Luca Partners is named after Luca Pacioli, who was an Italian mathematician in the 15th and 16th centuries. He is thought to be the first to write about the Rule of 72, a financial concept to estimate the number of years it could take an investment to grow and potentially double, based on certain criteria and fixed rates of return.
Additionally, he
Edward Hore —
From all reports these guys know what they are doing. They are the tax accountants for several friends and do a great job
Mike Sharples began his career as a professional investment and financial advisor in 1993. Sharples has built and directed two highly successful branch offices for another firm before starting his own independent firm in 2010. Sharples holds both a Bachelors and Masters Degree from Michigan State University.
In 1996 he passed the board examination
There's a lot more to building a healthy retirement than just piling up money in a 401(k). Sure, that's a great start, but at some point, you're going to look at all of that money that you've saved and ask yourself. And the answer to that can be complex. There are so many other questions that have to be answered first when going through your retirement
I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision. Portfolio positioning starts with macroeconomic research about the world and where it is
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