Money with Murphy: Time to Double Down on Large-Cap Winners?
Markets in a Minute Fundamentals of Investing: More Access Doesn’t Always Equal More Returns
For the past three years, the financial markets and all things investing have felt like an intense rollercoaster ride. From a steep drop in stocks in 2020, a jaw-dropping rebound, and new all-time highs for the S&P 500 to sustained...Read More
Money with Murphy: Global Interest Rates & Central Bank Policy
With the Fed rate hiking cycle potentially over, what’s happening elsewhere in the world? Kara takes a look at developed and frontier markets in this week’s Money with Murphy.Read More
Markets in a Minute: Debt Ceiling Debacle
While today’s debt ceiling debates seem to mark a new level of acrimony and discord in Washington, they are not unlike debates our founding fathers once had. Alexander Hamilton, charged with tackling debt of $80 million from the...Read More
Markets in a Minute: Goldilocks and the Just Right Portfolio
In this third installment of the "Fables" series, we look to Goldilocks for guidance on how to build the "just right" portfolio for clients.Read More
Markets in a Minute: The Three Little Pigs
The Three Little PigsEven though my kids are in or fast approaching their teenage years, we still read together every night. While the stories themselves have morphed from fairytales to solidly young-adult material, the purpose is the...Read More
Markets in a Minute: What the Tortoise and the Hare Can Teach Us About Investing
From Uber rides to cocktail parties, often, when I share with someone what I do for a living, they want to know what stock they should buy. Or perhaps they ask about crypto or commodities – whatever is soaring and making...Read More
Money with Murphy: What’s the Deal with Oil Prices?
Oil prices plummeted in the early days of Covid, then soared and more recently stabilized. Yet, over the weekend, there was another twist in the oil story. Kara shares how recent production cuts differ from past ones and...Read More
Markets in a Minute: Is Commercial Real Estate the Next Shoe to Fall?
Markets in a MinuteIs Commercial Real Estate the Next Shoe to Fall?March 28, 2023Kara Murphy, CFAAfter many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has...Read More
Money with Murphy - Banking Crisis Deja Vu
Kara draws on her experience as a bank analyst during the global financial crisis and reviews lessons learned 15 years ago and what makes this time different in this week’s Money with Murphy.Read More
Markets in a Minute: Is the Banking System at Risk?
Markets in a Minute: Is the Banking System at Risk?March 13, 2023Kara Murphy, CFAOn March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank in order to protect depositors, marking a remarkably...Read More
Markets in a Minute: Debt Ceiling
Markets in a Minute: Debt Ceiling Here we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling. While previous incidents have always ended in an...Read More
Markets in a Minute: Market Review and Outlook
Turbulence Ahead: Market Review and Outlook2022 marked one of the most dreadful years for investors in recent memory. Yearly returns for stocks and bonds clocked in at -19% and -13%, respectively, marking the first time since 1969 that...Read More
2022 Money With Murphy Mash-Up
Watch a mash-up of the past year in this week's Money With Murphy.Read More
Money with Murphy: 2022 in Review
Markets in a Minute: The Santa Claus Rally
Will Santa Claus Be Coming to the Market?Over the past few weeks, American households across the country have been ramping up for the holiday season, which is both a wonderful and sometimes hectic time of year. From gatherings of...Read More
Money with Murphy: Holiday Spending
Markets in a Minute: Crypto vs. Back to Basics
Conversations and news stories about cryptocurrencies and Bitcoin have been hard to avoid over the past two years. You’ve probably heard it all from someone telling you that Bitcoin will eventually replace traditional reserve...Read More
Investing Against the Tide
Investing against the tideIn November 1974, few people thought it was a good time to invest. The Dow had lost more than 40% from its high in January 1973. Jim Fullerton, former chairman of the Capital Group, however, offered some...Read More
Markets in a Minute: Inflation, Goldilocks, and the Fed
Inflation Cools During OctoberOvershadowed by mid-term elections last week, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of...Read More
Money with Murphy: Mid-Term Elections
Markets in a Minute: Investing vs. Gambling
Ever heard someone proclaim, “investing in the stock market is just like gambling in Vegas”? Last week, as I sat in a hotel lobby on the Las Vegas Strip a few hours before speaking at an investment conference, I was struck...Read More
Money with Murphy: Third-Quarter Earnings Season
Best of the Best - Two Years in a Row!
The results are in ...RS Will Wealth Management has been named the Best Financial Planning Company two years in a row in Frederick News Post's Best of the Best contest!Thank you to everyone who voted; we would not be...Read More
Markets in a Minute: Quarterly Review & Outlook
In the third quarter of 2022, the S&P 500’s bear market clocked in at ten months old, the Federal Reserve continued to tighten monetary policy as inflation accelerated, and recession predictions filled news headlines. With stocks...Read More
Money With Murphy: Market Outlook Preview
Market Flash: Update on Market Volatility
Last week the S&P 500 fell to fresh lows. Many factors contributed to market volatility including slowed manufacturing activity, stress on foreign banks, tightening monetary policy, an inverted yield curve, and more. We’ll keep a...Read More
Join our Team!
The Marketing and Client Relations coordinator is responsible for implementing, monitoring, and evaluating the digital and print communications strategy to maximize the firm’s positive brand exposure in local and regional markets...Read More
Markets in a Minute: The R-Word - Are We in a Recession?
Over the past few months, it’s felt like I’ve been on an extended road trip with a recession destination. Everyone from my friends, family, colleagues, and social media followers have been asking, “are we there...Read More
Money with Murphy: Bond Market Volatility
Markets in a Minute: Commodities & Housing
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...Read More
How to Learn to Worry Less and Love A Market Correction
SOURCE: HARTFORD FUNDSRead More
Money with Murphy: Seasonality
Markets in a Minute: Stock vs. Bond Volatility
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...Read More
Money with Murphy: Dog Days of Summer
Markets in a Minute: Will the Inflation Reduction Act Actually Reduce Inflation?
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,...Read More
Money with Murphy: Corporate Earnings
Markets in Minute: Recession? Does it Matter?
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...Read More
Markets in a Minute: Mid-Year Review & Outlook
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,...Read More
Money with Murphy: Mid-Year Reflection
Five Things You Need to Know to Ride Out a Volatile Stock Market
5 Things to Know (printable version)Read More
Money with Murphy: Bear Markets, pt 2
Market Flash: Who Called in the Bears?
Market Flash PresentationRead More
Markets in A Minute: What's Next for the Housing Market?
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...Read More
Money with Murphy: Bear Markets
Markets in a Minute: Upside of Down Markets
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...Read More
College Savings: Invest in a Brighter Future
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...Read More
Money with Murphy: Bear Markets
Money with Murphy: Let's Talk Cryptocurrency
Markets in a Minute: Market Volatility
Wisdom of Great Investors: A Market Correction is an Opportunity
Money with Murphy - Let's Talk Stagflation
Markets in a Minute: 2022 First Quarter Review & Outlook
Money with Murphy: Market Review & Outlook
Markets in a Minute: Liquid Alternatives
Money with Murphy: Yield Curve
Markets in a Minute: Fixed Income
Money with Murphy – Interest Rates
Markets in a Minute: Ukraine
Money with Murphy – Ukraine
Markets in a Minute: Ukraine
Berkshire Hathaway 2022 Shareholder Meeting
Money with Murphy - Let's Talk Ukraine
Markets in a Minute: Inflation
Markets in a Minute: Investing in an Inflationary Environment
"Best of" Results
Money with Murphy: 2022 Insights
Market Review and Outlook: Downshifting
2021 Tax Statements - Coming Soon!
Money with Murphy: Let's Talk Downshifting
Congratulations Alex Kelly - Top 50 under 40!
Money with Murphy: Looking Back at 2021
Market in a Minute: Climate Change
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...Read More
Money with Murphy: Let's Talk Omicron
Best of the Best!
Markets in a Minute: Quantitative Easing
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...Read More
Happy Thanksgiving from The Will Group!
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....Read More
Money with Murphy: Let's Talk Housing
Markets in a Minute: Bonds
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...Read More
Money with Murphy – Energy Prices
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.Read More
Markets in a Minute: Supply Chains
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...Read More
Understanding Medicare: Presentation Follow Up
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...Read More
Money with Murphy: Octoberphobia - Seasonal Market Patterns
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.Read More
Welcome Vivian Sophia Jarboe!
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).Read More
Markets in a Minute: Cryptocurrencies
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...Read More
Money with Murphy: Evergrande
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...Read More
Welcome Jude Francis Kelly!
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.Read More
Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
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...Read More
Markets in a Minute: Debt Ceiling
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...Read More
The Will Group Foundation - 2020 Grantmaking
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...Read More
Ribbon Cutting Ceremony & Open House
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...Read More
FAFSA Simplification Act
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...Read More
Cyber Crime & ID Theft Prevention
Jeff Lanza HandoutRead More
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...Read More
Welcome Ian Eversull!
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...Read More
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...Read More
Welcome Laurynn Burks!
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...Read More
Welcome Frank Jarboe!
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....Read More