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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

Between the COVID-19 pandemic and resulting market volatility, coupled with the roller coaster ride surrounding the presidential election, I don’t know many people who will be sad to see 2020 in the rearview mirror. Despite the trials and tribulations of this year,...
Has 2020 Thrown Your Budget Off Course?

Has 2020 Thrown Your Budget Off Course?

When things don’t go as planned, small changes can get you back on track. Your budget may no longer resemble what you set at the start of the year (you know, the one to fulfill the “prosperous New Year” all your holiday cards wished you). But that prosperity is still...
With Nursing Homes Under Stress, Families Seek Alternatives

With Nursing Homes Under Stress, Families Seek Alternatives

COVID-19 has created significant challenges for the senior living industry, leading many families to consider new avenues of care. These are difficult times to live in a nursing home or assisted living facility, with safety precautions leaving many feeling trapped in...
Tax Tweaks Often Affect Givers’ “How” but Not Their “Why”

Tax Tweaks Often Affect Givers’ “How” but Not Their “Why”

Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act. Hear more about the year’s giving trends from Nicole Hisler, director of charitable solutions at Raymond James Trust.    Recorded October...
How to “Fail Forward” and Capitalize on Your Setbacks

How to “Fail Forward” and Capitalize on Your Setbacks

Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure. Failure is essential to future success. Yes, you read that right. A study by the Psychology of Sport...
Cheesy Potato Casserole

Cheesy Potato Casserole

This recipe comes highly recommended and is a family favorite from our own Sara Aulebach, Executive Assistant and Marketing Coordinator. Ingredients: 1 30oz bag of frozen shredded hash brown potatoes 1 can cream of chicken soup 16oz shredded cheddar cheese 1 16oz of...