Oct 4, 2024
After years of elevated rates, aimed at controlling inflation, the Federal Reserve has made a significant policy shift by cutting interest rates for the first time since 2020. This decision will have widespread effects on borrowing, savings, and investment,...
Oct 1, 2024
Do you ever feel overwhelmed by the chaos of your financial life? Are piles of paperwork and scattered accounts leaving you stressed and uncertain about the future? You’re not alone. Many individuals, regardless of age or circumstance, struggle to maintain...
Sep 9, 2024
My parents greatly influenced my decision to become a portfolio manager. My mom, born in 1928, taught me about the power of a women’s network – and the importance of being informed about money. She and her friends formed an investing club, “The Dividends,”...
Aug 1, 2024
If you live in Richmond, VA or elsewhere, you have likely heard how many are flocking to live in the city and seen one ranking anointing our hometown among the top ten for riverfront activities, restaurants and craft beer. We are the 7th best food city...
Jul 3, 2024
Feeling the heat? Summer is here. Higher temperatures are here to stay for the next few months. Inflation has been having its own heat wave for the past few years. We’ve seen the numbers climbing, with the Consumer Price Index (CPI), a key inflation gauge,...
May 8, 2024
Our mothers are often our primary source of wisdom and advice, and when it comes to finances, they play a crucial role. The lessons they impart can significantly impact our financial attitudes and decisions as adults. As Mother’s Day approaches, our team...
