Local Blogs

February 25, 2018 | Daryl Schultz

Clarksburg Defeats Quince Orchard 80-66 in First Round of Maryland State Playoffs

Quince Orchard High School Friday February 23, 2018 The defending 4A Regional Champions and MD State Finalist in 2017 played host to Clarksburg Friday night.  The 80-66 defeat of the Cougars by the Coyotes does not reflect how close the game was as I watched the back and forth battle.  Both teams had balanced scoring […]

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February 23, 2018 | Alvin Carlos, CFA, CFP®

4 Tips to Wipe Out Credit Card Debt

Do you feel the burden of credit card debt? Imagine what it feels like, if you didn’t have to make those monthly payments. Credit card debt affects people across all income levels. We have a client who works at a large technology company but feels stuck with a $40,000 credit card debt. We have another […]

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February 23, 2018 | Laura Rowles

So You Want to Join a Chamber of Commerce?

Chambers of Commerce exist to help local businesses prosper for a modest annual fee. A business doesn’t join just to be a member of another organization; they join an organization that is genuinely interested in promoting local business – like the Gaithersburg-Germantown Chamber of Commerce (GGCC). Membership with the GGCC is a vital investment in […]

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February 20, 2018 | Juanita Farmer, CPA

Five Tax Breaks that Survived Tax Reform

Recent tax reform legislation affected many provisions in the tax code. Many were modified, either permanently or temporarily, while some were repealed entirely. Here are five that survived. 1. Mortgage Interest Deduction While the House bill repealed the mortgage interest deduction, the final version of the act retained it, albeit with modifications. First is that […]

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February 20, 2018 | Christen Milstead

Research Shows Lighter Exercise is Beneficial If You Do it Longer

We all know it’s important to exercise to keep us fit and healthy as we grow older. But that doesn’t mean you have to knock yourself out to get the benefits of working out. A recent study by researchers at Oregon State University indicated that a total of 5 hours a week of easy walking, dancing, […]

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February 20, 2018 | Laura Rowles

The Importance of Networking

In business, it is all about connections, connections, connections and how you make those connections is something just about every business person can always improve upon. Business is all about making the right connections and getting the word out about your company, services, and products. Advertising and marketing campaigns are only one part of the […]

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February 20, 2018 | Brad Sherman

Shocked by the Market’s Drop? Chalk it Up to Recency Bias

Whether you realize it or not, chances are good that you are prone to something called Recency Bias, which is the common tendency to think that what has been happening recently will continue to happen in the near future. If you, like many investors, are shocked and concerned about February’s sudden market volatility, it’s probably […]

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February 16, 2018 | Laura Rowles

Chamber of Commerce Debate Set for Candidates for County Executive Race

The Maryland County Executive elections of 2018 will take place on November 6, with the primary election occurring on June 26.  The 2018 Gubernatorial Primary Election is set for June 26 and it’s sure to be a historic election for Montgomery County. When voters go to the polls, they will elect a governor, a state […]

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February 14, 2018 | Mark Avallone, MBA, CFP®, CRPS®

This Valentine’s Day, You Can Gift Like Kanye

Over the Christmas holiday, Kanye West made headlines by gifting his wife, Kim Kardashian, hundreds of thousands of dollars’ worth of stock in major companies including Netflix, Apple, Adidas, Amazon, and Disney. I am not sure that Kim needed the extra money, but it reminds us that gifting stock is another way to show a loved one […]

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February 14, 2018 | Alvin Carlos, CFA, CFP®

How to Lower Your Student Loan Payments – And Fund a Trip to London

Are you struggling to pay off your student loans? So is our friend Katie. She’s from Kansas City, works for a social justice non-profit in DC, and is all fired up after finishing her graduate studies. However, Katie has accumulated $80,000 in federal student loan debt and $20,000 in private loans. She makes $70,000 a […]

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