With a long tradition of serving investors from the Mid-Atlantic area, as well as other local and national locations, our team has more than 100 years of combined investment management experience and as of December 2024 our team has more than $1 billion in personal assets and institutional assets under management. Through a variety of market cycles over the past several decades, we have earned the privilege of serving financially successful individuals, families, businesses and institutions.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
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The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
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May International Day of People with Disabilities bring awareness and inclusivity to our communities, promoting a world where everyone can thrive.
Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.
Happy Thanksgiving! May it be a day full of gratitude and love.
Honoring those who served this Veterans Day. Thank you for your dedicated service to our nation!