Broker Check

Investor Education

We love to help you learn more about improving your financial situation.  The more you know the more we can help you.  We regularly hold workshops focusing on the practical application of basic financial concepts.  We also produce articles that are published in a variety of places from MorningStar.com to the Examiner.  Many of the articles are listed in the links below.  If you would like to be made aware of new educational content and events let us know at [email protected]  This information will be kept private in compliance with our privacy policy.

Brexit and your 401(k)

After the News of the United Kingdom (UK) leaving the European Union (EU) on Friday ...

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Take advantage of market movement: While staying in your comfort zone

This is a simple 2 step process, but if you’re not doing it, you’re missing ...

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Start your dream business… Responsibly!

I recently interviewed Mathew Berry, the man behind the music of Classified Frequency. He is a ...

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You’re ready to begin investing. Where do you start?

There are two parts to this answer, the type of account you want to open ...

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Send your life Insurance to the Doctor

Every so often there are a few tasks that you don’t really want to do ...

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Sell your Life Insurance?

If you have a life insurance policy that you do not need or payments have ...

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Roth or Traditional IRA: Make the most of your IRA contribution

As we near the tax filing deadline we are also nearing your deadline to contribute ...

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Rollover the right way

A rollover is the transfer of assets from one retirement plan to another.  All rollovers ...

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Protecting your assets in retirement

Is your worst fear running out of money?  There are many reasons that people run ...

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The Smart way to pay off debt

To pay off your debt as quickly as possible with the least cost to you ...

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Last minute tax savings also available to closely held c-corps

Investing in oil and gas partnerships often offer great tax breaks to qualified individuals. For ...

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Morningstar Star Ratings

Morningstar is a third party research company that reviews and analyses mutual funds and ...

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Managed futures can lower overall volatility while raising returns

It may seem counter-intuitive that a highly volatile investment like managed futures can help ...

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Manage your 401(k), 403(b) or TSP investments in 3 Steps

Whether you just guess or have a deep understanding of your options in your workplace ...

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Making money on the fiscal cliff

The fiscal cliff may affect more than your taxes and the fiscal health of our ...

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Great time to start a business?

The current state of our economy may be difficult and scary but for some this ...

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    Lower Your Maryland Property Taxes

    You can Challenge Your Property Assessment No one likes seeing the value of their home ...

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    How human nature effects investing

    Investor emotion usually works against investors.  We have all heard that fear and greed control ...

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    How to rebalance your workplace retirement plan

    If your retirement plan at work is a 401(k), 403(b) or TSP rebalancing the portfolio ...

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    Are you paying your advisor to work against you?

    Do you know how your investment advisor is paid?  You should.  The way your advisor ...

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    Helping Your Parents with Money

    As our parents get older we lend them a hand more and more often.  We ...

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    Has your Advisor declared independence?

    Have you ever seen an eagle soaring through the sky in search of a meal?  ...

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    Financial Advisor vs. Traditional Broker

    The significant differences between a financial advisor and a traditional broker could mean a lot ...

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    Escape your workplace retirement plan

    Your workplace retirement plan may not be the best place for you to keep your ...

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    Investor behavior – How human nature can effect investing

    Emotion usually works against investors.  We have all heard that fear and greed control the ...

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    Are Your Emotions Working Against You?

     Did you know that your emotions are a good indicator of where the market is ...

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    Do I need a financial advisor?

    Everyone needs to manage their own finances to some degree.  Your level of involvement should ...

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    The problem with chasing returns

    In the constant competition for better returns, many investors chase after recent best performers.  Of ...

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    Are you protecting your savings?

    While the daily headlines are filled with down housing and stock ...

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    Top 10 rules of investing

    Managing investments is often complicated there are a few simple rules that everyone should follow.  ...

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