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18 Nov 2018, 1:33 pm
In the past six weeks alone, I have experienced a series of events that point to a genuine underestimation of the extent of support our clients need as they take over the management of their finances, investments, tax planning, estate planning and beyond. [read post]
14 Nov 2016, 1:47 pm
Recently, I had the absolute pleasure of sharing a working lunch session with eight dynamic attorneys in different practice groups at the Baltimore-based law firm, Gordon Feinblatt. [read post]
7 Apr 2017, 11:36 am
A client of many years recently pointed out to my staff that an email confirmation she received from my office regarding the completion of a money transfer is the first of this type of communication she had ever received. [read post]
18 Aug 2019, 10:47 am
With the increasing focus on diversity & inclusion (D&I) within our work communities, there is a growing acceptance that having a set of people who look, think, talk, act and simply are different from one another creates the most impactful and meaningful outcomes for organizations and for us as human beings. [read post]
17 May 2020, 2:57 pm
During these past two months, while we have been safe at home, we have also had a view into some of the greatest demonstration and impact of leadership. [read post]
15 Oct 2017, 1:00 pm
I am in the process of joining a peer organization for founders of companies and through this experience have met an impressive group of entrepreneurs. [read post]
9 Dec 2016, 1:01 pm
As more time goes on, I am seeing even more clearly how beneficial my decision to focus on such a narrow niche really is. [read post]
8 Dec 2017, 9:40 am
As we approach the last days of 2017, I have heard a number of people say how ready they are to close out this year and bring on a fresh start in 2018. [read post]
10 Feb 2017, 12:16 pm
In a recent conversation with a top-notch family law attorney in town, I had the benefit of hearing really honest and direct feedback about his experience with financial advisers. [read post]
11 Jun 2017, 1:21 pm
We are often advising clients who are the beneficiaries of trust and royalty income. [read post]
15 Sep 2017, 1:43 pm
Many of us in business have had the experience of coming to terms with a difficult client. [read post]
16 Sep 2018, 12:16 pm
(Second of three parts on personal financial planning) Charitable giving is at the heart of the anatomy that makes up Baltimore. [read post]
15 Mar 2020, 3:29 pm
This has been a huge few weeks in the world and a major shift in the euphoric state of being that many of us had fallen into when considering our expectations for investment returns. [read post]
15 Sep 2019, 2:39 pm
I often find myself in conversations advising college students and recent graduates about how to navigate the start of their career paths. [read post]
15 Dec 2019, 3:24 pm
Here we are at the end of a decade. [read post]
14 Apr 2019, 3:10 pm
It is no secret that I am a full believer in second chances. [read post]
12 Aug 2018, 9:53 am
(This month’s column will kick off a three-part series on key topics related to personal financial planning.) [read post]
14 Oct 2018, 2:44 pm
(Last of three parts on personal financial planning) Knowing what type of insurance coverage to purchase is a daunting task. [read post]
20 Oct 2019, 2:38 pm
Since starting my business in 2009, I have leveraged a model of outsourcing several critical business functions that have contributed to the ability to grow over time. [read post]
12 May 2017, 3:00 pm
On April 24, I took an afternoon away from my office to visit the men’s and women’s prisons in Jessup. [read post]
