by admin | Oct 27, 2026 | Family Wealth Series
The Family Wealth Series, No. 03 · October 2026 How Beneficiary Designations Work, and Why the Will May Not Control Them What the beneficiary form on a retirement account, life insurance policy, or bank account dictates, and what happens when a beneficiary...
by admin | Jul 15, 2026 | Family Wealth Series
The Family Wealth Series, No. 01 · July 2026 The Documents Are Only Part of the Plan Where carefully-crafted estate plans can unravel, how to organize the documents and assets, and coordinate among various professionals. I. The Estate Planning Questions...
by admin | Jul 14, 2026 | Our Insights, Quarterly Announcements
Second Quarter 2026 Commentary & Outlook Dear Clients, I hope this letter finds you well. It was an eventful second quarter, in and outside of capital markets. This past June, I turned 30 and I got engaged. People I know have jokingly asked whether I feel...
by admin | May 28, 2026 | Our Insights, Quarterly Announcements
First Quarter 2026 Commentary & Outlook Dear Clients, I hope this letter finds you well. Today, in Baltimore County the temperature is 82 degrees Fahrenheit on the fourth day of April. Though warm weather rarely perturbs me, you can imagine my surprise after...
by admin | Jan 14, 2026 | Our Insights, Quarterly Announcements
Fourth Quarter 2025 Commentary & Outlook Dear Clients, I hope this letter finds you healthy and well early in the new year. Writing this letter always serves as a moment of reflection for me, and as I look back on 2025, one theme stands out in both markets and ...
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