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Financial planning group relocates to Timonium
Financial planning firm Mosaic Asset Partners will be relocating its offices to Timonium after signing a lease for 3,355 square feet of space.
Financial planning in the gig economy just as important
While financial planning in the gig economy looks different than W-2 workers, it is possible and highly encouraged by local experts.
Many Generation Xers struggling to catch up with retirement savings
According to studies and financial planners, the oldest members of Generation X trails previous generations in preparing to retire.
Despite economic uncertainty, financial planners say stick with your plan
Investing in the current economic climate seems to many to require a whole new playbook. But experts beg to differ.
COVID-19 spurs interest in financial, retirement and estate planning
The ongoing COVID-19 pandemic has caused many people to reassess aspects of their lives. Do they want to continue to work? Is going back into an office setting the right […]
In post-COVID climate, investing fundamentals still apply, advisers say
The pandemic upended many aspects of Americans’ lives, including financial planning. But financial planners agree: Stay the course and stick to the basics.
Survey: Parents, kids need to communicate better on college costs
Communication between parents and children about the costs of college and how to pay for college could be much better, a survey by Baltimore-based money manager T. Rowe Price Group […]
How financial transparency can lead to marital bliss
With Valentine’s Day around the corner, gifts and fancy dinner reservations can prompt an uncomfortable conversation that is widely considered one of the top reasons couples fight: money. A recent […]
Gary S. Williams: 8 areas to look at for year-end planning
With the end of the year approaching, it’s a wonderful time to begin organizing your finances for the new year. We’ve put together a list of important financial planning topics that warrant consideration.
Morgan Stanley team moves to rival firm
A team of financial planners from Morgan Stanley’s Baltimore office that caters to wealthy clients has moved over to a rival financial services firm, Janney Montgomery Scott LLC, the Philadelphia-based Janney announced.
Gary S. Williams: Understanding how correlation works
Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk. But less discussed is an equally important measurement: correlation, which is a way to measure how closely related two types of investments are. In theory, you could be invested in multiple securities of differing types and classes, but if they are a[...]
Former Terps star Walt Williams takes run at investment planning
Former University of Maryland basketball star Walt Williams has traded in his signature knee-high athletic socks for sleek gray suits and black loafers.
