The idea of sustainable investing is not new, and many investors relate the term to socially responsible investing (SRI), which is an investment strategy that excludes companies and industries on a basis of moral values (e.g. alcohol consumption, gambling). This type of strategy still exists, but it is important to note that sustainable investing has... Read More →
The world’s oldest annual marathon was run on April 17 as amateur athletes from around the world descended on Boston, Massachusetts for the 121st running of the Boston Marathon. While elite athletes grab the headlines, over 25,000 entrants finished the marathon. Training for and running a marathon takes fortitude and patience, and many casual marathon... Read More →
Fellows Financial Group, LLC. is extremely happy to announce that Jeff Schalk has joined the team as Chief Operating Officer and Client Services Advisor. Jeff holds a Bachelor’s Degree in Systems Analysis from Miami University in Oxford, OH and has spent the past 33 years in sales and client management positions in the software and telecom... Read More →
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to overemphasize change, putting a spotlight on uncertainty and playing up the worst case scenario. The way to assess the new dynamic is not to ask, “What’s broken?” or “What’s fixed?” but “How... Read More →
In light of the Brexit vote and market volatility, market pullbacks can be unnerving. That is why investors should have a plan for managing pullbacks that is informed by historical perspective, not emotion.
Financial Associate Ken Harvey, spoke with “Doc” Walker at the beautiful Tower Club in Tysons Corner. Ken joined the team at Fellows Financial Group in April and in just a few months has made a great impact on our fellow advisors by his positivity and strength. Blake Fellows and Ken Harvey at the Tower Club.