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In the News

Washingtonian Award 2019

We are very pleased to announce that both Joni Alt, CFP® and Herb Hopwood, CFP®, CFA were both named by Washingtonian magazine as top financial advisors in the DC Metropolitan area. We feel very honored to have received this recognition and it is very appreciated.



Here's Why - Charles Schwab

Joni was asked to be part of Charles Schwab’s campaign “Here’s Why”. She had the opportunity to say why this profession is so important to clients and herself. Take a listen.


Washingtonian Awards 2018

We are very pleased to announce that Herb Hopwood, CFP®, CFA was named by Washingtonian magazine as a top financial advisor in the DC Metropolitan area. We feel very honored to have received this recognition for multiple years now.


How to Invest With an Inverted Yield Curve

The importance of having a cash strategy and owning individual bonds. Kevin Galvin, CFA, CFP® provides his thoughts on this subject in a recent ThinkAdvisor article.

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