Congratulations to Victoria Henry, CFP®, Laurie Kramer, CFP®, Brian Mackin, CFP®, and Kristan Anderson, CEBS®, CFP® for being named to the Northern Virginia Magazine’s Top Financial Professionals listing!
Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.
Historically speaking, election years tend to be positive in terms of stock market performance. And this election year is holding true to historical patterns, so far. But this may be entirely coincidental and not reflective of any real or direct impact that elections have on stock prices.
I learned about satisficing when getting my Master’s degree in library and information sciences. The term was used to describe how people generally research a topic, particularly using Google search results.
In recent years, the frequency and scale of data breaches have skyrocketed, exposing hundreds of millions of individuals to the risk of financial fraud.
When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.
We are seeing more and more clients with children or grandchildren who have special needs. Adapting to life with special needs or a disability is never easy, but there are steps that can be taken for those individuals to achieve greater financial security and independence.
