What We Think
Honest insights on the markets from premier wealth management experts.
Category: Newsletters
2021
Closing the Wealth Gap through Investment(July 27, 2021)
Inflation: What’s the Buzz?(July 6, 2021)
Women & Finance: This is a blog written by women for women(June 15, 2021)
Financial Habits Wealthy Women Practice (May 19, 2021)
The Profits Tug-of-War(April 1, 2021)
Financial Planning During a Pandemic(March 17, 2021)
Escaping the Trap of Low Interest Rates and Equity Risk Aversion(February 9, 2021)
A Turning Point(January 5, 2021)
2020
Retirement Planning Considerations Surrounding the Election(December 15, 2020)
Retirement Planning in a Time of Low-Interest Rates(November 10, 2020)
Charitable Giving During a Pandemic – Part 2(October 22, 2020)
Rising to the Challenge(October 6, 2020)
FBB Capital Partners Named in 2020 CNBC FA 100 List(October 6, 2020)
Charitable Giving During a Pandemic(September 30, 2020)
2nd Quarter Earnings Season(September 3, 2020)
The Road to Recovery: Smart Financial Decisions(July 1, 2020)
Investment Management in a Bear Market(April 21, 2020)
A Light at the End of the Tunnel: Risk Management(April 1, 2020)
Risk Management: Coronavirus Leads to Market Volatility(February 25, 2020)
Risk down, or Melt up: 2020 Smart Financial Decisions(January 1, 2020)
2019
If at first you don’t succeed, try, try, again(October 1, 2019)
China + Fed = Volatility(July 1, 2019)
From Hot to Warm(April 1, 2019)
Markets Deliver a Lump of Coal(January 1, 2019)
2018
Hoping for more Green than Red this Holiday Season(November 26, 2018)
Market Update and Investment Outlook(October 12, 2018)
Tough Advice in 2018; Sell in May and Go Away!(October 1, 2018)
Whoah, We’re Halfway There(July 1, 2018)
First Quarter 2018: A Bracket-Buster?(April 1, 2018)
Stable Fundamentals Suggest Markets will Rebound(February 9, 2018)
The 2018 Tug of War: Wages vs. Taxes(January 1, 2018)
2017
Strength or Complacency?(October 1, 2017)
Buyers Everywhere… But will They Stay for Summer?(July 1, 2017)
Taking a T-O(April 1, 2017)
More Surprises Ahead?(January 1, 2017)
2016
Post-Election letter(November 9, 2016)
Party Like It’s 1999(October 1, 2016)
Is June 23 the New Independence Day?(July 1, 2016)
Opportunity Amid Rising Uncertainty(June 24, 2016)
Volatility Is Back: Embrace the Volatility(April 1, 2016)
As we write this letter on the last day of the year…(January 1, 2016)
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BETHESDA, MD
EASTON, MD
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