Blog

Food Drive–Healthy Snacks and Bottled Water

Having a small business located in downtown Frederick, Maryland is a wonderful thing.  Our location is amazing, the building is beautiful, and we are just a short walk away from many our city's best attractions.  This is a blessing that we do not take for granted. When looking at ways to ... Read More

The Case For Diversification

Since my very first day in the wealth management business, I was exposed to the power of a diversified portfolio that covers all the boxes in the Ibbotson periodic table. For the 1st 10 years, this could not be argued. The market went through drastic swings to the downside like ... Read More

Recent Volatility

February 6, 2018 Dear Valued Investor: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of ... Read More

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s ... Read More

Director’s Club Press Release

  Jason Jennings and David Morders Recognized By LPL Financial as Top Financial Advisors Frederick, MD—June 06, 2017—Jason Jennings and David Morders, independent LPL Financial Advisors at Key Financial Group in Frederick, today announced that they were named to LPL’s Director’s Club, a distinction given to the top advisors based on their ... Read More