Fellows Financial Group

05/25/2026

The financial needs of high-net-worth (HNW) individuals require more than general advice. Complex portfolios demand niche expertise, careful strategy, and an advisor who understands the details that others may overlook.

That is the standard we hold ourselves to for every client we serve.

If you are looking for a thoughtful, tailored approach to managing your portfolio, we would welcome the opportunity to work with you. Connect with our team today to start the conversation.

05/19/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

05/15/2026

For many business owners, mid-year is a natural time to reflect on how the year has gone so far and start planning for a strong finish. One area to review during this time is employee benefits.

Reviewing your benefits offerings now gives you the opportunity to make thoughtful adjustments that support both your team and your long-term business goals. A proactive approach today can help position your business for success at year-end and beyond.

If you have not taken a fresh look at your benefits strategy this year, give us a call and let’s review your approach together. We are here to help you make informed, strategic decisions for the future.

04/24/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

04/20/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

04/17/2026

Thank you to all our clients that voted for us in the first round of the Best of Loudoun competition.

We’re thrilled to announce we have made it to the Top 5 thanks to your support.

You can vote daily until April 28th by clicking this link:

Vote in any or all categories once per day April 17th through April 28th EDT!

04/16/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

04/11/2026

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation that was already proving hard to tame. A big story from March was the March 17-18 Federal Reserve (Fed) meeting, which saw the Fed hold rates steady. Swipe through for more information about where markets ended in March and what’s driving the numbers.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

03/27/2026

Are you aware of the tax brackets for 2026? The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026 — especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call today. We’re happy to help you plan ahead.

03/23/2026

When deciding where to hold cash for short-term needs, many investors consider money market funds. These funds are designed to help manage short-term cash with an emphasis on stability and liquidity. Swipe through to learn more.

If you would like to review whether a money market fund aligns with your cash management strategy or short-term financial goals, call us to discuss your overall strategy.