Why you need to be interested in rates
June 1, 2021
Jamie Cox
Clients often ask about my outlook for interest rates, including what the Federal Reserve’s next move will be. There are some advisors …
Insights
Advisor insights and commentary on current market trends.
RMD Rules Suspended for 2020
March 27, 2020
The CARES Act changes suspends Required Minimum Distributions for 2020.
We Are Open For Business
March 27, 2020
On March 23rd the Governor of Virginia issued Executive Order 53 placing temporary restrictions on non-essential businesses. As a financial institution serving …
Google Launches COVID-19 Site
March 27, 2020
Google's COVID-19 website prioritizes real information over speculation.
Trick or Treat - Verizon Advantage Plan
October 27, 2016
We know it’s the season for all things scary – but trying to understand your Verizon Advantage Plan should not be on …
Early Details on Verizon Medicare Advantage
September 16, 2016
This post pertains to our Bargained For Verizon Retirees: We eagerly anticipate the release of the details regarding the Medicare Advantage Plan …
Dow, NASDAQ Reach "Correction" Territory
August 21, 2015
Anyone who has been watching the news lately knows that the markets have had a really rough week. Tonight, when you turn …
Sluggish Summer Continues
August 3, 2015
A combination of factors has led to a sluggish stock market so far this summer. Concerns about Greece gave way to concerns …
March: In Like a Lamb, Out Like a Yo-Yo
April 1, 2015
Across all the major market indices for March, we saw a lot of volatility from one day to the next. The S&P …
Markets Experience Cold Start to 2015
February 5, 2015
The S&P 500 was down almost 3% in January as a variety of negative factors dominated headlines throughout the month. The month …