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The Greatest Wealth is Health

The Roman poet, Virgil, knew 2,000 years ago that human prosperity and happiness are inextricably linked to health.  This is not a new concept, but it is worth the reminder as we experience many distractions that compete for attention in our busy lives. Today, health...

Market Insight: Secular Disruption

As Highlighted by T. Rowe Price Chief Investment Officer, David Giroux I had the pleasure of sitting down with David this past week in a small group meeting in Baltimore. In addition to CIO, he is also the lead portfolio manager for the T. Rowe Price Capital...

2018 Tax Reform Act & Bundling Charitable Deductions

Think Like a Billionaire: For most taxpayers, exceeding the new standard deduction of a $12,000 for individuals and $24,000 for married couples while the state and local tax deduction is limited to $10,000, will be difficult unless we look at charitable deductions...

January 2019 Episode of Your Future Your Finances

This month on  Your Future Your Finances, Brian spoke with several peers in the insurance industry. First up is Darius Bakhtiar from Capitol Metro Financial Services. Darius and Brian discuss how individuals and business owners mitigate risk and protect themselves...

SSA Phishing

Many of you have likely received at least one of these “phishing” phone calls feigning to be the SSA, wanting you to provide personal data or to “verify” your Social Security number. Their blog article which is linked here, gives practical advice on how to react. A...