Category: Investment Advisory

Debora E. May, 梅·巴恩哈德投资公司联合创始人兼高级顾问, 老葡京手机app’s fee-only wealth management subsidiary, 在Bethesda杂志的读者评选中被认可为最佳财务顾问类别的决赛选手. Read more on the MBI website. Councilor, Buchanan & 老葡京手机app(老葡京手机app)是一家提供税务服务的专业公司, 贝塞斯达办事处的会计和商业咨询专业知识遍布大西洋中部地区, MD and Washington, DC.

PDF: May Barnhard Investments Continues to Grow, 欢迎两名新团队成员，扩大公司的客户服务能力和专业知识, a Bethesda, 总部设在md的收费财富管理公司，也是顾问公司的子公司, Buchanan & Mitchell (老葡京手机app), 通过欢迎Stephanie Anderson，扩大了其客户服务能力和专业知识, CFA, CFP®, CDFA®, 在投资管理和战略咨询行业拥有超过30年经验的财富经理, and Lisa Sippel, a manager with more… Read more ›

Judith P. Barnhard, CPA, CFP®, CDFA®, 执行副总裁兼专业服务总监, wealth management and financial planning at 老葡京手机app, and Stephanie Anderson, CFA, CFP®, CDFA®, 老葡京手机app离婚财务规划和财富管理经理, 将于12月12日在2023年大华盛顿注册会计师协会非营利研讨会上发表演讲. Their session, 题为《老葡京手机app》, is scheduled from 8:00 – 8:50 am, will address the foundation of an… Read more ›

Successful investments can be extremely profitable. 但潜力最大的股票往往也是风险最大的. And underlying risks aren’t always obvious. In fact, 投资者需要考虑几种不同类型的风险, based on your portfolio’s asset allocation. 在你决定投入资金之前，这里有六种方法来评估和计算投资的风险. Market risk. 这是由于市场因素导致价格下跌的风险。 Read more ›

葡京会手机app下载顾问公司财富管理子公司梅•巴恩哈德投资公司(May Barnhard Investments, MBI) & Mitchell, celebrated its 10th anniversary on Wednesday, October 11, 在贝塞斯达万豪总部的市中心万豪酒店, Maryland. MBI团队与几位客户和老葡京手机app合作伙伴在一个亲密的聚会上庆祝了开胃菜和谈话. Click here to view photos from the celebration.

  对许多人来说，提高预算水平几乎是他们的首要任务. 然而，制定和坚持预算并不总是一件简单的任务. Creating complicated spreadsheets, 学习预算软件和处理支出限制——所有这些事情最终会让最专注的预算师偏离轨道. 这里有一个简单但有效的预算方法概要. 首先将你的月收入分成三个简单的“桶”或预算。 Read more ›

  From high prices and interest rates to increased demand, now is a particularly challenging time to buy a home. But with no idea what the market could do next, 在经济上做好买房的准备会让你离买房更近一步. In this how-to, 我们将引导您完成必要的步骤，为这一大笔购买做财务准备, even in the current housing market. 在看房子之前，先评估一下你目前的财务状况。 Read more ›

In the digital age, “人工智能”(AI)一词已经超越科幻小说，成为推动技术进步的动力. 随着人工智能迅速重塑社会，其对投资者的潜力变得越来越明显. 这篇博文深入探讨了投资人工智能的领域, exploring the reasons behind its exponential growth, potential risks, and strategies for maximizing returns. 人工智能革命:前所未有的增长和创新, in simple terms, 指的是通过……来模拟人类的智力过程。 Read more ›

This article appears in a longer, 更详细的白皮书，独家内容侧重于为早期职业阶段的专业人士建立强大的财务基础. Download the white paper here. Manage Your Debt Not all debt is bad debt, 特别是如果你的利率很低，这有助于你为一项资产融资，从而增加你的净资产. 抵押贷款是一个典型的好债务的例子. Student Debt If you have student debt, it’s… Read more ›

与股票相比，债券享有“安全”投资的美誉. In some respects, that’s true. But they can also be risky, 这就是为什么投资顾问通常建议人们在典型情况下保持平衡的投资组合——换句话说, one that includes both stocks and bonds. If you have a retirement savings account, you probably do own stocks and bonds, contained within large institutionally managed funds, such as a retirement target-date fund. When you buy a bond… Read more ›