News and Commentary
Stay up-to-date and in-the know about every aspect of your financial picture.
December 07, 2023
The Velnoskey Wealth Management Group is proud to share that our founder and managing partner, Doug Velnoskey has been honored as the 2023 Person of the Year in Carroll County, MD by Carroll Magazine. This humbling recognition is a testament to Doug’s unwavering commitment to his community’s past, present, and future. He is blessed to serve his community with the support of his wife, Pam, and the entire Velnoskey Wealth Management Team. A link to the full article can be found here: https://carrollmagazine.com/douglas-velnoskey-a-legacy-of-giving-back/
December 05, 2023
Discover the Emotional and Fiscal Benefits of Philanthropy
It feels good to do good! And it's especially enjoyable when you can see the fruits of your efforts with the charity or organization during your lifetime. There are many options for charitable giving, from direct contributions of cash and property, to donor-advised funds, foundations, and charitable trusts. We help clients with their charitable giving strategies year-round. Explore and understand more about your options in the article below.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
December Investment Perspectives
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.