Author: David Herman

David Herman

David Herman
Executive Vice President of Investments, CRPC®, CCPS®

Recent Posts

The Difference Between Professional Help and a Target Date Fund
Oct 03, 2022
Some mutual fund companies market Target Date Funds (TDFs) as the one-stop-shop for your investments. While TDFs may have their place in your[...]
Retirement Planning Annapolis: Understanding Vesting
Sep 20, 2021
When it comes to retirement planning (in Annapolis, or anywhere, for that matter) “vesting” is an important term to understand.
Important Facts About a 403(b)
Jun 07, 2021
If you are a public-school employee or an employee of a tax-exempt institution, such as a hospital, college, government organization or some[...]
8 Questions to Ask Yourself Before Making a Major Purchase
Jan 26, 2021
Buyer’s remorse is an awful feeling. The regret, exasperation and that sinking feeling that you went into debt for nothing (or not much, anyway) that[...]
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