Jason A. Jennings, CFP® Managing Partner 6 W. 2nd St. Frederick, MD 21701 240.215.4709 office 240.439.4475 fax www.keyfinancialgrp.com Visit us on: www.facebook.com/keyfinancialgrp The CERTIFIED FINANCIAL PLANNER™, CFP® are professional certification… Read More
Mary Stewart and her husband refer to themselves as “under protective” parents. They taught their kids to be financially independent but their daughter Abbie landed back home after finishing school.… Read More
CUSTOMIZATION Your needs are unique—and your investment strategy should be too. Make sure your advisor takes the time to understand your personal goals in order to recommend a customized plan… Read More
Susan and Derrick Friedman have reached their early 90s just as their four children have entered their retirement years. The Friedman siblings are part of the Sandwich Generation; Baby… Read More
Compass Changes: * Downgraded agriculture commodities to neutral from neutral/positive. * Decreased duration view to short/intermediate from intermediate. Investment Takeaways: * Our 2014 stock market forecast calls for gains of… Read More