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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...

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...