Local Blogs

January 11, 2018 | Alvin Carlos, CFA, CFP®

Three Questions That Will Change Your Life

George Kinder – a Harvard-trained financial planner and a renowned Buddhist teacher – developed these three famous questions to truly understand a person’s life goals and values. Because this is what financial planning is all about: using money as a tool to live a meaningful life. I invite you to ponder on these questions. To […]

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January 10, 2018 | Juanita Farmer, CPA

Small Business: Be Alert to Identity Theft

Small business identity theft is a big business for identity thieves. Just like individuals, businesses may have their identities stolen, and their sensitive information used to open credit card accounts or used to file fraudulent tax refunds for bogus refunds. As such, small business owners should be on guard against a growing wave of identity […]

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January 9, 2018 | Laura Rowles

Gaithersburg-Germantown Chamber to Host Sexual Harassment Workshop

Sexual harassment in the workplace has been considered a form of discrimination on the basis of sex in the United States since the mid 1970’s, but it seems to have been a growing epidemic. Throughout 2017, women – and men – came forward bringing allegations of sexual harassment against their employers and co-workers. Among others, […]

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January 5, 2018 | Mark Avallone, MBA, CFP®, CRPS®

How The Tax Cut And Jobs Act Can Help The Middle Class Retire

There is much heated discussion about whether the recently passed Tax Cut and Jobs Act of 2017 will help or hurt low, middle, and high earners. I try to avoid the politics and instead focus on the Bill’s impact on daily finances and how it can help people reach their specific goals. For lower-income workers, […]

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January 2, 2018 | Juanita Farmer, CPA

Important Tax Changes for 2018

As the New Year rolls around, it’s always a sure bet that there will be changes to current tax law and 2018 is no different now that many of the tax provisions pursuant to the Tax Cuts and Jobs Act of 2017 (TCJA) are in full effect. From health savings accounts to tax rate schedules […]

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January 2, 2018 | Alvin Carlos, CFA, CFP®

Will Stocks Trend Higher in 2018?

One of the most challenging part of my job as a financial planner is calming clients down during periods of stock market decline. Thankfully, I didn’t have to experience that in 2017. The U.S. stock market clocked a return of more than 21%. International stocks performed even better, rising by more than 27%. Everyone I interacted […]

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January 1, 2018 | Dan Amzallag

Message From the Universe: Time for its Manifestation

“If you were able to look back at your most brilliant successes, stunning comebacks, amazing catches, and smokin’ ideas, and you were to find that virtually all of them seemed to materialize out of thin air, when you least expected them, and that they had exceeded even your greatest expectations at the time, how excited […]

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December 30, 2017 | Mark Avallone, MBA, CFP®, CRPS®

21 Money Moves For A Wealthier Life In 2018

It’s that time of year when we all have good intentions. Whether it’s eating less or exercising more, we set out to make improvements in the New Year only to struggle to keep our resolve as the year progresses. When it comes to personal finances, it’s no different. With that in mind, here is a […]

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December 30, 2017 | Phil Fabrizio

B-CC Defeats Bullis, 58-53

Potomac MD – Friday, December 23: B-CC Boys Varsity basketball team traveled to Potomac to take on the Bulldogs of Bullis is a cross conference match up.  Miles English and Justin Graves lead the Barons with 16 and 13 points, respectively.  Nendah Tarke lead all scorers with 21 and was supported by Lincoln Yuetter’s 15 […]

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December 30, 2017 | Mary Ruth McGinn

A REAL Job in a REAL Company (VIDEO)

How many eight and nine year olds can claim that they have been hired to work in an opera company as an electrician, set designer, performer, writer, costume and makeup artist, public relations officer, composer, stage manager or production manager? When the work we do in school is authentic and meaningful, students tune in, turn […]

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