Oct 24, 2018
This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to...
Oct 20, 2018
ABLE Account update. We will continue to make videos about this account as it changes, providing you with updates as they happen. This account is still very new and we expect changes to continue. Stop back and check us out every once and a while to see if there have been any more changes! We have a lot of resources on...
Oct 17, 2018
This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is...
Oct 15, 2018
This was a great podcast interviewing Rosemary Calderalo, Director of Gift Planning at the Baltimore Community Foundation (BCF). We talk about the many ways you can invest in Baltimore using the many funds provided by BCF. You may research their website to learn more but I would suggest spending less time on the website...
Oct 12, 2018
Michelle Fritsch, Pharm.D. is back! She was on our podcast previously where she discussed her first business, Meds MASH. Meds MASH provides services such as medication management, assessment of risk, safety assessments and healthcare coaching. The episode is called "Managing Your Parents Medications." It was our 4th...