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Looking back at the SECURE Act and Looking forward at SECURE Act 2.0: How Do They Affect Your Retire
Looking back at the SECURE Act and Looking forward at SECURE Act 2.0: How Do They Affect Your Retirement?
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Weekly Market Insights: Strong Employment Reports
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...
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Money for Nothing
The song “Money for Nothing” was released in 1985 by Dire Straits. Mark Knopfler wrote it with a bit of help from Sting. You may wonder how this is remotely related to anything financial; bear with me a moment. The story is...
Read MoreWhat the New Administration Could Mean for your Finances-The Tax Highlights
President Joe Biden officially became the 46th president of the United States on January 20th, 2021 accompanied by Vice President Kamala Harris, our 49th Vice President. With any new administration, changes are expected. The Biden-...
Read More2016 Client Letter: Market Thoughts
Friends: September of this year will mark the 30th year that I’ve been in the financial services business. Over these years, I’ve been blessed to gain the trust and friendship of many clients. Some of my first clients in...
Read More2015 Client Letter: Once Upon a Time…
Once Upon A Time…. It seems like every nursery rhyme I read to William begins with “Once upon a time.” So I’ll start this brief missive with “Once upon a time, there were capital markets that went up and...
Read More2015 Client Letter: Investment Approach, Bordering on Sloth
Dear Friends, I had lunch with a client earlier this week. In catching up, the King’s Dominion type roller coaster market we’ve witnessed lately was an appropriate discussion topic. Before I could weigh in, they facetiously...
Read More2015 Client Letter: Mid-Year Update
Mid Year Update Friends, I hope each of you have had a tremendous start to the summer. I’d like to provide a brief update on things happening around our Firm, along with some commentary on the global markets and their impact on...
Read More2015 Client Letter: Smart Beta
Fellow Investors, I hope each of you are having a wonderful start to 2015. It appears many of us in Virginia have a bit more winter on the horizon. We can only hope that much like the financial media, the predictions of the weather...
Read More2014 Client Letter: Flight to Safety
February 17, 2014 Dear Clients, It’s hard to believe February is almost over. We’re sure our clients in Virginia share our anticipation for leaving this winter behind as we crawl toward spring. The past year brought many...
Read More2013 Client Letter: June
June 3, 2013 Friends, As the first half of 2013 comes to a close, we as a country have been through a lot. From the attack at the Boston Marathon, to the horrific fertilizer explosion in West, Texas, or through the unleashing of Mother...
Read More2013 Client Letter: Who is Gene Fama?
Who is Gene Fama? You may have seen the news last week that Eugene “Gene” Fama was awarded the Nobel Prize in Economic Sciences. You might be asking yourself, “Who is Eugene Fama?” The 74 year-old Fama,...
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