Blog

We Give Thanks

As we enter November and with Thanksgiving less than four weeks away, we thought we would take some time to mention the people and things in our lives we are thankful for. Too many times in our busy days we focus on the emergency de jour and we forget we have a lot to...

read more

Now or Later – Social Security & Longevity Risks

During the next 15 years, more people are projected to retire than in the previous history of the U.S., combined. This wave began when the 1st baby boomer, Kathy, started collecting Social Security back in 2007. According to Pew Research, the baby boom wave of...

read more

Financial Planning Integrity

It is with great enthusiasm that I announce my recent affiliation with Leading Edge Wealth Advisors, returning to my hometown roots after 15 years of experience in the financial planning field, working with clients and advisors across the country. Growing up, I was...

read more

Market Conditions in late December 2018

Just wanted to give you all an update to the markets. We wrote this email back on Thursday, December 20th, but had to get it approved prior to sending it. Happy Holidays and Merry Christmas. As we write this email, the stock markets are down again today. Since the...

read more

A Tribute To A Friend

On May 9, 2017, "Captain Gene" of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you had been in...

read more

logo308x79

2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
443-333-4665 office
443-837-6605 fax



Email Spencer






Email Jim






Email Shar









Email Susan