Market Commentary

The Warsh Era: Less Fed, More Market Volatility

A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]

Elliott C. Hollingsworth, Director of Counseling

Elliott C. Hollingsworth

Peter J. Boyle, CFA, Chief Executive Officer, Principal

Peter J. Boyle, CFA

David J. Nelson, CPA, Chief Operating Officer, Principal

David J. Nelson, CPA 

Gretchen E. Lee, Chief Compliance Officer, Principal

Gretchen E. Lee

David Y. Lin, CFA, Chief Investment Officer, Principal

David Y. Lin, CFA

George E. Hasbun, CFP®, Principal, Investment Counselor

George E. Hasbun, CFP®

Roger L. Gewecke, Jr., CFA, Principal, Investment Counselor

Roger L. Gewecke, Jr., CFA

Kathleen Gilmore, CFP®, Board Chair, Principal

Kathleen Gilmore, CFP®

Next Up

Trusted Guidance for Lasting Peace of Mind

Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.

Individuals & Families Institutions