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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

“There’s no place like home.” That’s so true, but I think we all grew a little tired of it this past year! As much as I love being home, keeping two energetic boys home due to the pandemic was far from easy. I know many of you can relate! Fortunately, baseball was our...
Summer WorthWhile

Summer WorthWhile

A publication of thoughtful insight dedicated to the life well planned. Download your copy of the Summer WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information purposes...
Support Your Long-Term Plan Throughout the Summer

Support Your Long-Term Plan Throughout the Summer

Mark your calendar with important tax deadlines and market closures. Schedule some time to review your Social Security benefits, insurance needs and online privacy settings. Summer 2021 market closures July 5: Independence Day (observed) Sept. 6: Labor Day Dates to...
Companies’ Growing Focus on ESG Issues Is Shaping Our Future

Companies’ Growing Focus on ESG Issues Is Shaping Our Future

From innovative, water-saving products to energy-efficient buildings, a focus on sustainability is creating ripples of change across industries worldwide.   All expressions of opinion reflect the judgment of the author and are subject to change. Past performance...
Life-Changing Events Change Your Taxes, Too

Life-Changing Events Change Your Taxes, Too

Review how six major life events can impact your federal return. Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former...
Engagement Announcement

Engagement Announcement

Sara Aulebach Is Engaged! We’re excited to share that Sara Aulebach, our Executive Assistant and Marketing Coordinator, got engaged on May 30th! As you can see, her fiancé, Ryan, proposed during a hike at beautiful Diablo Lake in Washington State. We could not be any...