As we have been warning for the past several months, the market volatility has picked up, and we do not see it decreasing any time soon. For over a year, we have been methodically reducing the risk levels in your portfolio to prepare for the oncoming storm. We are not panicking over market moves. We...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