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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 | Volatile Week Ends on Positive Note
Stocks declined over an unusually volatile week as midterm results shifted control of Congress and markets responded. The Standard & Poor’s 500 Index declined 2.68 percent, while the Nasdaq Composite Index dropped 3.37 percent. The Dow Jones Industrial Average…
Weekly Market Insights | Stocks Lower Despite Upbeat Q3 GDP News
Stocks ended last week lower as disappointing Q3 corporate reports led to a tech-led selloff that deepened on Friday. The Standard & Poor’s 500 Index slipped 0.57 percent, while the Nasdaq Composite Index declined 2.00 percent. The Dow Jones Industrial Average…
Weekly Market Insights | Challenging Week for Tech Stocks
Markets were mixed last week, though persistent pressure on technology stocks made the week feel more challenging for some investors. The Standard & Poor’s 500 Index lost 0.47 percent, while the Nasdaq Composite Index declined 0.71 percent. The Dow Jones…
Weekly Market Insights | Tech Under Pressure After Hot Inflation Reports
Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. The Standard & Poor’s 500 Index lost 1.95 percent, while the Nasdaq Composite Index declined 4.48 percent. By contrast, the Dow…
Weekly Market Insights | Nasdaq Record, Jobs Report Face Off in Mixed Week
Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose 0.45 percent. The Dow Jones…
Weekly Market Insights | Nasdaq Record, Jobs Report Face Off in Mixed Week
Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose 0.45 percent. The Dow Jones…
Most Popular
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!