Financial Advisor Owings Mills
October 16, 2016: Big banks and the return of Glass-Steagall.
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
Last month, Wells FarRead more
Will The Cost Of Long-Term Care Bankrupt You?
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
August 16, 2016: Long-term care policies, what's in it for you?
Read more Is The Future Of Fantasy Sports Win-Win?
By Andrew Goodman, Chief Investment Officer of CIC Wealth
Sell in May and Go Away? Not This Year
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
June 9, 2016: How will the election year impact the market?
Read more NFL Veteran Shaun Phillips Gearing Up For His Next Big Game
By Andrew Goodman, Chief Investment Officer of CIC Wealth
Advanced Planning: Business Owner or Key Executive? You Need To Know About The RPT
Trusted Financial Advisors in the Washington DC Metro Area
If you are a business owner or key executive at a company and have a goal of reducing either or both individual/corporate taxes, leaving a true legacy, or creating significant tax-free income then you need to know about the RestrictRead moreAre You Missing These Tax Deductions?
April 18th, the Tax Filing Deadline, is just around the corner and many Americans are scrambling to find legal tax deductions to help minimize the tax bite from 2015. Clearly, most tax planning needs to start well before now, but recently Kiplinger has put out a list of the 15 most overlooked tax deductions.
1. State sales taxes
In the past, taxpayers have had the choice of deducting whateRead more
3 Ways To Boost Your Retirement With A Roth IRA
If you’re thinking that Roth IRA won’t work for you because of your earnings, think again. If you are a high-earner, or entrepreneur wanting to take advantage of the opportunity for tax free retirement, there are many strategies that will legally allow you to slip through the loophole and start your Roth IRA retirement today.
A Roth IRA is essentially a savings account that allows you to saRead more
Gray Divorce Can Drag Both Parties Into The Red
April 9, 2016: CIC Wealth’s CEO, Ryan Wibberley speaks with The Washington Post on divorce after 50 and its impact.Read more
Energy Stocks Energize The Markets, But Can It Last?
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
March 29, 2016: Are energy stocks out of the woods yet?Read more
The Danger Of FANG Stocks: Lessons From The 90s Tech Bubble
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
February 21, 2016: The dangers of FANG stocks and the lessons from the 90's tech bubble.Read more
Financial Advisors Must Fine-Tune Their Approach To Niche Markets
February 19, 2016: Learn why CIC Wealth is committed to serving women and athletes in Investor’s Business Daily.Read more
Advisers Reassure Concerned Clients On Another Stressful Day
January 20, 2016: CIC Wealth’s CEO, Ryan Wibberley speaks with the Wall Street Journal on how investors should deal with stressful days in the market.Read more
Goldman Sachs & Eaton Vance Have A Way For Some Wealthy Investors To Avoid Big Capital Gains Taxes
By Andrew Goodman, Chief Investment Officer of CIC Wealth
January 10, 2016: How do you avoid capital gains taxes with large stock positions?
Read more What You Can Learn From Mark Zuckerberg’s Smart Donation Strategy
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
Read more What Athletes Can Learn From Tim Duncan’s Alleged $20M Financial Loss
By Andrew Goodman, Chief Investment Officer of CIC Wealth
November 11, 2015: How can athletes protect their money?
Read more Should Shopping Center Investors Eyeball The Exits In The Wake Of The Walgreens And Rite Aid Deal?
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
Read more Why Global Investing Will Improve Your Portfolio
October 26, 2015: Should your portfolio have exposure to global markets? Read CIC Wealth's CEO, Ryan Wibberley comment in U.S. News & World Report.Read more
Millennial Fans Increasingly Compelling Sports Teams To Invest In Tech
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
October 25, 2015: Sports teams are increasingly looking to invest in technology to lure millennial fans.
Read more Advisors: Time To Look Beyond Dividends
October 18, 2015: CIC Wealth’s Chief Investment Officer, Andrew Goodman speaks with Financial Planning Magazine about companies that have a long history of raising their dividends.Read more