Blog

What to look for when deciding to invest in an IPO

Originally published in the Baltimore Business Journal on June 1, 2018

When a privately held company issues its stock to the public for the first time, the excitement is often palpable. An initial public offering, or IPO, can be alluring to investors hoping for a chance to purchase a new stock before it takes off. 

Read full article...

An Investor’s Guide: Three Time-Tested Investment Strategies

Originally posted on Wed, May 5, 2018

With so many opinions, theories, books, and products to choose from, what are the initial steps to developing a sound investment plan? The answer is fundamental to your investment success. The key to any investment plan is either finding the time, learning the skills, setting aside emotions, and designing and monitoring your portfolio, or developing a trusted relationship with a qualified financial advisor who can help you. Regardless of if you are managing your own investments or using the help of a professional, let’s look at three time-tested investment strategies.

Read the full article...

Real Estate Investment Trust (REIT) Definition – What You Need to Know

Originally posted on Mon, April 16, 2018

Whether you are driving through the city and staring at office buildings, through the suburbs and looking at homes and apartments, or in the middle of the country passing endless miles of farmland, real estate is abounding. Today, we are going to think about real estate in a different light – as an investment opportunity.

Read the full article...

From Collector to Investor: Practical Considerations for Art Buyers

 Originally posted on Tue, March 27, 2018

You may have wondered, is art an investment? The short answer is yes, but there is no balance sheet, cash flow or earnings to help determine its value. Perhaps that’s one reason many collectors treat the investment value of art as an afterthought.

Creating an art collection and tending to its value as an investment do not need to be mutually exclusive goals. Here are our tips for approaching art as an investment:

Read the full article...

Don’t Let ‘Fear of Missing Out’ Derail Your Investment Strategy

Originally posted on Fri, February 2, 2018

FOMO is one of the biggest emotional traps in investing. The tendency to concentrate on investments that have recently appreciated and abandon those that have recently declined in value is all too human. 

Read the full article...

Buy or Lease: 3 Questions to Ask

Originally published in the Baltimore Business Journal on January 12, 2018

The decision to get a new vehicle is sometimes made for  you such as when your old car breaks down and the repairs are too costly to justify. On the other hand, sometimes, purchasing a new car is an impulsive decision after seeing a multi-million-dollar advertising campaign on television and getting that “must have” urge.  And sometimes it is in between; you have had your car for ten years and you deserve a new car with the latest technology and safety features. In either case, while the new vehicle buying process is typically exciting and fun, it may also be stressful as you figure out how to pay for your new and shiny ride. 

Read the full article...

The Basics You Need to Know about Bitcoin

Originally posted on Thu, December 14, 2017

If you have recently heard about bitcoin and are curious to know more about it, you aren't alone. Find out answers to questions like:

1. What is bitcoin?

2. Who uses it?

3. Why are so many people interested in bitcoin?

Read the full article...

Long Term Care: A Curveball in Retirement

Originally published in the Baltimore Business Journal on November 10, 2017

Playing with grandkids, travelling, sitting back “without a care in the world” or volunteering for a local charitable organization. These are just a few ways to visualize your retirement years.  Nobody wants to think about anything less than the ideal, healthy, fulfilling retirement years.

Read the full article...

4 Things to Know: Your Old 401(k) when Changing Jobs

Originally published in the Baltimore Business Journal on March 10, 2017

New Job? What do you do with your old employer-sponsored 401(k) retirement plan? Explore four options available to you during an employment transition.

Read the full article...

Equifax Data Breach: 3 Methods to Protect Yourself from Identity Fraud

Originally posted on Fri, October 20, 2017

In a world that is getting more and more digital by the day, protecting our sensitive information is more important than ever. The recent breach of Equifax’s massive database has everyone questioning the best course of action to protect themselves from being a victim of identity fraud. Read three methods to protect yourself from identity fraud.

Read the full article...