News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 14, 2025
Join the Bel Air office on Saturday, October 4, 2025 from 9am - 12 pm for our annual document shredding event. Parking lot of Janney Montgomery Scott 116 Hays Street, Bel Air, MD 21014
This event will also benefit Socktober - a charitable initiative that provides much needed socks to homeless shelters. Any donation of new socks will be appreciated.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
