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:

The Economic Data Round-Up

10/30/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

10/30/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

10/30/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

10/30/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

The Psychological Side of Spending Your Retirement Savings

10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

2020 Pre-Election Update

10/28/2020
Washington Policy Analyst Ed Mills and Healthcare Policy Chris Meekins provide their insights on the upcoming U.S. election.
Economy & Policy

6 Things to Remember When Markets Fall

10/27/2020
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing

Rough Day for Stocks as COVID-19 Cases Surge, Election Looms

10/26/2020
The S&P 500 posted its worst daily decline since late September but didn’t entirely erode October gains.
Markets & Investing

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Recent Bond Market Trends

10/26/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Known and Unknown Unknowns

10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

10/23/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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