How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio >
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.
Connect with us to learn more.
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
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….
Weekly Market Insights | Markets Close Quarter Strong, Shrug Off Weak Jobs Report
Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.77 percent, while the Nasdaq Composite Index advanced 2.12 percent. The Dow Jones Industrial…
Weekly Market Insights | Tech Steps Back. Banks, Healthcare, and Industrials Step Forward
Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded 4.60 percent. The Dow Jones…
Weekly Market Insights | Peace Talks and Moonshot IPO Rescue the Week
Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the Nasdaq Composite Index advanced…
Weekly Market Insights | Markets Stumble Last Week, But the Jobs Picture Stays Bright
Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard & Poor’s 500 Index dropped…
Most Popular
from our Financial Advisors
Textbook example of the single stock risk!
CAVA: Post-CMG Price Action and Market Context CAVA shares experienced an 11% decline this morning, a notable reaction tied to the recent earnings announcement from industry peer Chipotle (CMG). This price movement reflects speculative investor sentiment, as the…
Special Market Message
Dear Clients and Friends, Are We in a Bubble? According toThe Economist, the U.S. market may be in a giant bubble—one that could burst with a 50% drop, rivaling the Dot Com bust of 2000 and the Great Recession of 2007. You’ll see those bear markets on the attached…
The Fed Cut Rates: What’s in It for Me?
The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider. First-wave changes: Any loan considered “variable rate” can be…
Celebrating Hardworking Americans on Labor Day
Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whether you’re relaxing at home or enjoying a well-deserved day off, I hope you’re able to recharge and enjoy this special day. To the builders,…
The Shifting Landscape of U.S. Residential Real Estate
A Decline in First-Time Homeownership and a Surge in Rentals The American housing market is experiencing a notable transformation, characterized by a significant downturn in first-time home purchases and an unprecedented expansion of the rental sector. This shift is…
Investment Ponderings from Jack Reutemann
At dinner this past week with a long-time client, I was asked what I thought of Jim Cramer. I kindly said, “He’s a great speaker, entertainer, and educator, but I’m not sure of his investment advice track record, let me dig up the facts for you.” An Examination of a…
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!