Maryland 529 plan

Maryland 529 plan: Benefits of Contributing to an MD 529 Plan

Byron T. Deese Personal Finance 3 Comments

Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible to receive dollar-for-dollar matching contributions …

covid-19 social security

The Impact of COVID-19 on When to Claim Social Security Benefits

Trey Ingram, CAIA® Coronavirus, Personal Finance Leave a Comment

While COVID-19 won’t affect the amount you receive in Social Security benefits, it may impact when you decide to claim your benefits.   The COVID-19 pandemic has, in short order, upended the U.S. …

market update

Market Update: Stocks Rally While the Economy Suffers

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Personal Finance, Investing Leave a Comment

The Bureau of Labor Statistics released its job report this past week and while many knew it was going to be exceptionally bad, it is still shocking to read. The …

market update

Market Update: A Historic Month for the Markets

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Personal Finance, Investing Leave a Comment

While grim economic data shows the global economy heading toward a recession you wouldn’t know it by looking at the current stock market. The S&P 500 ended April up 12.7%—its …

navigating stock market 2020

Navigating the Ups and Downs of the Stock Market in 2020

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Personal Finance, Coronavirus, Economic Update, Investing, Tax Planning For Individuals 1 Comment

These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives our processes at Glass Jacobson. …

market volatility

How to Navigate Market Volatility

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

With so much uncertainty facing the US economy, and the world, it is easy to let fear dominate investment decisions. When the market falls 30% in one month it’s natural …