Local Blogs

July 13, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Select Stocks that are Worth Buying

Getting started in picking your own stocks can be risky and confusing. Alvin outlines a few tips for picking your own stocks without making expensive mistakes!

Read more

July 8, 2020 | Mike Ritz

PGA Tour Event at Avenel Pushed Back Until 2022

Local golf fans will need to wait an extra year to attend a PGA Tour event in Montgomery County. The Wells Fargo Championship had been scheduled to be played at the TPC Potomac at Avenel Farm in 2021.  The Tour announced today the tournament will now be played in Potomac in 2022. This postponement happens […]

Read more

June 29, 2020 | Juanita Farmer, CPA

Blog: Facts About Capital Gains and Losses

When you sell a capital asset such as a home, household furnishings, and stocks and bonds held in a personal account, the difference between the amount you paid for the asset and its sales price is known as a capital gain or capital loss. Here are ten facts you should know about how gains and […]

Read more

June 29, 2020 | Carey Heller, Psy.D.

Blog: Helping Children and Teens Use Commonly Available Tools to Be More Self-Sufficient

With the continued pandemic, most parents find themselves with their children and teens at home more than usual. In many instances, with balancing remote work and childcare responsibilities, it may be even more important than ever for children and teens to be more self-sufficient. Since you are probably busy and don’t have time to read […]

Read more

June 23, 2020 | Laura Rowles

Blog: Make Your Own Cinnamon Rolls in Downtown Crown

You can now enjoy “create your own” cinnamon rolls and other sweet treats at Cinnaholic Gaithersburg. The Gaithersburg-Germantown Chamber of Commerce (GGCC) conducted a COVID-19 ribbon cutting ceremony and joined Cinnaholic Downtown Crown to celebrate their grand opening on June 18. They are located at 230 Crown Park Avenue in Gaithersburg. They offer a unique […]

Read more

June 15, 2020 | Mike Ritz

Blog: Worth the Wait: Berger Outlasts Great Field at Colonial

Some 175 years ago, Karl Marx wrote “Religion is the opium of the people.” Modern philosophers have morphed that into “Sports are the opiate of the masses.” Indeed. Did you get your fix this past weekend? Of course you did. We had all been jonesing for the past three months. Finally, Golf — the one […]

Read more

June 15, 2020 | Juanita Farmer, CPA

Blog: Preparing an Effective Business Plan

A business plan is a valuable tool whether you’re seeking additional financing for an existing business, starting a new company, or analyzing a new market. Think of it as your blueprint for success. Not only will it clarify your business vision and goals, but it will also force you to gain a thorough understanding of […]

Read more

June 12, 2020 | Mike Ritz

Blog: Golf is Back!

For the first time in far too long, the news did not consume me today. The game I love — the Game of Golf — was back. After three months in quarantine, the P.G.A. Tour and the world’s greatest players were back in action; and they were “Live” on TV. Golf Channel took me to […]

Read more

June 9, 2020 | Marian Merewitz

Senior Moment Update Explains Activities of Daily Living

On this Senior Moment Update, Julia McGlamary, a supervisor with Adult Protective Services, provides some explanation of what activities are considered “Activities of Daily Living”. Aging and Disability Services is a resource for information about assistance. If you have questions and don’t know where to turn, call Aging and Disability Services at 240-777-3000.  

Read more

June 9, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Lost Your Job Due to Pandemic?

Many Americans have lost their job during the pandemic. Listen here as Alvin shares some ways to stay afloat with your finances if you lost your job.

Read more

Engage us on Facebook

Follow us on Twitter