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Money Sense

Money on the Mind: Behavioral Finance

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Do you know how your emotions impact your financial decisions?
Join us on this episode of Money Sense where experts Rick Milton, Managing Director of MainStreet Advisors, and Tim Rice, Partner and President of Lakeside Wealth Management, discuss Behavioral Finance with host Anthony Contrucci. You’ll learn what Behavioral Finance is, common mistakes that are made among investors, and how to avoid making them.

 

Richard J. Milton

MainStreet Advisors, Managing Director

Rick Milton is one of the founding partners of MainStreet Advisors. MainStreet Advisors, based in Chicago, manages just under $3 billion dollars in assets for close to 80 community bank trust departments around the country. Centier Bank has had a relationship with MainStreet since 2004.

As a Managing Director, Rick is chairman of MainStreet’s investment committee. His responsibilities also include relationship management and portfolio management.

Prior to joining MainStreet Advisors, Rick served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton began his career at American National Bank & Trust Company of Chicago as an Investment Officer. Later, he joined KPMG LLP as a Senior Analyst in the Private Equity Valuation Group.

He holds his Chartered Financial Analyst designation. Is a member of the CFA Institute and the CFA Society of Chicago. He holds his bachelor’s degree in Economics from the University of Iowa.

 

Tim Rice

Lakeside Wealth Management, Partner & President

Tim Rice joined Lakeside Wealth Management Group, LLC., in 2004 and currently is partner and President; specializing in qualified plan design and consulting. With nearly two decades experience, Tim has become a highly recognized name in the qualified planning sector and focuses his work at Lakeside on the institutional and corporate services division.

Prior to becoming a partner at Lakeside in 2006. Tim was a specialist in equity derivatives with Goldman Sachs on the Chicago Board Options Exchange and worked in business development for The Minute Maid Company and Hormel Foods Corporation.

An Indiana University alum, Tim now resides in Valparaiso, Indiana with his family where he is very involved with the community. He holds board positions at the Duneland Boys & Girls Club and Housing Opportunities.

Licenses & Designations:

  • First Allied Securities – Series 7, 63, 65
  • AIF
  • CWS

 

Awards & Recognitions:

  • Named “300 Most Influential Advisors in Defined Contribution” by 401K Wire Magazine
  • Named one of the “20 under 40” by the Times of NW Indiana (2009)
  • Founding member of The Retirement Advisors University (TRAU) at the UCLA Anderson School of Education
  • Named to the National Association of Plan Advisors (NAPA)

 

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through Lakeside Wealth Management Group, LLC, a registered investment advisor not affiliated with First Allied Securities, Inc.

 

 

Joseph Gomeztagle

Midwest Business and Economic Research Group LC, Executive Director

Operation TEN (Tax Education Now), Executive Director

Joseph Gomeztagle is the Executive Director of Midwest Business and Economic Research Group LLC, based in Saint John, Indiana. The firm specializes in Cost and Operation Analysis, Government and Businesses, and Property Tax Appeal. As a professor of economics at both Ivy Tech Community College and Indiana University Northwest, Joseph Gomeztagle works to increase understanding of our tax system among both students and the general public. The St. John resident has been a life-long advocate of educating and encouraging the public to learn all they can about how government works and how it affects their lives.

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