Mosaic Asset Partners, LLC

08/28/2026

Introducing a new series where we highlight local nonprofits doing meaningful work in our community and how you can support them with your time or resources. First up: Baltimore Humane Society.

Here's a sneak peek, the full video is coming soon. Whether it's volunteering, donating, or fostering, there are so many ways to get involved with the work they do.

A big thank you to Baltimore Humane Society for taking the time to share their story with us!

Stay tuned for the full story!
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08/26/2026

Meet the unofficial members of our team 🐶

Happy National Dog Day from all of us at Mosaic!
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08/19/2026

Do you have these 4 documents in order?

A Will, Power of Attorney, and Healthcare Directive are the foundation of any solid estate plan — and don't forget to keep your beneficiary designations and digital accounts up to date too. A little organization now saves your loved ones a lot of stress later.

Swipe through to see what you might be missing, then reach out to our team if you'd like help getting started.

This post is for educational purposes only and is not legal or tax advice. Estate planning requirements vary by state — please consult a licensed attorney.
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08/14/2026

On August 14, 1935, FDR signed the Social Security Act. This forever changed how America thinks about retirement security.

Nearly a century later, it's still a cornerstone of financial planning for millions. Swipe through for a quick look back.
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08/07/2026

Behind every solid financial plan is a team like this one.

Smart, talented, ready to help you plan your future - that’s the Mosaic team.

Ready to see what we can do for you?
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07/30/2026

Back-to-school season is a good time to learn more about education savings for your child or grandchild!

A 529 plan is a tax-advantaged account that can help families save for education expenses. Every state's plan is different, so it's worth understanding your options before deciding what fits.

Want to talk through what this could look like for you? Reach out, we're happy to help!
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07/24/2026

Celebrating Steven's 9th year with Mosaic! Here's to many more!
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07/17/2026

Big banks just posted record profits, inflation cooled more than expected, and the Fed's newest chair stayed tight-lipped on what's next.

Here's what it all means for your portfolio heading into next week's earnings wave.

Corporate earnings season for Q2 got off to a strong start this week. Analysts have been expecting S&P 500 profits to...

07/17/2026

Life happens: flat tires, vet bills, surprise repairs. An emergency fund means you're ready when it does.

Start small. Stay consistent. Build from there.

Want to talk through what this could look like for you? Reach out, we're happy to chat.
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07/10/2026

The services sector just posted its 24th straight month of growth, and job gains hit their best level in two years, but the Fed can't agree on what happens next. With Chairman Warsh's committee split on rate hikes vs. cuts and earnings season about to raise the stakes, this week's numbers hint at where things go from here

Monday’s ISM Services report gave us a good early look at how the largest part of our economy is holding up....