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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

From the Desk of Todd Wike

From the Desk of Todd Wike

As January quickly comes to an end, we want to wish you a Happy New Year and we hope 2019 is off to a great start.  Thankfully, the stock markets are off to a fairly strong start so far, and we hope to see some much-needed relief on our January statements after the...
10 Themes That Will Dictate the 2019 Markets

10 Themes That Will Dictate the 2019 Markets

What can investors expect from the financial markets this year? Chief Investment Officer Larry Adam offers his perspective. Last year was challenging for investors, marked throughout by notable market volatility. But that isn’t uncommon for an economy that’s entered...
Laying the Groundwork for Tax Season

Laying the Groundwork for Tax Season

Smart moves at the beginning of tax season can help get your financial house in order.Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be...
Tax Benefits and Credits: FAQs for Retirees

Tax Benefits and Credits: FAQs for Retirees

Lots of questions can come up about income taxes after one has retired. Listed are answers to just a few common questions for retired taxpayers. What types of income are taxable? Some common types of taxable income: military retirement pay, all or part of pensions and...
Restorative Yoga – Long and Easy Stretching

Restorative Yoga – Long and Easy Stretching

Whether you have been curious about yoga, but have never tried it, or if you’re a seasoned yogi and are looking for something new, restorative yoga has something for everyone. This gentle yoga uses props like blocks, blankets, and straps. Stretches and poses are...