Robert Carpenter, BWFA’s President & CEO, was featured in the January edition of Business Monthly discussing the 2017 forecast. Click here to read the full article.
-
BWFA’s Senior Financial Planner Featured in Business Montly
Thad Ismart, CFP®, BWFA’s Senior Financial Planner, was featured in the November edition of Business Monthly discussing preparing for the unexpected and considering long-term health care options. Click here to read the full article.
-
BWFA’s Chief Investment Analyst Interviewed on MoneyLife Market Talk
BWFA’s Chief Investment Analyst, Philip Weiss, CFA, CPA, was recently interviewed by Chuck Jaffe. They discuss BWFA’s recent Weekly Economic Update, “Why We Rarely Discuss What Might be Next for the Market.” on MoneyLife Market Talk.
-
Chris Kelly, Financial Planner & Portfolio Manager published in The Business Monthly!
Chris Kelly, CFP®, CPA, M.Accy was published in the August edition of Business Monthly discussing the four questions every do-it-yourself investors should ask. Click here to read the full article.
-
BWFA Hires New Chief Operating Officer
BWFA recently announced that Joseph Manfredi has joined the firm as chief operating officer and senior portfolio manager.
-
Director of Tax Services Published in The Business Monthly!
BWFA’s Director of Tax Services Ben Dorsey was recently published in The Business Monthly, discussing the benefits of using a financial firm that bundles services. Read the full article here! http://www.bizmonthly.com/bundling-services-getting-max-value-from-financial-professionals/
-
BWFA’s Chief Investment Analyst Interviewed on MoneyLife Market Talk
BWFA’s Chief Investment Analyst, Philip Weiss, CFA, CPA, was recently interviewed by Chuck Jaffe about how to tune out the noise and embrace volatility in the market on MoneyLife Market Talk. [soundcloud url=”https://api.soundcloud.com/tracks/195381879″ params=”auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false&visual=true” width=”100%” height=”450″ iframe=”true” /]
-
Planning for Required Minimum Distributions
BWFA Tax Manager Joe Hill was recently featured in the November issue of The Business Monthly magazine, discussing how to plan for a required minimum distribution (RMD). Follow this link to read the article: Planning for a Required Minimum Distribution
-
Washington and Your Portfolio
We often hear sound bites from political wonks and then watch for a response in the equity markets. It’s worse than usual right now because this is an election year in the U.S.*, and European political leaders are still struggling… Read More
-
Managing Director M&A Featured in SmartCEO Magazine
Brian MacMillan, a Managing Director of M&A at Baltimore-Washington Financial Advisors, recently collaborated on writing an article in the September/October 2014 issue of SmartCEO magazine. Brian discusses how business owners can set the right expectations to complete a successful transition. … Read More