Have you been considering opening a 529 college savings plan? Saving for a child’s education is also an important goal for many of my clients, and 529 Plans are often
Monthly Economic Update
I’m excited to go meet my friends’ new baby this month. She will be almost three months old, so hopefully she will still have that great baby head smell. Her
How and Why to Put Your Nanny on Payroll
Ahh … summer is nearly here. Time to relax and enjoy the sunshine, dip your feet in the ocean and feel a warm breeze blow through your hair… The serenity
What to Do When Starting a Family Doesn’t Come Easily
I learned a lot from my experience with the fertility “industry” and enough time has passed that it is no longer such a sensitive topic for me. This also means
What is Risk Tolerance?
Risk Tolerance The first time I placed a $10,000,000 bond trade, I was understandably nervous. I told my mom about it afterwards because it went well and I was proud
Quarterly Market Update Webinar
With the first quarter of 2021 behind us, the global economy is seeing both healing and ongoing trouble. Markets continue to be optimistic, and policy makers face once in a
Monthly Economic Update
Crocuses are blooming in my yard, which have always given me joy. In Maryland they would poke their brave little buds up through the snow to promise that days would
Harsh Financial Truths Webinar
Harsh Financial Truths About Divorce Helping clients make informed financial decisions about divorce is part of our mission. We are firm believers that a realistic approach to the process can
Monthly Economic Update
After the first month of 2021, the groundhog saw his shadow and a new administration is still trying to pass more economic stimulus through our divided legislature. Vaccines are being
