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2018 Five Star Award Winners

Planning Solutions Group is proud to announce that we have nine planners who are recipients of the 2018 Five Star Wealth Manager Award, as seen in the February issue of Baltimore Magazine.  We have several multi-year recipients, but also two advisors who are receiving...

Rising Rates – Ignore the Noise

Over the last 25 years, there have been 8 periods where the 10-year treasury bond’s interest rate increased by more than 1%. Four of these periods have occurred in the last 10 years – rising rate periods are nothing new. There are many different type of bonds–...

Market Insight: A Happy New Year

Tax Reform to Ring in 2018 The 2017 Tax Cuts and Jobs Act is headed to the President’s desk for signature.  This legislation has significant implications for businesses and individual taxpayers.   PSG Advisor, Steve Stern, summarizes the changes in the new law on our...

The World Keeps Turning: Part 4 of a Series

Or, some year-end musings on market performance and what we do… While we are a planning firm helping clients accomplish their goals; retirement, college planning for children and grandchildren, protecting our client’s net worth, developing a sound legacy plan...