Financial Planning and Advisory Services | Capitol Hill, Washington DC

Phillips Financial Strategies | Capitol Hill

Community-focused investing for the socially conscious.

We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

Best of DC

This year, Phillips Financial Strategies won first place in the Washington City Paper’s Best of DC contest under the Reader’s Picks category of “Best Money Management”.

Our Services

At Phillips Financial Strategies, we provide professional assistance and advisory services to meet personal, business, and organizational needs.

Welcome to Phillips Financial Strategies | Capitol Hill, Washington, DC

Investments and the Coronavirus

To Our Valued Clients,

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic impact, and by the time we can, the volatility may have passed.

It’s important to remember that, in terms of market declines, the recent drop isn’t unprecedented. In fact, in the last six day-to-day declines of 3% or greater, the market rebounded higher a month later. Past performance is no indication of future returns, and it’s uncertain whether history is a good teacher in this instance.

Markets Have the Virus

Right now, markets are reacting to the news because the outcome is unknown. In a way, COVID-19 has “infected” markets all around the world. In times of market uncertainty, some traders believe the best approach is to sell. Fear is driving decisions. Nobody would blame you if this uncertainty gave you a bit of anxiety, as well.

Here to Support You

Remember, I am here to help you and your family during this time. Whatever decisions you make, please allow me to support you through them. Feel free to reach out to me with any questions or concerns.

A Note of Thanks

The results are in, and the readers have spoken! This year, Phillips Financial Strategies won first place in the Washington City Paper’s Best of DC contest under the Reader’s Picks category of “Best Money Management”.

We could not be more grateful to all who voted and we are humbled by this honor. We appreciate the level of confidence in our firm. As always, we look forward to continuing to work with our neighbors throughout the DC community.

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