Category: Investing

Alphabet Soup: What Your Financial Advisor’s Credentials Tell You
Oct 18, 2021
Chances are, there is at least one acronym that follows your financial advisor’s name on his or her name plate. This may look impressive, but what do[...]
8 Common, Yet Unnecessary Risks Investors Take in Their Financial Plans
May 10, 2021
As a financial advisor in Annapolis, MD, I’ve helped countless clients make smarter financial decisions that help put them in control of their[...]
10 Times You May Want to Rebalance Your Asset Allocation
Apr 27, 2021
Retirement planning is not a set-it-and-forget-it kind of process. It’s not wise to put your portfolio together and then let it run on autopilot for[...]
What is Social Investing? 3 Steps to Get Started
Apr 05, 2021
Social investing, also known as Socially Responsible Investing (SRI), has been growing in popularity for a number of years. Simply put, social[...]
Saving Vs. Investing: Which is More Important?
Mar 30, 2021
Putting your money to work is one of the core pillars of wealth-building. This common but powerful mantra is the driving force behind strategically[...]
5 Common Misconceptions About Market Volatility and Your Investments
Dec 07, 2020
It’s not hard to find information these days – simply ask a question and “Alexa” will tell you what she finds out. What can be difficult, however, is[...]
2 Ways You Can Make Investing Easier
Aug 10, 2020
In our experience helping busy families plan for their future, we’ve learned that the reason many people put off their financial planning is because[...]
3 Reasons DIY Investors Should Seek Regular Advice
Apr 13, 2020
If you’re a DIY investor, it stands to reason that you have some pretty good technical knowledge about how the markets work and why it’s a good idea[...]
The Difference Between Professional Help and a Target Date Fund
Jan 27, 2020
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[...]
Financial Planning: What You Should Know When First Getting Started
Jan 07, 2020
The idea of financial planning can be overwhelming, especially when you’re first getting started. You may be in your first job, or just beginning to[...]