Blog Category

Category: Wealth Management

When Most of Your Wealth Is Tied Up in One Stock

By Jon Szostek

If you’ve spent a career at a company with a strong stock plan, you may have arrived at a familiar and double-edged place: a large share of your net worth sits in a single stock. It’s a good problem in the sense that it usually means the stock did well. It’s a real problem in the sense that your financial security is now riding on one company’s fortunes — and often on a low-cost basis that makes selling feel expensive.

Financial Stress

Six Steps to Get Your Personal Finances Under Control

By Gregory S. Ostrowski

Most people have a general sense of what they earn. Far fewer have a clear picture of what they spend — and an even smaller number have a real system for connecting the two. That gap is where financial stress lives.

Retired couple on beach

When — and How — to Rebalance Your Retirement Portfolio

By Joshua Goldsmith

Your portfolio doesn’t stay where you put it. Over time, markets move, some investments outperform, others lag, and the allocation you carefully built quietly drifts into something different.

Generations

6 Financial Strategies That May Work Across Every Stage of Life

By Gregory S. Ostrowski

Life has a way of throwing financial curveballs — sometimes one after another. A new job, a wedding, a baby, a parent who needs help. Each one comes with a different financial priority, and sometimes they all arrive at once.

Born After 1990? Here’s Your 10-Point Guide to Investing

By David Sizemore

If you were born in the 1990s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student loans, a mortgage or possibly even young children to care for.

close up on tablet with charts and graphs for wealth management

8 Common, Yet Unnecessary Risks Investors Take in Their Financial Plans

By Joshua Goldsmith

As a financial advisor in Annapolis, MD, I’ve helped countless clients make smarter financial decisions that help put them in control of their futures. Likewise, I’ve seen a lot of people make mistakes that added unnecessary risk to their long-term security. 

New Year, New Financial Goals

By Ian Arrowsmith

It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact. But not to worry. With a little foresight and planning, you can get back on track and refocus on your financial goals for the upcoming year

New Year: 16 Financial Resolutions for Every Life Stage

By Gregory S. Ostrowski

It’s that time of year when we realize we may be indulging a little too much, and maybe our bank account is feeling the impact. But not to worry.

How to Make Your Annual Bonus Work as Hard as You Do

By Jay Sprinkel

Many times, when people receive an annual bonus, they think about all the great things they can potentially do with it. Sometimes those ideas have good intentions.

8 Questions to Ask Yourself Before Making a Major Purchase

By David Herman

Buyer’s remorse is an awful feeling. The regret, exasperation, and that sinking feeling that you went into debt for nothing (or not much, anyway) that comes along with making a large purchase is not something you want to experience.

Man pulling cash from wallet

When is it Time for a Financial Review?

By Ryan Ansted

With 2025 almost behind us, you may look back over the last 12 months with anxiety, confusion, and relief that a new year is now upon us.

What To Do Now That You’ve Received Your Inheritance

By Shawn Walker

Here’s some financial advice for young couples, for mid-career professionals, and for those who may be nearing retirement: If you receive an inheritance, make a plan for it!