Client Center

Maximizing Investments

Resist the Temptation to React to the Present, Guess the Future

Many investors felt rattled by market behavior recently, with the S&P 500 index dropping over 6.5% in just over a […]

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Managing Inertia: The Pros and Cons of Target-Date Retirement Funds

Over 300 years ago, Isaac Newton defined the concept of “inertia,” observing that objects tend to resist any change in […]

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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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