Some Maryland 529 Plans Just Got a Lot More Flexible

Along with the passage of the Tax Cuts and Jobs Act legislation, there are new guidelines that affect Maryland 529 plans. If your child has a Maryland 529 plan, you’ll want to read on to learn about some changes that expand the list of qualified educational expenses. What’s Different As a Result of the New [...]

By | 2018-01-31T16:06:28+00:00 January 30, 2018|Investor Education|0 Comments

Investment Outlook: New Year + New Tax Code = More Growth

As we look forward to 2018, let us reflect on how remarkable the last twelve months were for the major market indices. Contrary to the usual roller-coaster ride we experience with stocks, 2017 was an amazingly smooth journey to new all-time highs. The S&P 500 was so consistent that the index finished every month of [...]

4 Tips to Ensure Your Nonprofit Keeps on Giving This Holiday Season

Nonprofits often struggle when it comes to investing their hard earned donations. Your nonprofit was established to improve the world and the fear of losing charitable funds due to market fluctuations can complicate making sound investment choices. Regardless of the mission of your non-profit, all investing decisions must be made to serve your philanthropic goal, [...]

By | 2018-01-30T14:20:01+00:00 December 22, 2017|Investor Education|0 Comments

Investment Outlook: Valuations vs. Data

While the temperature outside cools as we move into the fall and winter seasons, stock markets remain red hot. Despite three of the most powerful hurricanes to ever hit the U.S., political divisiveness in Washington, and threats from North Korea, U.S. stocks rose another 4.5% in the third quarter, bringing year-to-date returns on the S&P [...]

Unlock 5 Advantages of Advisor-Guided Retirement Plans

With most Americans concerned that they won’t be able to retire on time, or perhaps worse, will outlive their retirement income, it’s time for business owners to get serious about employee-sponsored retirement plans. These plans are a primary money stream for individuals in their retirement years, making it absolutely essential that they’re designed to benefit [...]

By | 2017-11-08T14:51:10+00:00 October 6, 2017|Retirement|0 Comments

Investing 101: A Beginner’s Guide to Types of Investments

Someone not involved in the finance industry, or who hasn’t invested personally, might hear the words “stock market” and think of a far off place on Wall Street. However, that isn’t the only way to invest money. Anyone can get involved with investing, saving for retirement, trading, or just watching the stock market. For starters, [...]

By | 2017-08-11T11:15:55+00:00 August 11, 2017|Investor Education|0 Comments

Our Investment Outlook: All About Growth

Despite distracting headlines out of Washington, domestic equity markets marched to new record highs (for the S&P 500 & Nasdaq) during the quarter. Equity markets focused on the upward trend in GDP growth and robust corporate earnings (up over 15% year-over-year) that recorded the most profitable period in over five years. Historically, such periods of [...]

5 Financial Goals to Aim for in Your 20’s

“I just got a job and have a steady income. What now?” If there is one thing college doesn’t always prepare us for, it’s how to function in the “real world,” especially when it comes to dealing with finances, like paying bills, investing for the future, and doing taxes. As a finance major, I have [...]

By | 2017-08-11T10:12:19+00:00 July 12, 2017|Investor Education|0 Comments

Network Safety Alert

The latest massive ransomware attack, Petya, is quickly spreading to the United States. Similar to WannaCry, Petya capitalizes on the same Windows vulnerabilities, but Petya has developed an even more devastating result. If infected, Petya moves quickly to encrypt your computer boot files and shuts down your entire system leaving you with little to no [...]

By | 2018-01-19T08:34:05+00:00 June 28, 2017|Investor Education|0 Comments

Investors, Please Strap in Tight and Keep Your Hands Inside the Ride

As the weather heats up and local amusement parks tune up their rides for the summer crowds, dreams of heading to Hershey Park, Six Flags or Kings Dominion are in full swing. If you are anything like me, you like the roller coasters that go fast, twist you up, down, left then right, and finish [...]

By | 2017-07-12T10:09:22+00:00 May 9, 2017|Investor Education|0 Comments