Picket Fence Financial

Picket Fence Financial We use to be consumers of the financial services industry. We built the kind of practice we would want our Mom to use. We do not get paid by commissions.

Picket Fence Financial is dedicated to saving you from Wall Street by offering fee-only advice, complete transparency, consumer education, and lower fees than our Wall Street counterparts. We found that fees were not only hidden, but they were egregious compared to the service provided, which was practically non-existent. All of our compensation comes from our clients so they know that our advice

is in their best interest and not driven by sales quotas or commissions. We also developed a practice that streamlined our operational costs so we pass those savings to our clients.

Right now, the stock market is essentially seven stocks, coined the Magnificent Seven. In this video, we discuss if this...
02/05/2024

Right now, the stock market is essentially seven stocks, coined the Magnificent Seven. In this video, we discuss if this is healthy for the market as well as if there is more gas in the tank for these stocks. https://youtu.be/rWdxfpFtpaY

The US stock market is on fire. But, when you dig deeper, the vast majority of the gains comes from 7 stocks, known as the Magnificent 7. Is this a good thin...

Today, we are looking at a riveting topic - taxes. Exciting, right. While I know taxes are dull and should only be handl...
01/20/2024

Today, we are looking at a riveting topic - taxes. Exciting, right. While I know taxes are dull and should only be handled by nerds with glasses (known as CPAs), taxes are important. You don't want to give Uncle Sam one single penny he doesn't deserve. https://youtu.be/mZ7s7mKwKY0

In this week's Coffee with Kirk, we look at taxes. I know, taxes are boring. However, if you don't manage them correctly, you could see hundreds, if not thou...

Today, we are looking at a riveting topic - taxes. Exciting, right. While I know taxes are dull and should only be handl...
01/20/2024

Today, we are looking at a riveting topic - taxes. Exciting, right. While I know taxes are dull and should only be handled by nerds with glasses (known as CPAs), taxes are important. You don't want to give Uncle Sam one single penny he doesn't deserve.
https://youtu.be/GInsn8Q40U0

Today, we look historically to see if we are in a new bull market that started in 2023 or if a bear is around the corner. We look at how bull markets develop...

07/01/2023

In this week's Coffee with Kirk, we look at nuclear energy as a viable energy source and as an investment. Is there a future or is it all hype?

Is the market rally going to continue? What is the health of the market?
06/03/2023

Is the market rally going to continue? What is the health of the market?

This is a client presentation where I discuss how 7 stocks are responsible for the S&P 500s performance this year. Is that healthy? Is it sustainable? Also, ...

06/29/2022

In this episode of Coffee with Kirk, we look at the current market moves to discuss if the bear is dead or just waking up. This was a presentation to our ass...

Happy 50th Anniversary to President Nixon taking us off the gold standard. This is why families struggle (and both spous...
07/30/2021

Happy 50th Anniversary to President Nixon taking us off the gold standard. This is why families struggle (and both spouses usually need to work), the wealth gap increased, and the government created trillions in debt. Thanks a lot, Tricky Dick.

Price gouging is a good thing...don't believe me...check out this video.
05/11/2021

Price gouging is a good thing...don't believe me...check out this video.

People hate companies that raise prices during a natural disaster, like a hurricane, or a man-made crisis. They feel these companies are taking advantage of ...

04/01/2021

While the stimulus checks get all the press, there are several tax law changes in the most recent COVID Relief law. To ensure you maximize your benefits, you...

12/06/2020
11/07/2020

With the Medicare Open Enrollment taking place until December 7th, we are taking a look at Medicare. So much confusion exists around Medicare so we discuss t...

Address

2012 Rock Spring Road Suite A
Bel Air, MD
21014

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 8am - 9pm

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