); ga('require', 'displayfeatures'); ga('require', 'linkid'); ga('set', 'anonymizeIp', true); ga('set', 'forceSSL', true); ga('send', 'pageview');

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

For one minute, walk outside, stand there, in silence. Look up at the sky and contemplate how amazing life is. — Unknown  As tradition this time of year, we often find ourselves reflecting on the past year and those moments of celebration and challenge. While 2021 was...
12 Wishes for the New Year

12 Wishes for the New Year

What’s on the market’s wish list for 2022? Raymond James CIO Larry Adam provides a festive perspective.     Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the...
Winter WorthWhile

Winter WorthWhile

A publication of thoughtful insight dedicated to the life well planned. Download your copy of the Winter WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information purposes...
Let’s Clear Up 10 Misconceptions About HSAs

Let’s Clear Up 10 Misconceptions About HSAs

When it comes to the versatile health savings account, misunderstandings abound. Health savings accounts (HSAs) are powerful savings vehicles that can encourage Americans to save for future healthcare expenses. These accounts are triple tax advantaged: Upfront tax...
Finesse Your Benefits and Contributions This Winter

Finesse Your Benefits and Contributions This Winter

Mark your calendar with important tax deadlines and market closures. Start 2022 off right by fine-tuning your contributions to retirement and health accounts and preparing for tax filing. Winter 2022 market closures Jan. 17: Martin Luther King Jr. Day Feb. 21:...
Italian Beef Stew

Italian Beef Stew

We hope you enjoy this winter staple in Sophia’s house. It’s sure to warm the stomach and soul on a cold day.  Ingredients Olive Oil 1-2 lbs. Stew Meat Salt Pepper Garlic Powder Red or White Wine, you can use either (lots😊 – you can use either) 2-3 c. Frozen...