Author: David Herman

David Herman

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

Recent Posts

8 Questions to Ask Yourself Before Making a Major Purchase
Aug 02, 2023
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[...]
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.