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Everything we do as financial advisors starts with learning what is important to you. Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
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For You
We specialize in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
Wealth Management
Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.
Exceptional Service
Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.
The Process
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.
We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial advisor, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
Recent Financial News
Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action
Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1.57 percent. The MSCI EAFE…
Weekly Market Insights | Stocks Upbeat on AI; Warsh: “Less is More
Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while the Nasdaq Composite Index…
Weekly Market Insights | Stocks Slip; Attention Shifts to Bonds
Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average slipped 0.85 percent. The MSCI…
Weekly Market Insights | Inflation Cools Again; S&P Up Third Week
Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added 0.36 percent, while the Nasdaq Composite Index edged up 0.14 percent. The Dow Jones…
Understanding Market Risks: Why Diversification is Our Backbone
I am reaching out to you today because a few clients recently asked me if IBM’s sharp decline over the last two days (falling -36%) was going to hurt their Schwab portfolios. It is a great question, and the short answer is: No, your portfolio is well-protected. To…
Weekly Market Insights | Chip Rally Lifts the Week
Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23 percent, while the Nasdaq Composite Index advanced 1.74 percent….
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from our Financial Advisors
Understanding Market Risks: Why Diversification is Our Backbone
I am reaching out to you today because a few clients recently asked me if IBM’s sharp decline over the last two days (falling -36%) was going to hurt their Schwab portfolios. It is a great question, and the short answer is: No, your portfolio is well-protected. To…
The Cracking Foundation of the American Consumer
The Shifting Ground of the American Consumer: Finding Opportunity in Change The economic landscape is undergoing a significant transformation, and understanding these shifts is key to positioning your portfolio for what comes next. While headline numbers often mask…
Explanation of current positions
Several clients have told us they are a little overwhelmed by many of the new ETFs, and what their business model and investment objectives are. Below is a short summary of all the ETFs currently in the growth model as of today. If you have any questions, please…
Market Update: Navigating Geopolitical Uncertainty and Your Portfolio
In times of heightened global tension, we know that the daily news cycle can feel overwhelming, particularly when it comes to the safety of your hard-earned wealth. We are writing to you today to provide a brief update on the current market environment and to reassure…
Rate Cut Ahead: Is Your Income Strategy Ready?
Rate Cut Ahead: Is Your Income Strategy Ready? With the Federal Reserve now signaling an 87% chance of cutting interest rates at its upcoming meeting, it is crucial to assess how this shift could impact your financial future—especially if you rely on your portfolio…
Happy Thanksgiving
Wishing You a Happy Thanksgiving As Thanksgiving approaches, we pause to reflect on and appreciate the abundant blessings in our lives, especially the family and friends who enrich our days. We look forward with great anticipation to the coming year and the entire…
For over 25 years, Research Financial Strategies has been serving families and businesses as their financial advisor. Let us put our money management expertise to work for you. Set up a free, no-obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you!