Women and men have different needs and behaviors when it comes to their financial planning. Watch and learn on this episode of Investment Insights.Read More
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.Read More
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. Read More
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?” Read More
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. Read More
As Chair of the Annapolis Symphony Orchestra Education Outreach Committee, I am very proud of the outstanding work our group has accomplished in the creation of the Annapolis Symphony Academy. Read More
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in...Read More
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. I am so happy, my dear friend, so absorbed in...Read More