Blog : Investments

Long-Term Care Planning Facts

insurance policies Investments Long Term Care Retirement Planning Wealth Management November 30, 2020 Author: Woody Derricks

Top 10 Facts to Know About Long-Term Care Planning! November is National Long-Term Care Awareness Month, an event recognized by Congress and a number of States. To mark the occasion, here are 10 interesting facts shared by the American Association for Long-Term Care Insurance. # 1 – Americans are living longer, in large part due […]

Continue reading ›

The Passionate Investor Q3 2020

Investment Advice Investment Advisor Investment Management Investment Planning Investment Strategy Investments RIA Uncategorized October 29, 2020 Author: Woody Derricks

Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.93% (including dividends; -5.57% YTD) and the Barclay’s Capital U.S. Aggregate Bond index increasing 0.62% (+6.79% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +4.93% (-8.69% YTD). Value outperformed growth during the […]

Continue reading ›

How to Conquer your Financial New Year’s Resolutions

Financial Advice Financial Advisor Financial Planner Financial Services Investment Planning Investments Registered Investment Advisor Tax Planning December 30, 2019 Author: Deborah Doyle

2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]

Continue reading ›

5 Money Lessons to Teach Kids at Different Ages

Financial Advice Financial Planning Financial Services Investments Kids Financial Uncategorized Wealth Management July 26, 2019 Author: Deborah Doyle

Teaching your children about money can seem like a grueling task since it is not something that is covered in school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by working money concepts into your children’s games, choices and goals […]

Continue reading ›

Should You Buy a Home in 2017?

Investments LGBT friendly financial Advisor January 16, 2017 Author: Woody Derricks

There’s a good chance that 2017 will be a year of major changes – especially with a new president in the White House. Experts are predicting that those changes may impact the housing market, especially since interest rates are already starting to rise. With so much uncertainty, many people are wondering if they should invest […]

Continue reading ›

How Should We Allocate Our Investments? – Newsletter

Investments August 15, 2016 Author: Woody Derricks

How Should We Allocate Our Investments? (4/2016 Newsletter) One of the first questions that many prospective clients ask me is: What should we do with our investments? I usually reply with: That depends. Of course this is exactly what they don’t want to hear! Everyone wants an immediate answer to their questions, yet this is […]

Continue reading ›

Moral Peace of Mind with Socially-Responsible Investing

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Gay Friendly Financial Advisor Annapolis Investments LGBT friendly financial Advisor June 28, 2016 Author: Woody Derricks

In the wake of the Orlando shooting as well as other acts of gun violence over the past few years, I’ve been asked more and more about limiting gun manufacturers from client portfolios.  For those clients who have been concerned about guns, we’ve been discussing socially-responsible investing. While socially-responsible investing has been around for some […]

Continue reading ›

Power of Attorney and Your Investments—10 Tips

Investments Power of Attorney April 30, 2016 Author: Woody Derricks

Power of Attorney and Your Investments—10 Tips Source: FINRA, Financial Industry Regulatory Authority It’s never too early to consider how you want your financial affairs to be managed if something happens to you. One solution is to grant a power of attorney (POA) for your investments account assets to your spouse, sibling, adult child or […]

Continue reading ›
2809 Boston St, Suite 509
Baltimore, MD, 21224
(410) 732-2633 | (877) 807-2633
Available by appointment in Alexandria & Washington DC