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Investment Insights | The 1NW Philanthropic Expertise

Why does experience with philanthropic planning and advising matter? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights | What distinguishes us from other advisors?

What distinguishes 1 North Wealth Services from other financial advisors? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights | What to Expect at Your First Meeting with Us

Learn what to expect at your first meeting with 1 North Wealth Services in this episode of Investment Insights with Margo Cook.
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Investment Insights | Active Investment

What does active investment management mean? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights Women vs Men

Investment Insights | Women vs Men with Financial Behavior and Needs

Women and men have different needs and behaviors when it comes to their financial planning. Watch and learn on this episode of Investment Insights.
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Margo Cook Receives CFP Certification

1 North Wealth Services announced today that Margo Cook, an Investment Advisor, Financial Planner, CAP, CFRE, in the firm’s wealth management office in Annapolis, MD, has been awarded the Certified Financial Planner (CFP®) certification.
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Why I Won’t Tell You How Women Behave With Money

There are a lot of generalized assumptions floating around out there regarding how women behave with money, saving, and investing. 
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One Box at A Time:

A few years ago, when I was moving from Florida to Maryland with my husband, while pregnant, AND switching jobs, I had a friend give me some great advice.  “Take it one box at a time,” she told me. 
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7 Questions to Ask Yourself

When I meet with individuals and families, many have asked me questions like, “How is my current advisor being compensated?” and, “What is the difference between fees and commissions?” 
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Charitable Giving: What you need to know before you give

There has been a lot of discussion about the new tax laws and how they will affect charitable giving since the standard deduction for both an individual and a married couple has reached historically high levels. 
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