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By: W. Kirk Taylor, CFP®Concerns over the economy have intensified, leading to a challenging investment environment. The S&P 500 briefly fell into [...]

By: W. Kirk Taylor, CFP®Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren [...]

By: W. Kirk Taylor, CFP® Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among [...]

So, in the spirit of humility, let’s review the year that was and look forward to the year that might be. In summary, 2025 opens with an economy operating at full capacity, yet with distinct risks. For all the reports on improved performance, there was a clear message. Tame inflation, and let Americans get back to business. Read more here...

This drop in stock prices makes sense as investors process new information about the economy. A recent report showed more jobs were created than expected in December. This suggests the economy is doing well and might not need help from the Federal Reserve ("the Fed") in the form of lower interest rates. Right now, investors think the Fed might only lower rates once in 2025, possibly for the last time in this cycle. But these predictions can change quickly, just like they did throughout 2024. Read more here...

We are honored to continue our tradition of supporting the residential program called Youth for Tomorrow (YFT), located in Bristow, VA. The mission of their New Life Center is to provide a safe space for children and families to focus on fostering a healthy, happy lifestyle. Read more here...

Recently we had the incredible opportunity to participate in the FPA National Capital Area Career Day at George Mason University, where we interviewed some of the brightest and most driven finance students. It was inspiring to see their passion, curiosity, and dedication to shaping the future of our industry. Read more here...

While the political world will focus on the election for some time, financial markets have already shifted their attention to the next administration’s policies, Federal Reserve rate cuts, and the underlying economy. Putting politics aside, chances are that the next administration will inherit strong economic tailwinds. Read more here...

With last week's 0.50% cut in the Federal Funds rate, in the rear view mirror, future rate interest rate decisions are now the focal point for markets. While the timing and size of future rate cuts are the subject of debate, why the central bank is cutting rates and how the full rate cut cycle might play out are far more important. This is because the implications are not as straightforward as they might seem, and market expectations have shifted dramatically over the past year. What should investors know about how rate cuts have historically impacted the economy and markets? Read more here…