Recent News and Articles
Time to Go Long on Bond Funds
With the Federal Reserve cutting interest rates for the first time since 2020, it's time to reconsider your investment strategy. Money market funds have thrived in a rising rate environment, but as rates decline, core bond funds are becoming more attractive. Kevin Donovan explains how bond funds can outperform by offering both yield and capital appreciation in this shifting landscape.
Your Cash is No Longer Trash
The Federal Reserve’s interest rate hikes have impacted many asset classes including cash.
All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs
We find ourselves at the beginning of another debt ceiling battle on Capitol Hill. Kevin looks back on two recent battles and how the market fared through those times.
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
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