Kate Strom

05/27/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

05/26/2026

Calling all golfers! Mark your calendar for October 19th and join me at the Northwest Chamber of Commerce's 5th Annual Golfing Fore Grants golf tournament. This tournament funds the Chamber's Membership Mini-Grant program, which began after seeing members struggle to remain open during Covid-19.

Come golf, have some great food, bid on the silent auction, and enter raffles for some great prizes!

This year we are at Piney Branch Golf Club in Upperco, MD. See you there!

5th Annual Golfing FORE! Grants Outing at Eagles Nest Country Club on Mon Oct 19 2026, 9:00am EDT: Join us for the 5th Annual Northwest Chamber Golf...

05/20/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

05/13/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/06/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

04/29/2026

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

04/28/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

04/24/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

04/23/2026

What are your spring cleaning goals this year? Cleaning the garage? How about financial well-being? Contact us and we can help with strategies to keep everything in order.