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:

Blueprints for Your Financial Future

03/02/2021
Investment policy statements can serve as a guide for you and your advisor.
Markets & Investing

Volatility Continues as Fiscal Stimulus Package Takes Shape

03/01/2021
Though rising yields may be indicative of an economic recovery, market volatility and inflationary fear could produce future hurdles.
Markets & Investing

Your Personal Bias May Not Sync With Reality

03/01/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly Market Snapshot

02/26/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

02/26/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

02/26/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A Taperless Taper Tantrum?

02/26/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Dealing With the Financial Side of Divorce

02/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events

Treasury Auction Results Spark Drop in U.S. Stock Prices

02/25/2021
Despite the recent weakness in equities, Raymond James CIO Larry Adam expects positive stock growth over the next 12 months.
Markets & Investing

“American Rescue Plan” Includes More Payments to Families

02/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy

Remember: RMDs Waived for 2020, Not 2021

02/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity

8 Essential Documents for Your Estate Plan

02/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving

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