What is hedged equity and why should you consider this strategy in your portfolio? We explain in this short video.
Eric Dunner loves to solve puzzles. Nothing gives him greater satisfaction than picking apart a problem and finding the best solution. For Eric, an important aspect of solving problems for clients is having the right tools and applying them in a way that provides positive outcomes for them and their families. As an Associate Client […]
When you ask someone who was hired as the Client Service and Operations Manager what their passion is, and they respond, ‘From a professional perspective, I would say client service is right at the top,’ you know they are in the perfect job. That person is Colin Gerrety. The passion he expressed is evident in […]
It’s (almost) never too late. Here’s a few tax tips for now and later.
Widows, widowers and divorcees approaching retirement age and about to file for Social Security need to know about these filing options that could significantly increase their monthly benefit.
Do one thing each month, and by December 31, you’ll have achieved big things for your finances.
With one out of every four 65-year-olds living past age 90 and one-in-ten living beyond 95, having enough money to live on during a retirement that could last 30 years or more is critical. For many, their Social Security benefit is a significant source of their retirement income, yet most people are not aware of […]
Barry Glassman weighs in on “What’s hot and what’s not in 2015″ on WJLA’s Washington Business Report with Rebecca Cooper. This week’s round table focused on what to look out for on the financial scene in 2015 as reported by ABC7’s Washington Business Report, January 11, 2015. “There are three real big elements, two [of] […]
The holidays are the perfect time to save money. I’m not talking about Black Friday deals or December super sales. It’s the season to save on your 2014 taxes before we ring in the New Year. Here’s the top 10 ways you can save on your taxes: #10. Offset gains with losses: You may have […]