Latest Articles
Inflation Hits a 4-Decade High. Are You Feeling The Impacts?
New inflation data was released that reported a CPI increase of 8.6%, marking a 4-decade high. According to the WSJ, prices for energy jumped 34.6% from a year earlier and
A Rule Change Allows Grandparents To Give More To A 529
Do you have a young child in your life that you want to save college money for? In honor of 5/29 day, it’s a great time to think about putting
A Look At Market Volatility Thus Far In 2022
What a wild start to the year it’s been with inflation surging, the Russia-Ukraine war, and the Federal Reserve rising interest rates. When the world and country faces economic events
The Return Of Beers with Brad
After a two and a half year hiatus due to COVID-19, we were extremely excited to be back to host Beers with Brad on May 19th, 2022. It was great
What Are I-Bonds And Should You Buy Them?
In a rising interest rate environment, many of you may be thinking what vehicles you should be utilizing moving forward to invest your money. Given four-decade high inflation numbers, I-bonds
How Rising Interest Rates Will Impact Your Portfolio
As we’ve been discussing inflation and how to adjust your new budget accordingly, you might also be wondering how the continual rise in interest rates from the Federal Reserve will
Have You Had Regrets About Your Financial Decisions In The Last Year? You’re Not Alone
The COVID-19 pandemic has certainly had a large impact on the financial decisions of many individuals across the globe. The uncertainty of the pandemic along with continued times of extreme
What’s The Secure Act 2.0?
On Tuesday March 29th, The House Of Representatives passed the Secure Act 2.0, a bill that is aimed to improve the retirement savings system for U.S workers. The legislation will
2022 MCPS Business Pitch Challenge
On Thursday, March 24th, Brad Sherman was asked to judge the MCPS Business Pitch Challenge, which is an annual local challenge inspired by the show “Shark Tank”. Students from seven