Blog
Since 1989, Emrich has practiced the “Serve First” philosophy by seeking to understand before seeking to be understood. Emrich is the owner of Stellar Advisor and the Mid-Atlantic Partner of Equity Strategies Group (ESG). He and his team provide leadership and creativity in the areas of Business Succession, Estate, and Charitable Planning. We talk about things that matter with people who care!
Special Client Letter - Debt Ceiling
It is likely that you have seen stories in the financial and mainstream media about the national debt and the debt ceiling. As usual, there are plenty of predictions and strong opinions. We are here to not only manage your money,...
Read More2023 First Quarter Client Letter
2022 had not been a good year. In a rare occurrence, both equities and bonds had fallen. Stocks fell over 18% and bonds fell 13%. The massive liquidity that had been injected into world economies had caused inflation to surge, rising...
Read MoreYear End Market Update
After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a...
Read MoreYear-end Client Letter
To Our Valued Clients:With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to recent changes made by...
Read MoreYear-end tax letter
With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to recent changes made by the Inflation...
Read MoreShow All
Third Quarter Market Update
Investment markets during the third quarter continued a volatile course, with frequent advances and sudden reversals. In the early part of the quarter, investors had hoped that the Fed’s interest rate hikes had done their job and...
Read MoreSpecial Client Letter - September 26, 2022
The last few weeks have been difficult for investors. Persistent inflation has forced the Fed into a decidedly hawkish stance, aggressively raising rates by adding another three quarters of a point last week. Fed statements have...
Read MoreSpecial Client Letter - September 2022
Volatility continuesAs we enter September, markets continue to deal with inflation, interest rates and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...
Read MoreSecond Quarter Market Update
During the pandemic in 2020 and 2021, the world and markets had to adjust to a new landscape. We yearned for a return to normal. While the reopening has continued in 2022, it has had a different set of problems and has been both...
Read More
Omicron Special Client Letter
When world events begin to affect investment markets, we always try to see past the sometimes-unsettling headlines to seek perspective and stay actively engaged with our clients. Over the past few days, world investment markets have...
Read More
2021 Year End
To Our Valued Clients: With year-end approaching, it is time to think about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding...
Read More1031 is moving forward, but sometimes you need Reverse
You might have heard that the current rules for 1031, or like-kind exchanges for commercial real estate are in the spotlight for potential legislative changes in the very near future. 1031 exchanges have been around since 1921 and have...
Read More