Baltimore-Washington Financial Advisors (BWFA)

Here's The Latest ... July 2008


	Quality Counts: The One Question Survey Heir Raising Ideas Searching for Mr. Goodyield "De-coupling" Risk from Your Marriage and Your Investments Making the Retirement Transition Work for You—and Your Spouse Why We're Planning for Higher Taxes Save on taxes: Get the government to pay you to save money on utilities, or Make your travel expenses tax deductible, or Pay for medical expenses with tax free dollars, then... See BWFA's Bob Cassel on Fox 5 TV.

BWFA's Mark Stinson featured in Fortune
How one family chose BWFA, and how it turned out.

Read the full article.

Saxon Interviewed by Bloomberg Television
On August 7, Saxon Birdsong was a guest on Bloomberg's "On The Markets" segment. He was interviewed about his thoughts on the current market climate and the stocks he favors today.

See the full interview (13.67 Mb; Windows Media).

New Website Coming September 2008!
Watch for an all-new look featuring: easier navigation, BWFA in the community, press coverage, new estate planning services, and client corner. Sneak preview coming here soon.

BWFA's New Look and New Logo
Watch for our new logo, colors, and tag line. The logo is a more modern cleaner look that highlights the close integration of our three core services: Retirement and Estate Planning, Investment Management and Tax Services. The tag line sums up our commitment to you: Better Solutions. Better Service.

BWFA is a fee-only® advisory firm.
We provide comprehensive retirement and estate planning, investment management and tax services. We are an independent firm, paid only by our clients to provide expert, objective advice. We are sworn by oath to always act in the best interest of our clients. (See NAPFA Fiduciary Oath.)

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- meet our Board

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