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Recent News and Articles

Kevin’s Corner: Ups and Downs

February 24th, 2018|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

Investors were jolted out of complacency in late January and early February when the U.S. stock market suffered its first correction in more than two years.  This unpleasant development was a reminder that markets are volatile and there is a certain amount of risk in investing in stocks.  Since the selloff, the markets have regained some of their losses and are back to positive territory for the year to date. Events like this always send analysts scrambling to dig up historic data to see how markets have reacted in the past to similar selloffs.  Of course, no [...]

How Much Allowance Should Your Kids Get?

February 24th, 2018|Categories: Financial Planning, Insights|

Why you should rethink allowance. WRITTEN BY NEVIN MARTELL | PUBLISHED in the February 2018 issue of Washingtonian Introduction by Jessica Ness, CFP®: Education is a passion of mine so I was thrilled when Washingtonian asked for my help on this article. As the mother of two boys, I have a vested interest in teaching the next generation valuable financial skills like budgeting, delayed gratification, and the value of $1.  As a CFP, I know that allowing children to practice those skills enables them to become financially stable adults.  There are many strategies one can use to teach these financial skills and [...]

Volatility is Back

February 24th, 2018|Categories: Brian T. Jones, CFP®, Insights, Investment Management|

Stock market volatility is back. Better get used to it. I spent a good part of my Super Bowl Sunday afternoon outside in the rain at my smoker and on the grill preparing dinner for the friends and family that had gathered at my house to watch the NFC Champions Philadelphia Eagles take on the AFC Champions New England Patriots. Las Vegas had odds on the Patriots before the game by 4 ½ points over the Eagles. The “experts” are never wrong, right? As I stood there in the rain holding an umbrella in one hand and [...]

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