investments

March 30, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Four Bond Market Risks That Can Impact Your Investment Portfolio

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus on the Dow Jones Industrial Average or the S&P 500. And yes, stock market moves will likely impact a portfolio more than movements in bonds, […]

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March 27, 2018 | Alvin Carlos, CFA, CFP®

4 Money Makers You May Be Missing Out

We’ve heard many investment success stories. The Winklevoss twins are reportedly now billionaires through their early bitcoin investments. Our uncle who invested $10,000 in Berkshire Hathaway stock in 1965 would now have $88 million. What is the latest wealth generator out there today? We’ll give you four. They’re not the get-rich-quick schemes you may be […]

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May 30, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Quelling April Aftershocks, Tax Efficient Investing For Gen X

Do April showers bring May flowers or does the April tax filing date bring us face-to-face with our non-flowery tax realities? According to Bloomberg, the average federal income tax rate in 2015 was over 10 percent, but for a family earning over $100,000 that rate can quickly climb. After adding the average 9.5 percent paid […]

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May 24, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Top Financial Mistakes Millennials in Their Early 30’s Must Avoid

I previously wrote an article on core savings strategies for Millennials in their early 30’s. Millennials in their early 30s are often overlooked in personal finance media which got me thinking about more financial advice that is specific to you. While these early working years are the perfect time to set up your future financial […]

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June 26, 2015 | Aline Barros

Leggett Reacts to Hogan’s Purple Line Announcement (VIDEO)

In this MyMCMedia Extra video,  Montgomery County Executive Isiah Leggett shares his reaction to Governor Larry Hogan’s announcement that the Purple Line is moving forward and that other transportation improvements are in the works for improving congestion along I-270 in Montgomery and Frederick counties. Take a look: Related:

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June 26, 2015 | Aline Barros

Councilmember Berliner Talks Hogan’s Purple Line Decision (VIDEO)

In this MyMCMedia Extra, Montgomery County Councilmember Roger Berliner said Hogan’s Purple Line decision is a positive announcement but “we need to know the details.” Hogan said, at a news conference on June 25, the project will require an additional investment from both Montgomery and Prince George’s counties. “A little more we can do. A […]

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