most of their funds come

February 17, 2022

Proxy Vote Update: Calvert Small Cap Fund CL I (2/18/2021)

rF LiveBroadcast with Rickie Taylor from the Association of African American Financial Advisors

rF LiveBroadcast with Chris Asman of Studium

rF LiveBroadcast with Chad Silverstein of [re]start

rF LiveBroadcast with Scott Henderson of Qube Money

Proxy Vote Update: Queens Road Small Cap Value Fund (10/23/2020)

rF LiveBroadcast with Stephanie Campolo-Merkle of Dress for Success Columbus

Proxy Vote Update: Tesla (9/22/2020)

rF LiveBroadcast with Gary Zimmerman of MaxMyInterest

rF LiveBroadcast with Michael Bowers of the Ohio SBDC at Columbus State Community College

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