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
-
BWFA’s Chief Executive Quoted in Financial Advisor IQ
Baltimore-Washington Financial Advisors CEO, Robert G. Carpenter was quoted in Financial Advisor IQ’s online publication: “While funds are fine for clients with smaller accounts, says Robert Carpenter, chief executive at Baltimore-Washington Financial Advisors in Columbia, Md., he says those with assets of $1.5… Read More
-
BWFA’s Director of Financial Planning Featured in Business Monthly
Mark Stinson, BWFA’s Director of Financial Planning, was featured in this July’s Business Monthly online article discussing the importance of family harmony and the need for estate planning. Click here to read the full article.
-
BWFA’s Chief Investment Analyst Quoted in Reuters Article
“Production has been down for a few years. It explains why this stock is a weak performer. They are spending a lot of money, but they are spending to tread water,” said Phil Weiss, chief investment analyst at Baltimore-Washington Financial… Read More
-
Regulators trying to figure out what caused last week’s stock market free-fall
BWFA’s Saxon Birdsong adds to the analysis of the recent stock market plunge and near immediate recovery.
-
How to stay afloat if your mortgage is worth more than your house
Mark discusses the importance of an emergency fund with access to cash savings.
-
Retiring from Science
Mark Stinson, Director of Planning, discuss building a nest egg in uncertain financial times.
-
Bankruptcy Blues
BWFA portfolio manager goes over options for those owning shares in Ford. Kiplinger’s Personal Finance | February 1, 2009
-
Investors shun advisers for retirement planning
Former Tax Director Bob Cassel, EA, CFP® Bob explains consumers understand tax issues but not all rules. InvestmentNews | January 11, 2009
-
Investors cautious at start of 2009’s first full week
Rob Williams, Chief Investment Officer, CFP®, MSF Rob discusses what needs to take place before economic recovery. Washington Examiner | January 6, 2009
-
What investors should do to avoid a Madoff portfolio
BWFA Director of Client Services discusses the impact of the Bernard Madoff scandal. Washington Examiner | December 21, 2008
-
Smart Year End Tax Moves
Former Tax Director, Bob Cassel, EA, CFP® Bob discusses tax strategies for the end of the year. Kiplinger’s Personal Finance | December 1, 2008
-
Keep Funding 401(k) Even Without Match, Planners Say
Rob Williams, Chief Investment Officer, CFP®, MSF Rob discusses the importance of funding 401(k) plans. Bloomberg | October 24, 2008
-
The Five Rules of Money for Children
Robert provides tips for teaching kids about money. Apply Best Credit Card | October 21, 2008
-
Attraction of Annuities Is in the Eye of the Beholder
Mark Stinson, Director of Planning, CPA, CFP®, MBA Mark discuss the pros and cons of annuties. The Washington Post | October 15, 2008
-
People in Business
Baltimore Business Journal | October 7, 2008
-
Stocks plunge as House rejects bailout package
with Saxon Birdsong, MBA Baltimore Sun | September 30, 2008
-
Money Market funds Enter a World of Risk
Saxon Birdsong, Founder, MBA Money Market Funds Enter a World of Risk | September 19, 2008
-
Business Digest
with Bob Cassel, EA, CFP® Baltimore Sun | August 21, 2008
-
Capital Gains Rates Expected to Rise
with Bob Cassel, EA, CFP® Investment News | August 18, 2008
-
Senate Bill Would Limit Loans from 401(K) Plan Accounts
Investment News | July 28, 2008
-
Obama or McCain? Your Pocketbook May Sway
with Bob Cassel, EA, CFP® Chicago Tribune | July 20, 2008
-
Local Experts Praise Move Back to Freddie, Fannie
Baltimore Examiner | July 15, 2008
-
Bear Market Tests Skills of Financial Advisers
with Saxon Birdsong, MBA Investment News | July 14, 2008
-
Where they stand on taxes: Expect changes in law no matter who wins in Nov.
with Bob Cassel, EA, CFP® Baltimore Sun | July 13, 2008
-
Marketing Emerges as High Priority for Regional Advisory Firms
Investment News | June 23, 2008
-
Environmental Investing Could be in the “Early Stages” of a Bubble
Investment News | June 2, 2008
-
Fidelity’s New Emerging Markets Fund Breaks New Ground
with Rob Williams, CFP® Investment News | June 2, 2008
-
Strengthening Dollar Could Spell Trouble for Global Bonds
InvestmentNews | May 19, 2008
-
IRA Rollover Market a Big Opportunity for Advisers
with Rob Williams, CFP® InvestmentNews | May 5, 2008
-
Tax Rebate Redux
Newsweek.com | April 29, 2008
-
Local Companies Sink in Market’s First Three Months
Baltimore Examiner | April 14, 2008
-
Ad Spending by Fund Firms Drops – Again
Investment News | April 7, 2008
-
How to Be a Savvy Citizen: Why would a healthy, young person like me need a will
with Mark Stinson, CPA, CFP®, MBA Kalamazoo Gazette | April 3, 2008
-
Tax Pros: Don’t Forget Deductions for Education, Savings, Contributions
with Bob Cassel, EA, CFP® Baltimore Examiner | March 31, 2008
-
March Madness buzz could cost employers $1.7 billion in lost time
Baltimore Examiner | March 19, 2008
-
Bear Stearns Brokers Get $2 Million offers as Savings Vanish
with Saxon Birdsong, MBA Bloomberg | March 19, 2008
-
Suddenly, Bear Stearns Brokers are a Hot Commodity
with Saxon Birdsong, MBA Financial Week | March 19, 2008
-
Headhunters Eye Bear Staff
with Saxon Birdsong, MBA Sydney Morning Herald | March 19, 2008 The Age (Australia) | March 19, 2008
-
At What Age Should I Consider Drawing up a Will?
with Mark Stinson, CPA, CFP®, MBA Sun Sentinel | March 9, 2008 Boston Herald | January 16, 2008 San Diego Union-Tribune | January 15, 2008 Foster’s Daily Democrat | January 15, 2008
-
New Global Fund Raises Questions
with Rob Williams, CFP®
-
Right Age to Draw up a Will
with Mark Stinson, CPA, CFP®, MBA
-
Form 1099 Deadline Causes Filing Crunch
with Bob Cassel, EA, CFP®
-
Proper Age for Making Will Varies
with Mark Stinson, CPA, CFP®, MBA
-
Stocks Unsteady After Surprise Rate Cut
with Saxon Birdsong, MBA
-
When You Need a Will
with Mark Stinson, CPA, CFP®, MBA
-
At What Age should you Consider Drawing up a Will
with Mark Stinson, CPA, CFP®, MBA
-
Good Question: Making a Will
with Mark Stinson, CPA, CFP®, MBA
-
Draft a Will if You’re Concerned how Assets Distributed
with Mark Stinson, CPA, CFP®, MBA
-
Q&A: When Should I Consider Drawing up a Will?
with Mark Stinson, CPA, CFP®, MBA
-
Make a Will if You Have Assets
with Mark Stinson, CPA, CFP®, MBA
-
Good Question: A will is a way to manage assets
with Mark Stinson, CPA, CFP®, MBA
-
Glee Over AMT Relief May be Short-lived
with Bob Cassel, EA, CFP®
-
Advisors Ponder Whether to Sell Annuities
with Rob Williams, CFP®
-
Stick with Financial Resolutions
with Mark Stinson, CPA, CFP®, MBA
-
Resolve to Improve Your Finances in 2008
with Mark Stinson, CPA, CFP®, MBA
-
Take that New Year’s resolution to the bank
with Mark Stinson, CPA, CFP®, MBA
-
CFTC asks Congress to give it more clout
with Saxon Birdsong, MBA
-
Rich boomers banking on homes to fund retirement
with Rob Williams, CFP®
-
Solar water heating system affordable with tax credits
with Bob Cassel, EA, CFP®
-
Working with the IRS when records are missing
with Rob Williams, CFP®
-
And Now, the Good News: Large-Company Stocks May Rise
with Saxon Birdsong, MBA
-
Birdsong fosters culture of customer satisfaction
with Saxon Birdsong, MBA