Independent, fee-only wealth management (804) 419-1100

First Quarter 2025

  • If you don’t like the weather, just wait a minute

    A quarter defined by volatility, driven by AI developments, shifting tariffs, and sticky inflation. Drawing on Mark Twain’s take on New England weather, it explains why volatility, while frustrating, can also create opportunity for patient investors.

The first step is a conversation.

Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.

Schedule an introductory conversationOr call (804) 419-1100