Newsletters

  Jane DeLashmutt O’Mara, CFP®, Senior Portfolio Manager & Shareholder I began my career in the investment business in 2000 as an assistant to a stockbroker in Baltimore. On lunch breaks, I walked down the hallway where I climbed a miniature staircase that led to a “switchboard.” A lot of...

A relatively calm start to the year has yielded to a string of economic policies that are now roiling markets and keeping investors on their toes. While the incoming administration threatened to launch a tariff war, many investors and decision-makers anticipated a more gradual approach.  ...

  With cherry blossoms in full bloom this time of year, many residents of Greater Washington have a sense of certainty that spring has finally arrived. However, a sense of uncertainty is rising among investors as evidenced by a 4% decline in the S&P500 in the past three months and an...

Financial fraud and scams seem to be everywhere these days. Scammers are continually enhancing their tactics relying primarily on our daily sources of communication as their initial point of attack. Educating yourself to identify the most common scams and their sources, which are frequently...

For many Americans, the spectacle of the Times Square ball drop on New Year’s Eve brings feelings of excitement for what we’ve accomplished and anticipation of opportunities that await. In a similar way, many investors are closing the books on another big year for markets and preparing for what’s...

Gone are the days of Americans staying at one job for the duration of their career. If you’ve changed jobs a few times, chances are you’ve left behind a trail of 401(k) accounts with former employers. While it might seem easier to let them sit where they are, consolidating those accounts into one...

As many Americans shift from leisurely summers back to work and school this Fall, we are monitoring another meaningful change in the economy, with Jay Powell and the Federal Reserve steering the ship. Powell has made a major course correction that seems to have halted runaway inflation and avoided...

  A generational wealth transfer has begun and is expected to continue over the next twenty years as baby boomers age and pass along wealth to their heirs. An inheritance from a loved one, whether anticipated or not, can provide financial stability for clients, but an inheritance can also...

  As the nation celebrates its independence this week, many investors are celebrating a steady economy, durable earnings growth, and surging tech stocks, as seen in the 15% return on the S&P500 in the first half. However, some investors are questioning the stability of these market...

  Divorce rates in the United States have been steadily declining over the past two decades, which is great news for all who participate in the institution. According to recent research, however, 36% of divorcing adults are age 50 or older, which is a number that has doubled since 1990. Even...

As the calendar turns from March to April, many sports fans are eagerly awaiting the college basketball finals. While the tournament has seen some exciting overtime games, market watchers are also feeling as though the bull market (for tech stocks in particular) is running into overtime. A wave of...

  The Conversation… No, not that one. But for many it may rank up there with the dreaded birds and bees talk. Whereas one might make you squeamish, the other forces us to confront some realities we’d rather ignore: aging and its implications. Just like the birds and the bees, parents and...

As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.   As the rush of the holiday season slows down, many minds turn to the subject of giving in the new year. Grandparents in particular...

  As we turn the page on a new calendar year, we look ahead to the 2024 Paris Olympics and exciting events like the relay races in track and field. A similar passing of torches (and batons) may be happening for markets this year as all eyes begin to focus on jobs as an indicator of the Fed’s...