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First Quarter Market Report

Written by: Jim Kantowski, CFP®, CPA

Take a look below at our review of the markets for the quarter ended March 31, 2016 or download it here.

Remain Disciplined - Market Volatility is perfectly reasonable.

Written by: Jim Kantowski, CFP®, CPA

“A big challenge for an advisor is to help clients understand that this was a normal outcome and that, ‘No, we don’t need to adjust our portfolio because this quarter it went down. This was in the range of perfectly reasonable outcomes.’”  
—Kenneth French

Looking for a Dimensional Fund Advisor in Annapolis MD?

Written by: Samantha Winogrond, CPA

We're so thankful to be a partner of Dimensional Funds. Watch the video below to find out why.

Recent Market Volatility - We should expect it.

Written by: Jim Kantowski, CFP®, CPA

The market events of January 2016 raised investor questions and provides us an opportunity to examine these important questions as well as the fundamental principles of investing in capital markets.

The Stock Market Plunged – What Should I Do?

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

"The stock market plunged and Im scared. What should I do?”

Fish for a Cure Presents Check to AAMC

Written by: Samantha Winogrond, CPA

Giving Back

It’s not every day I get to present a $1,000,000 check. 

2016: 10 Market Predictions to Count On

Written by: Samantha Winogrond, CPA

 

Fourth Quarter Market Report

Written by: Samantha Winogrond, CPA

2016 has begun, but that doesn't mean we can't take a look back at how the market performed in the 4th quarter of 2015.

Year End Tax Planning Tips & To-Dos

Written by: Samantha Winogrond, CPA

The end of the year is full of holiday cheer and the excitement of a fresh start, but don’t look forward too quickly. There are several financial steps you should take before 12/31 so we have created a year end tax planning checklist. Rounding off your year with a few strategic moves puts you in a great position for the new year.

6 Tips: Personal Finance for Women

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

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