We had the honor of being a part of a Wealth Workshop last week where we spoke with other volunteers who shared their expertise. We touched on building and preserving wealth as well as tax efficiency when investing.
In 2016, the US market reached new highs and stocks in the majority of developed and emerging market countries delivered positive returns.
It's been a couple weeks since Fish for a Cure's 10th anniversary tournament. We were proud to be a sponsor and participant in the charitable fishing tournament that supports the Geaton and JoAnn DeCesaris Cancer Institute at the Anne Arundel Medical Center.
In the third quarter the market mostly recovered from the Brexit news and the new concern on investors minds' seems to be the upcoming vote.
On September 7, Fish for a Cure kicked off their 10th Anniversary at Anne Arundel medical Center with friends, captains, and many new faces.
During the second quarter, financial markets were mostly positive until the Brexit news increased market volatility. This event and the upcoming election make many investors uneasy, but we maintain the belief that having a financial plan in place and a disciplined, well diversified portfolio is still the best way to proceed during market turbulence.
Jim is a founding board member of the Financial Education Foundation (FEF), which was created to fill the need for financial education in Anne Arundel County. The Foundation is committed to providing individuals with up to date quality information they can use to create a stable financial future for themselves and their family.