We are proud to support our community

Our roots run deep in Fredericksburg, a truly unique city that we love and cherish. We have lived here for decades. It’s where we have raised our families and made many lasting friendships along the way.

We believe our community deserves to share in the success we have enjoyed, and so we choose to give back whenever we can. Here are some of the worthy organizations we have supported over the years:

Social Security myths and misconceptions

Learn how to get the most from your hard-earned benefits.
Retirement & Longevity

Can the Fed pull off a soft landing?

05/25/2022
CIO Larry Adam believes the Fed will likely engineer a soft landing and avoid a severe recession.
Markets & Investing

Brighten up your financial plan this summer

Mark your calendar with important market deadlines and closures.
Markets & Investing

How many more hits can U.S. consumers absorb?

05/20/2022
The Fed needs to consider the consumer when planning interest rate increases, says Raymond James Chief Investment Officer Larry Adam.
Markets & Investing

Weekly investment strategy

05/20/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The Fed and the housing market

05/20/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly market guide

05/20/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

9 secrets of successful centenarians

These nine commonalities may help you live a longer, healthier and happier life.
Family & Lifestyle

Lessons learned: The value of the exit interview

How to learn from attrition and emerge stronger.
Business Ownership

Expand your entrepreneurial reach with a new business

Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership

Bond market commentary

05/16/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Should you invest in the family entrepreneur?

Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership

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