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
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New Financial Planning Service for Divorcing Couples
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
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Press Release: Financial Planning for Business Owners
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
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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