What We Think
Honest insights on the markets from premier wealth management experts.
Category: Newsletters
2022
Women & Finance: The Importance of a Rainy Day Fund(May 18, 2022)
A Motley C.R.U. of Market Pressures(May 5, 2022)
Powell, Putin, and Probabilities(April 1, 2022)
Millennial Investors and the Great Wealth Transfer(March 22, 2022)
Market Update Letter – The One-Two Punch(February 24, 2022)
Maximizing College Savings(February 15, 2022)
Market Update Letter: Volatility Returns(January 25, 2022)
Will the Aging Bulls Make it a “Four-Peat?”(January 4, 2022)
2021
Women & Finance: Tax Efficient Ways For Charitable Women To Give in 2021(November 17, 2021)
The Real World and the Digital World(October 1, 2021)
The Power of Patience in Maximizing Long Term Wealth(September 13, 2021)
Women & Finance: Mom’s Philosophy for Wealth Accumulation(August 18, 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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