Posts about
Market Commentary (10)
Charitable Giving Trends for 2023
February 7, 2023
Considering how challenging 2022 was for capital markets and the economy, it would be understandable if charitable giving tailed off last year. In..
How to Retire in a Slowing Economy
January 31, 2023
Capital markets and the economy have experienced a significant amount of volatility over the past year. A recovery is underway, but it is progressing..
Another Fed Rate Hike: Here’s What It Means
December 20, 2022
In an effort to get inflation under control, the Federal Reserve has been raising short-term interest rates. And it looks like they aren’t done yet:..
Ready to Retire? These 6 Factors Can Help You Decide
December 13, 2022
Knowing when to retire can be challenging. Most of us spend 30 to 40 years in the workforce, and it can be difficult to know when the time is right..
Avoid These Common Estate Planning Errors
December 6, 2022
A well-crafted estate plan helps ensure you leave the right financial legacy for your beneficiaries and loved ones. Unfortunately, many estate plans..
These 3 IRA Mistakes Can Be Costly
November 22, 2022
When it comes to your IRA, it pays to be thorough. The IRS has strict rules about IRAs, and any mistakes can lead to a steep tax penalty; for..
The Dow Is Also In A Bear Market. What Does That Mean For Investors?
November 15, 2022
The S&P 500 has been in a bear market since June, but for months the Dow managed to avoid a similar slump. On September 26th, the Dow closed at 20.5%..
Is Paying Off Your Mortgage Before Retirement A Good Idea?
November 8, 2022
Ideally, retirement savers should have a clean financial slate before they transition into retirement, which means minimizing (or eliminating) credit..
Top Financial Professionals
November 7, 2022
Congratulations to our CEO and Co-Founder Brett Bernstein on being listed as a Top Financial Professional in Bethesda Magazine & Bethesda Beat! We..
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Social Security Checks Are Getting a Big Boost
November 29, 2022