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:

Stay focused on the long game

03/31/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The case for high(er) for longer is still intact

03/31/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

03/31/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Parental leave policies leave parents wanting more

Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

Spend your retirement thriving

How to make your retirement rewarding and meaningful.
Retirement & Longevity

Favorable current strategy - yield and duration

03/27/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Growth in real money supply is what is important for taming inflation, and for the Fed

03/24/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market and economic dynamics to keep an eye on

03/24/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

03/24/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity

Fed raises interest rates with a 25 basis point increase

03/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing

 

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