Schedule Your No-Cost Consultation
301.670.0994

Our Blog

How to Responsibly Help Your Kids with Money

Posted on: January 26, 2017| Posted by: Jon Powell |

On average, young adults today have more debt and earn less money than their parents did at the same age (adjusted for inflation); rent and housing costs, in and around cities, have significantly outpaced wage growth; and increasing automation and globalization are creating new challenges for young people trying to start a career. Because of […]

Read More

Teaching Kids How To Invest

Posted on: January 19, 2017| Posted by: Jon Powell | Investment Decisions

According to Gallup poll conducted in late 2015, most people are financially illiterate. The majority of us received no formal education in personal finance during school. We were just expected to figure it out once we entered the real world. Today, many schools are beginning to include personal finance classes as a part of the […]

Read More

Financial Resolutions for the New Year

Posted on: January 5, 2017| Posted by: Jon Powell |

Happy New Year! I hope our clients and readers had a wonderful holiday and are excited to enter 2017. A New Year brings new opportunities to get a hold of your financial life. Many people want to improve their financial well-being, but are unsure of effective ways to go about doing that. In this week’s […]

Read More

2017 Possible Tax Reform Chart

Posted on: December 29, 2016| Posted by: Jon Powell | Current Events

Last week we went over the primary effects and differences between Donald Trump’s tax plan and the tax reform proposal from the House GOP. Unless you were following closely, you may have glossed over some of the specifics. Instead of a new topic this week, we put together a tax reform chart summarizing the two […]

Read More

Possible Income Tax Reform & The Trump Tax Plan

Posted on: December 22, 2016| Posted by: Jon Powell | Current Events

This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE. With the Republican Party assuming control of both the Presidency and both houses of congress, the general feeling among the financial community is that the U.S. […]

Read More

Charitable Giving for the Holiday Season

Posted on: December 15, 2016| Posted by: Jon Powell |

Through some combination of hard work and great fortune, a small subset of us may find all of our materials needs and wants are met. Perhaps, in lieu of satisfying your every desire, you feel a calling to give back. Maybe you just want to save some money on your taxes. Whatever the reason, this […]

Read More

Prediction Season – Navigating the Tips and Recommendations

Posted on: December 8, 2016| Posted by: Jon Powell | Current Events, Investment Decisions

Prediction season is upon us. Towards the end of each calendar year, financial news outlets bring all sorts of voices to our TVs and radios to make predictions of what’s to come next year. In the coming weeks, you will see all manner of assertions and guarantees. Some will emphatically tell you to invest in […]

Read More

Explaining Diversification and Why We Do It

Posted on: December 1, 2016| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Diversification is hailed as “the only free lunch on Wall Street”, based on the famous quote by Harry Markowitz. Some of us accept this as a fact and take a diversified approach to our portfolios. Then, a stock our buddy picked quadruples its value or the S&P 500 outperforms other asset classes over a multi-year […]

Read More

The Pros and Cons of Getting a Store Credit Card

Posted on: November 17, 2016| Posted by: Jon Powell | Behavioral Finance, Budgeting

With Black Friday approaching, many consumers are looking for ways to save a bit of money on their holiday purchases. Inevitably, a lot of people have the idea to open that store credit card that promises to save them 20% on today’s purchase. It’s free money, right? Not exactly. If you’ve been here before, you’ll […]

Read More

Managing Investments in a Trump Presidency

Posted on: November 10, 2016| Posted by: Jon Powell | Current Events, Investment Decisions

Donald Trump will be the president of the United States. The world is not ending. We got up this morning and we went to work. Some of us are a little happier than we were Tuesday. Some of us are a little sadder. My job today isn’t to offer criticism or praise of the politics. […]

Read More