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Quarterly Newsletter Third Quarter

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A Tale of Two Emotions

Quite a few years ago I was very excited to be asked to speak at one of Towson Universities graduation ceremonies. I had the honor of representing the Alumni Association and I was excited to be a part of such a milestone for so many students and their families. As I traveled to the University,…

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Overcoming adversity, is the key to success

My girls are soccer players. They have tried other sports, and while they are definitely athletes, soccer is in their hearts. They started playing a very long time ago and it has been amazing to be a part of their journey. But their journey was not always a smooth one. They left their first soccer…

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Quarterly Newsletter Second Quarter

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QUARTERLY NEWSLETTER – FIRST QUARTER 2023

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Just a Little Patience: Bryan’s Column

My daughter Addy is an athlete. She has worked extremely hard to train her body and mind, often exercising at least twice a day. Recently Addy has had some issues with her feet. She is one of the 15% of the population with an extra bone in each foot that can lead to tendon discomfort.…

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Quarterly Newsletter – Fourth Quarter 2022

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Quarterly Newsletter – Third Quarter 2022

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.  

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Reality Check – New Actors, Same Movie

For this month’s Reality Check, we wanted to discuss how one should deal with all of the events that are being highlighted by the financial media as the drivers of the markets decline. While increased volatility in the capital markets is not pleasant, with a longer-term focus, this volatility is just noise. The best strategy is…

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Bryan’s Blog September 2022

My first “investment” was in a savings account at a local bank. I remember that I was taught to track the interest in the passbook so that I could watch the funds grow, albeit very, very slowly. The main reason that savings and checking accounts don’t pay much interest is due to their inherent “safety”.…

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