If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period during which you’ll be faced with a number of important choices, and the decisions you make can have… Read More
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Are Bonds “Conservative Investments”? Maybe Not.
BWFA has been underweighting allocations to bonds and other interest-rate-sensitive investments, given that many of these choices pay very little, and there is a risk to principle eroding, if interest rates go up. Bonds may not be as glamorous as… Read More
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10 Resolutions That Will Boost the Value of Your Company
2021 is in the books. If your goal as a business owner is to build a more valuable company in 2022, here are some New Year’s resolutions to consider: 1. STOP CHASING REVENUE. A bigger company is not necessarily a… Read More
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Understanding Defined Benefit Plans
You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you… Read More
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Taking Advantage of Employer-Sponsored Retirement Plans
Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you should be. Once you’re participating in a plan, try… Read More
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Baltimore-Washington Financial Advisors Named BEST FINANCIAL ADVISOR by Howard Magazine 7 Years in a Row
October 28, 2021, Baltimore-Washington Financial Advisors is pleased to announce it has once again been named ‘Best Financial Advisor’ by Howard Magazine’s Best of Howard Readers’ Choice Poll. “We are honored to be among Howard County’s Best,” said Rob Carpenter,… Read More
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Internships at Baltimore-Washington Financial Advisors offers training in financial services
Baltimore-Washington Financial Advisors welcomed 9 summer interns who worked on a variety of different projects supporting the financial planning, investment management, and tax teams. “The goal of our summer internship program is to provide the students with mentorship and guidance… Read More
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Baltimore-Washington Financial Advisors Featured as Leaders of Finance in Baltimore Magazine
Each year, Baltimore Magazine publishes its list of financial leaders, some of the best-known names in the industry, right in your backyard. BWFA is among those that earned this prestigious position. Founded in 1986, Baltimore-Washington Financial Advisors is among the… Read More
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BWFA Professionals Receive Additional Credentials: Certified Elder Planning Specialist (CEPS)
Our mission at BWFA is to provide our clients with comprehensive wealth management by offering asset management, financial planning, and tax services at one firm. In the past this most often took the form of providing expert advice to those… Read More
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