Blog

As we approach year-end, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so it is important...

As I write this, schools in Anne Arundel County, Maryland, are opening their doors—officially signaling the end of summer and a return to regular routines. This summer was unusual for me personally...

This summer, like many of you, my family headed to the beach.  There is something special about where the land meets the sea.  According to the US Lifesaving Association, in the US alone 400...

Between Liberation Day and Independence Day, U.S. equity markets have staged a powerful rebound—one that reflects both the resilience of the American economy and the ever-present sensitivity of...

In just a few weeks, we’ll reach the summer solstice, and it will officially be summertime. But if you’re like me, you already consider June, July, and August the true heart of summer — so let’s...

I am fortunate to live in one of the coolest neighborhoods in the Annapolis area. We are a waterfront community with a marina, beach and a bar and grille operation during the summer. It is a...

I had originally written an update centered around the renewed hope of Spring. I wanted to discuss the contrast between the fresh green buds bringing life to a dark forest and the yellow daffodils...

In recent weeks, federal employees have been presented with significant decisions regarding their careers and retirements, largely due to initiatives from the Department of Government Efficiency...

I can’t believe how cold and snowy January was and I’m definitely ready for spring, and I imagine many of you are too. First, thank you for entrusting us with managing your money and, for many of...

The title is both a declaration and a dedication.  A declaration in that you have ownership and responsibility to forge 2025 into a year that will shape your future.  How can we at Leading Edge...