BWFA’s Chief Investment Officer Rob Williams was recently published in The Business Monthly! Williams explains why Americans holding high cash balances feel left behind by strides in the stock market, and can sometimes miss out on enhancing retirement savings. You… Read More
BWFA recently added a new financial planning service for divorcing couples to help them through this tough time. Director of Tax Services Ben Dorsey recently completed the Certified Divorce Financial Analyst (CDFA™) program, a specialized education program for professional divorce analysis. … Read More
Financial Planning for Business Owners BWFA Financial Planner Thad Ismart, CFP®, was featured in The Business Monthly‘s September issue. For many business owners, their personal and business lives are practically inseparable. That’s why it’s important to integrate all the aspects… Read More
BWFA recently announced that Philip Weiss, CFA, CPA has joined the firm as chief investment analyst. This announcement has been featured on several media sites. Click here to see full article on Baltimore City Biz List Click here to see the article… Read More
“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
