2022-09-12 19:00
GOING GREEN WHILE MAKING GREEN: CLEAN WATER
Nearly every report on the subject confirms we are facing a global water crisis. While we are all responsible in making sure we don’t… Read More
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stock market
At least from a market perspective, today’s open looks much better than it has all week. This level of volatility can certainly make planning and investment allocating a tough job. We appreciate your concern as to where these markets are heading.
2022-04-04 11:58
Here are some considerations for how you can help others and yourself as we get through this tough time Read More
2022-04-02 12:13
Watching the news these days has kept all of us up at night with all sorts of anxieties. We are doing all we can to keep your portfolio and you safe Read More
2022-03-14 12:25
Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular sec… Read More
2022-03-09 17:02
If the last long year or so has done anything, it has given us time to think about the reality of getting older and how the coming years or end of same will be felt and handled by our spouse… Read More
2022-03-09 16:47
The month of January was certainly a rough start for the stock market and global economy. From the very tense situation in Ukraine to the lingering effects of COVID in the markets and the re… Read More
2022-02-28 12:13
1. MARKET IMPACT OF RUSSIAN INVASION OF UKRAINE
Russia’s invasion into Ukraine has heightened geopolitical risks around the world. To date, Germany has halted the expansion of the Nord… Read More
2021-09-13 12:00
1. MARKET UPDATE
Over the summer, the U.S. markets continued their climb to record highs. While it was generally a quiet summer, the Federal Reserve’s Jackson Hole meeting in August wa… Read More
2021-05-17 17:14
Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular sec… Read More
2021-05-12 19:16
The function of the market is a rather simple concept. If the market goes up, there are more buyers than sellers. If the market goes down, there are more sellers than buyers Read More
2021-01-20 18:59
“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please re… Read More
2021-01-18 18:43
“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please re… Read More
2021-01-01 18:51
As we head toward November 3rd, investors are anxious about the effect that this momentous election will
have on the stock market Read More
2020-09-20 18:30
As we head toward November 3rd, investors are anxious about the effect that this momentous election will
have on the stock market Read More
2020-08-17 16:51
“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please re… Read More
2020-08-17 16:35
Doing well while doing good: Aligning your personal investments with your personal mission. In the 2nd of our series of articles called, “ESG Investing and Your Personal Mission,&rdquo&hell…Read More
2020-06-18 15:36
The post Market Update appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-06-15 14:20
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-06-01 14:05
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-05-18 15:12
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-05-04 14:48
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-04-27 13:59
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-04-20 13:50
The post Five Things to Know This Week appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-03-16 15:50
The post Market Update appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-03-06 15:47
The post Market Update appeared first on 1 North Wealth Services, Annapolis, MD Read More
2020-02-26 15:29
The post Market Update appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-10-21 15:07
The post Margo Cook, Investment Advisor/Financial Planner named TWIN Honoree appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-10-01 15:16
The post Anne Arundel Women Giving Together (AAWGT) 2019 Annual Grants Showcase appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-08-15 16:31
The post Advisor Insight | Market Outlook August appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-08-15 16:23
The post Advisor Insight | Now is the time for more diligent investment review appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-08-15 15:50
The post Investment Insights | Finance or Lease Your Next Car? appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-05-20 19:40
The post 1NW: Advisor Insight appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-02-17 17:52
The post Investment Insights | The 1NW Philanthropic Expertise appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-02-17 17:46
The post Investment Insights | What distinguishes us from other advisors? appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-02-17 12:00
The post Investment Insights | What to Expect at Your First Meeting with Us appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-02-16 17:54
The post Investment Insights | Active Investment appeared first on 1 North Wealth Services, Annapolis, MD Read More
2019-02-11 22:01
The post Investment Insights | Women vs Men with Financial Behavior and Needs appeared first on 1 North Wealth Services, Annapolis, MD Read More
2018-12-31 22:37
The post Margo Cook Receives CFP Certification appeared first on 1 North Wealth Services, Annapolis, MD Read More
2018-06-28 16:24
The post Why I Won’t Tell You How Women Behave With Money appeared first on 1 North Wealth Services Read More
2018-06-28 16:16
The post One Box at A Time: appeared first on 1 North Wealth Services Read More
2018-06-27 23:02
The post Charitable Giving: What you need to know before you give appeared first on 1 North Wealth Services Read More
2018-06-06 14:32
The post 1NW and the ASO appeared first on 1 North Wealth Services Read More
2018-06-03 11:28
Your Social Security benefit may now be affected by your age.
For those born in 1953 or earlier:
If you have reached age 62 before January 1st 2016 and have not yet applied for your social s… Read More
2018-06-03 01:28
The post Considerations Before Moving in Retirement appeared first on 1 North Wealth Services Read More
2018-05-21 16:00
James Brennan, CFP
Have you considered leasing?
Are you or your parents in retirement and ready to purchase a more reliable car? Here is an idea I want you to consider: Rather than purchasin… Read More
2017-04-21 19:47
The post Financial Planning Checklist appeared first on 1North Read More
2017-04-20 19:28
Did you answer “Yes” or “I don’t know” to any of the questions above?
If so, it is time for you to take a look at your portfolio and ask yourself, “Am I s… Read More
2017-01-17 20:33
It is often said that charitable strategies only make sense for the truly charitable. In almost every case, this proves to be true. There must be true charitable intent for the c… Read More
2017-01-13 17:48
Continued weakness with the euro has become a focal point with currency markets as the central bank of Europe continued with its stimulus efforts by keeping key rates at historical lows in E… Read More
2017-01-11 16:23
In 1930, Pluto was declared the ninth planet. In 2007, it was demoted to “dwarf planet” status by astronomers after considering new evidence. There are now only eight… Read More
2017-01-09 21:49
The U.S. dollar had strong gains against various major currencies in 2016. Clarity surrounding the Fed’s decision to start raising rates along with anticipated growth expectations from… Read More
2017-01-06 16:48
A year-end equity rally induced by a Trump victory lost momentum towards the end of December as doubts surfaced regarding Trump’s success in garnering support for his proposals from bo… Read More
2017-01-03 22:21
President-elect Trump wants a Race Horse Economy, not a continuation of the Plow Horse we’ve had for the past several years.
Out of all of his proposals, the one that should help the… Read More
2016-12-30 16:11
We have used the metaphor of the “Plow Horse” to define the US economy since 2009 – an economy driven by new technology and entrepreneurship (fracking, the cloud, smartphon… Read More
2016-12-23 20:22
One of Trump’s fiscal proposals is to reduce the inherently high U.S. corporate tax rate from 35% to 15%. The United States currently has one of the highest corporate tax rates of any… Read More
2016-12-21 19:57
Bond markets reversed their long-term trend of descending yields as economic growth expectations and inflationary pressures mounted.
The anticipation of lower taxes sent demand for municipa… Read More
2016-12-19 19:31
The Bible story of the virgin birth is at the center of much of the holiday cheer this time of year. The book of Luke tells us that Mary and Joseph traveled to Bethlehem because Caesar… Read More
2016-12-19 15:39
Many analysts believe that the stock market rally following Trump’s election reflects the expectations of a new era of fiscal stimulus. Both economists and analysts agree that the Fed… Read More
2016-12-16 17:00
The Federal Reserve unanimously decided to raise rates in 2016 – finally! – by a quarter of a percentage point earlier today, as the markets expected. The federal funds rat… Read More
2016-12-14 18:18
Since the presidential election, the S&P 500 is up 8.4%, the Russell 2000, a small cap stock index, is up almost 20% and the Dow is closing in on 20,000. Financial stocks have surg… Read More
2016-12-05 21:57
If there’s one theme tying together many of the policies President-Elect Trump and Congress will try to enact, it’s making the US a better place to invest. This includes pe… Read More
2016-12-02 16:41
Steve Moore, economic advisor to President-Elect Donald Trump told a DC-newspaper, The Hill, and the Republican leadership; “Just as Reagan converted the GOP into a conservative party… Read More
2016-11-21 16:56
The S&P 500 hit a low of 666 on March 6, 2009 and was up 213%, excluding dividends, through November 4, 2016. Since then, the S&P 500 is up another 4.6%, and closed just 0.5% from a… Read More
2016-11-18 16:46
As the Baby Boom generation has begun to retire, more attention is being paid to retirement savings and how much retirees will have to live on. In addition to Social Security, a primary sour… Read More
2016-11-14 22:59
Elections have consequences and the impact on U.S. economic policy of last week’s election will be enormous. We’re sure we’ll be writing about all of these issues in much… Read More
2016-11-14 17:08
As more employers struggle to find qualified workers, they also tend to require higher levels of education to best match the skill sets they need.
The Department of Labor carefully tracks em… Read More
2016-11-11 17:40
The financial markets embraced a Trump victory, sending stock prices to higher levels following a nine day consecutive decline in anticipation of uncertain election results.
Market performan… Read More
2016-11-07 18:16
Through Friday, in spite of very good earnings reports from companies, the S&P 500 was down nine days in a row, the longest negative streak since 1980. The total decline was just 3.1%… Read More
2016-11-04 16:33
The International Monetary Fund (IMF) tracks global economic growth in order to better assess the social and economic health of emerging and developed countries. In its latest report release… Read More
2016-11-02 16:09
It’s not like we all don’t know that certain media outlets favor certain candidates. Some outlets seem “more fair” than others, but some go to absurd lengths to spin… Read More
2016-10-31 22:05
A tightening of presidential polls added to market ambivalence as uncertainty regarding what fiscal and regulatory policy changes might affect the economy and markets. The outcome of the U.S… Read More
2016-10-31 16:05
Two weekend articles, in major US newspapers, left us shaking our heads. The Washington Post wrote that “economic growth actually kills people,” while The Wall Street Journal pu… Read More
2016-10-28 16:00
The S&P 500 index is adding a new sector to its mix. REITs will become part of the S&P 500 compilation on September 16th, making it the 11th sector. The growth and capital representa… Read More
2016-07-12 18:42
Please take a minute to review your rights and the changes to your Social Security benefit which may now be affected by your age.
For those born in 1953 or earlier:
If you have r… Read More
2016-06-09 15:26
2016 Q1 Newsletter
The post 2016 Q1 Newsletter appeared first on 1North Read More
2016-06-09 15:25
2015 Q4 Newsletter
The post 2015 Q4 Newsletter appeared first on 1North Read More
2016-06-09 15:23
2015 Q3 Newsletter
The post 2015 Q3 Newsletter appeared first on 1North Read More
2016-06-09 15:21
2015 Q2 Newsletter
The post 2015 Q2 Newsletter appeared first on 1North Read More
2016-03-29 18:12
Can corporate America do good and still do good business?
The answer is an emphatic “Yes!” according to three corporate leaders who offered examples from their own firms to the a… Read More
2016-03-25 10:00
In these final weeks before April 15, be aware that tax season in the U.S. has also become open season for scammers and identity thieves, who use phone calls and email to try to steal your p… Read More
2016-03-14 10:00
Wealth is concentrated largely among seniors in this country. However, this has opened the door to various growing forms of financial fraud and abuse towards seniors. The North American Secu… Read More
2016-03-08 09:30
According to the University of Scranton, only 8% of Americans stick to their New Years resolutions! However, a resolution is not enough to ensure financial safety in the new year! Here are s… Read More
2016-03-01 17:37
Were you looking to “File and Suspend” your social security benefits? Hurry up and do it quick! Starting in 2000, Congress’ Senior Citizens Freedom to Work Act allowed for… Read More
2016-02-23 09:00
Here’s a quick update on what you can contribute to your various retirement accounts (if applicable) for 2016:
• 401k, SEP, TSP, 403b, and 457 salary deferrals remain at $18,000… Read More
2016-02-16 09:00
The new PATH tax extenders legislation makes the Qualified Charitable Distribution (QCD) rules permanent at their existing levels and thresholds, currently capped at $100,000 per taxpayer wh… Read More
2016-02-13 19:05
Happy Weekend!
At least from a market perspective, today’s open looks much better than it has all week. This level of volatility can certainly make planning and investment allocating… Read More
2016-02-09 09:00
The second half of 2015 was one of the worst periods for investing in a very long time. Yes, it rivaled 2001, 2008, and 2011. And while we expected the long-awaited rate increase to bring… Read More
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