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The 2020 Election, The Markets, and Your Money

As we head toward November 3rd, investors are anxious about the effect that this momentous election will have on the stock market.
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Advisor Insight | Transfer Wealth & Financial Information Between Spouses

“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please read. Chances are the financial spouse is handing this article to you…
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Market Update

Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular security or financial market.
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Market Update

I have heard from several of you that you appreciate our notes, so forgive me if others of you are tired of hearing from us.
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Market Update

Thanks to my grandson (aka Olaf), the songs from the movie Frozen are now my forever earworms. This pertains particularly to “Into the Unknown,” which is an appropriate opening to this email.
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Market Update

Concerns about the coronavirus have roiled the market in the past week, but uncertainties are always part of our lives and the market.
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Margo Cook, Investment Advisor/Financial Planner named TWIN Honoree

Margo Cook, Investment Advisor/Financial Planner, CFP, CAP, CFRE. at 1 North Wealth Services in Annapolis, was recently named a 2019 Women & Industry (TWIN) Award Honoree.
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Anne Arundel Women Giving Together (AAWGT) 2019 Annual Grants Showcase

Our very own Margo Cook recently attended The Anne Arundel Women Giving Together (AAWGT) 2019 Annual Grants Showcase at Quiet Waters Park,  Margo is the Assistant Chair of Membership for AAWGT and 1 North is the first major sponsor for AAWGT in the history of the organization.
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Advisor Insight | Market Outlook August

The Fed’s rate cut on July 31st and support for further cuts if needed have recently moved the U.S. stock indices to their new highs; however, uncertainties are rising on multiple fronts. These issues include the trade tension with the world’s second largest economy, China, the aggravated military confrontation in the Middle East, the potentially...
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Advisor Insight | Now is the time for more diligent investment review

For many years in this business, we have done a great deal of work in making sure our investments have strong fundamentals. What this means is that before we choose an investment, we take time to investigate the company’s balance sheets, financial statements, business practices, and leadership strategies. Additionally, we review a company’s actions around...
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