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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

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 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 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...

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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....