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Wednesday, September 21, 2022

Why Commodities and Housing Are Impacting Your Portfolio and the Global EconomyAs the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with...

Monday, September 19, 2022

SOURCE: HARTFORD FUNDS

Wednesday, September 14, 2022

Friday, September 2, 2022

KARA MURPHY, CFA | 09/01/2022Earlier this summer, my family and I took a long-overdue trip to Disneyland, where we rode more than our fair share of roller coasters. My kids usually gave the highest marks to whatever ride had the...

Wednesday, August 24, 2022

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Wednesday, August 17, 2022

The Inflation Reduction Act about to pass the House has been heralded as a major legislative victory for the president and his party. The bill includes a long list of disparate agenda items including lower prescription drug costs,...

Thursday, August 11, 2022

Wednesday, August 3, 2022

Last week, the Bureau of Economic Analysis reported that the US economy was estimated to have declined for the second quarter in a row, after adjusting for inflation. The data release prompted the word “recession” to spring...

Wednesday, July 20, 2022

KARA MURPHY, CFA | 07/19/2022There is no sugarcoating market performance in the first half of 2022. With the ongoing war in Ukraine, China’s zero-Covid policy, domestic political disputes, upcoming elections, and of course,...

Wednesday, July 13, 2022

Thursday, July 7, 2022

5 Things to Know (printable version)

Wednesday, June 29, 2022

Market Flash Presentation

Wednesday, June 29, 2022

Wednesday, June 22, 2022

Rising interest rates have roiled stock and bond markets this year. But they’re also raising concerns about the outlook for the U.S. housing market, which has been a bright spot in the post-COVID economy. Having just sold and...

Wednesday, June 15, 2022

Wednesday, June 8, 2022

MARKETS IN A MINUTE: UPSIDE OF DOWN MARKETSKARA MURPHY, CFA | 06/07/2022“When you come to a fork in the road, take it.” – Yogi Berra After finishing 2020 and 2021 with robust gains, the S&P 500 index is down...

Friday, May 27, 2022

May 29th is observed across the United States as 529 Day or 529 College Savings day. It was introduced to increase awareness of these plans and encourage families to start saving toward future education expenses.Why a 529?Support a...

Wednesday, May 25, 2022

Thursday, May 19, 2022

Wednesday, May 11, 2022

Friday, May 6, 2022

Wednesday, May 4, 2022

Wednesday, April 27, 2022

Thursday, April 21, 2022

Wednesday, April 13, 2022

Tuesday, April 5, 2022

Wednesday, March 30, 2022

Wednesday, March 23, 2022

Wednesday, March 16, 2022

Wednesday, March 9, 2022

Tuesday, March 1, 2022

Monday, February 28, 2022

Thursday, February 24, 2022

Wednesday, February 16, 2022

Thursday, February 3, 2022

Monday, January 31, 2022

Thursday, January 27, 2022

Tuesday, January 25, 2022

Friday, January 14, 2022

Wednesday, January 12, 2022

Wednesday, January 5, 2022

Wednesday, December 22, 2021

Wednesday, December 15, 2021

Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...

Thursday, December 9, 2021

Wednesday, December 8, 2021

Tuesday, November 30, 2021

KARA MURPHY, CFA | 11/30/2021 As the Federal Reserve Bank begins to dial back its pandemic-era stimulus measures, the risks of a policy misstep increase. But the central bank seems keenly aware that it must pull off a careful balancing...

Thursday, November 25, 2021

Dear friends and clients, Thanksgiving is a wonderful reminder to pause from our day-to-day and reflect on all that we are grateful for in our lives. We are very blessed to share that our team and our families are healthy and thriving....

Wednesday, November 17, 2021

Wednesday, November 10, 2021

KARA MURPHY, CFA | 11/10/2021 With interest rates at historic lows, inflation fears rising and credit spreads tight, it’s shaping up to be a potentially challenging time for fixed-income investors, leading some to wonder whether...

Wednesday, November 3, 2021

Money with Murphy – Energy Prices Crude oil, heating oil, natural gas, propane – are all at levels not seen since 2014. To learn more about what’s driving the increase in energy prices watch this short video.

Wednesday, October 27, 2021

KARA MURPHY, CFA | 10/26/2021 Many of us usually give little thought to how things like sneakers and refrigerators end up in stores. Not so lately. Problems with the global supply chain are blamed for having depleted inventories and...

Monday, October 25, 2021

Thank you to those who were able to attend our Understanding Medicare webinar. We found the the presentation informative and have received great feedback from those in attendance. For those unable to attend last week, our partners at...

Wednesday, October 20, 2021

What do Octoberphobia, bear killer, and Santa Claus all mean for your portfolio? Watch this short video to learn more about the seasonal patterns of the fourth quarter.

Wednesday, October 13, 2021

MARKETS IN A MINUTE: CRYPTOCURRENCY KARA MURPHY, CFA | 10/12/2021 Is it wise to invest in Bitcoin and other cryptocurrencies? The question has been hotly debated across kitchen tables, institutional boardrooms, and even among financial...

Wednesday, October 13, 2021

The Will Group is pleased to announce Frank Jarboe and his wife, Olivia, welcomed a healthy baby girl, Vivian Sophia Jarboe, on Wednesday, October 6th. Vivian joins older siblings, Frankie, Jr. (5) and Josephine (2).

Wednesday, October 6, 2021

With over $300 billion in debt, the Evergrande Group is the second largest real estate developer in China. After missing a bond payment and the fear of continued distress, how will this effect the global market? Watch this short video...

Thursday, September 30, 2021

The Will Group is happy to announce Alex Kelly welcomed a healthy baby boy, Jude Francis Kelly, on Thursday, September 23rd. While Alex is on maternity leave, please call our office for any assistance.

Wednesday, September 29, 2021

On Saturday, September 25, 2021, the House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The House Ways and Means Committee and the Joint Committee on Taxation had previously released...

Wednesday, September 29, 2021

Markets in a Minute: Debt Ceiling As many of us know, regularly spending more than you earn is an easy way to jeopardize your financial health by amassing too much debt. So, it can be hard to watch the national debt grow at a rate that...

Tuesday, September 28, 2021

The Will Group Foundation was named amongst the top 11 funders in providing grant money to local nonprofits and community organizations in 2020. It's our honor and the foundation's honor to give back to the community and assist those...

Tuesday, September 21, 2021

On Thursday, September 16, 2021, The Will Group hosted a ribbon cutting ceremony to celebrate their first year in their new headquarters in Downtown Frederick, Maryland. Following the ribbon cutting, The Will Group held an open house...

Wednesday, August 4, 2021

Learn about how legislative changes can help you finance your loved one's education. Provided by RS Will Wealth Management As a parent or grandparent, you know firsthand the challenges of funding a child's education. TheFree...

Thursday, June 17, 2021

Jeff Lanza Handout

Friday, May 28, 2021

We hope you are well and staying healthy. We want to take a moment and update everyone on our in-office practice with regard Covid-19 and keeping our team and visitors healthy. As you know, we are a small, close-knit family office with...

Friday, April 30, 2021

RS Will Wealth Management is pleased to announce Ian Eversull has joined the firm as a Financial Advisor. Ian joins RS Will Wealth Management after spending 3 years at Merrill Lynch in North Bethesda, MD where he excelled in their...

Tuesday, December 15, 2020

The Will Group is very proud to share with you that Josh Donofry, Portfolio Manager, has been selected to serve on the Investment Committee of the Community Foundation of Frederick County, MD. The Community Foundation is dedicated to...

Tuesday, December 1, 2020

Laurynn Burks joined The Will Group in November 2020 to assist with client services. Laurynn is a Maryland native and graduated from the University of Maryland College Park with a B.A. in Criminal Justice. Laurynn currently resides in...

Sunday, November 1, 2020

The Will Group is growing, and we are happy to announce our newest team members, Frank Jarboe, Sr. and Laurynn Burks, who are looking forward to introducing themselves to you. Frank Jarboe, Sr. joined The Will Group in October 2020....