Smart tax planning is as important as ever for taxpayers looking to manage their cash flow while also paying the least amount of taxes possible over time. As the year-end approaches, now is the time for individuals, business owners, or family offices… Read More
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Tax Planning Actions to Take Before the Year Ends
With the end of the year in sight, now is the time to begin assessing your 2023 tax obligations to see what you could do to reduce your bill. As a first step, ask the professional advisors from Baltimore-Washington Financial… Read More
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Year-End Tax Planning If You Have a Lower Income
If you have earned less than anticipated this past year, there are a handful of tax strategies to help you. You may have an opportunity for portfolio rebalancing, Roth IRA conversions, and much more. Read on to learn how the… Read More
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Year-End Tax Planning If You Have a High Income
If you find yourself in a higher tax bracket for 2023, you might face a larger tax bill than you initially expected. That said, there are plenty of year-end tax planning strategies higher-income earners can leverage to help reduce their overall tax… Read More
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Baltimore-Washington Financial Advisors Named One of America’s Top RIAs 2023 by Forbes
On October 10, 2023, Baltimore-Washington Financial Advisors was ranked 41 on the Forbes list of America’s Top 250 RIA Firms. In their ranking announcement, Forbes noted that they have compiled a list of RIAs with “strong pedigrees when it comes… Read More
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Helpful Tips for Year-End Tax Planning
It’s been a unique year. We have seen the market rebound and inflation slow down while also experiencing interest rates reaching highs, we have not seen in over two decades. It is important to remember that the end goal shouldn’t… Read More
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BWFA Institute & Internship Class of 2023
At BWFA, we are committed to education in finance and supporting students to explore career opportunities in our industry. The goal of our summer intern program is to provide the students with mentorship and guidance as well as meaningful work… Read More
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Trust Basics
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of… Read More
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Getting Started: Establishing an Emergency Fund
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having an emergency fund, or a financial safety net, in place can ensure that you’re protected when a financial emergency arises. One way to… Read More
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Fundamental Concepts for New Investors
Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar… Read More
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