Client Center

Maximizing Investments

Socially Responsible Investing: Investments May Speak Louder Than Words

Here in the U.S., we take seriously our right to express opinions on political, social, and religious issues.  Interest groups […]

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5 Factors to Consider Before Investing in Rental Real Estate

  While stocks and bonds are, for most investors, the key components of their investment strategy, some turn to rental […]

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Costs and Benefits of the Federal Employee Thrift Savings Plan

With so many of our clients living and working in the DC metro area, it is no surprise that we […]

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New Rule Raises Standards for Some Investment Advisers–Well, Sort of.

Do you know whether your financial adviser is legally required to act in your best interest?  Many investors may be […]

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Will Drama in DC Ruin Your Retirement Savings?

The past weeks and months have been rife with political drama here in the nation’s capital, which has left many […]

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Major Purchases to Undertake for Enjoyment, Not Investment

Contrary to stereotypes or the occasional fears of incoming clients, we as financial planners do not always say “no.”  On […]

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