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Wealth Management Firms in DC Can Help Secure Your Financial Future

by Fred Baerenz

An article on the Street Smart Finance website extensively discusses the subject of wealth management, and how individuals can put certain principles into practice. Bluntly speaking, wealth management refers to any process that helps a person secure his or her financial well-being. This concept may sound simple in theory, yet most people tend to overstretch […]

New Year Reflections

by Fred Baerenz

William Howard Gore was my maternal grandfather.  He was born in the territory of New Mexico (before statehood) in 1906, or as he liked to call it, “aught six”.  He only completed the third grade, not because he dropped out, but because that was the extent of schooling available at the time.  In his career, […]

TAPERING QE3 – The Bernanke Exclamation Point

by Fred Baerenz

Throughout 2013, many economists wondered if the Federal Reserve was waiting too long to begin “tapering” the third round of Quantitative Easing.  As a quick reminder, the Fed has a dual mandate to encourage “full” employment…generally having the unemployment rate at or below 5%.   The Fed is also expected to keep inflation at or below […]

We hope everyone stayed safe and warm this week!

by Fred Baerenz

As many of you may have already heard, we will be implementing several new pieces of technology at the beginning of 2014 that we believe will significantly improve the way in which we serve our clients.  One major component of our new technology package is an upgraded portfolio management system, called Orion.  This will provide […]