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Explore a variety of insightful articles crafted by our team of experienced professionals.

Saturday, January 27, 2024

In a rapidly evolving world, instilling financial literacy in children has become an invaluable tool for their future success. Just as we teach them to read and write, understanding the principles of money management is a fundamental...

Tuesday, January 23, 2024

If I am a buy and hold, long-term investor, why does my portfolio volatility matter? We typically refer to volatility as “risk” in finance but, as a concept, it simply describes the degree of price movement of a financial asset or...

Friday, January 19, 2024

Here is some useful information from the IRS regarding emerging scams during the upcoming filing season.

Monday, January 15, 2024

Growth mindset, a concept popularized by psychologist Carol Dweck, has become a beacon of inspiration for individuals seeking personal and professional development. Dweck's groundbreaking research has illuminated the power of one's...

Thursday, November 2, 2023

In today's rapidly changing world, it is crucial for young individuals to gain a solid foundation in financial preparedness. Developing strong financial literacy skills will enable them to make informed decisions, build a strong financial f

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Thursday, October 19, 2023

At MWA, we require our team members to be credentialed in specific areas of financial planning and investment management in order to provide our clients with the highest level of intellectual capital when developing a financial...

Saturday, October 14, 2023

As your trusted financial planning firm, we understand the importance of maintaining the utmost confidentiality when it comes to your personal and financial information. We wanted to take this opportunity to reassure you of our...

Wednesday, October 11, 2023

A Delaware Statutory Trust (DST) is a type of real estate investment trust (REIT) that is specifically created under the laws of the state of Delaware. DSTs offer a number of benefits to investors, including: Access to...

Thursday, April 20, 2023

Everyone has heard of a pre-nuptial agreement, but have you ever heard of a “Cohabitation” or “Living Together” Agreement? Similar to pre-nuptial agreements, Cohabitation Agreements are legal contracts that define the rights and obligations

Friday, April 7, 2023

For good reason, it has been a widely discussed topic over the past few weeks. How did a bank thought to be a growing giant in the Venture Capital world collapse so quickly? The answer is twofold: poor risk management and even worse...

Wednesday, April 5, 2023

As a husband and father of two young daughters, I understand the endless worries that come with the territory or raising and providing for your family. There is always something to stress about whether it’s childcare, education,...

Thursday, January 5, 2023

The Secure Act 2.0 was signed into law on December 29, 2022 and includes significant changes regarding retirement accounts. Numerous changes were made, and we will sumarize the ones that are most likely to impact your financial...

Friday, October 21, 2022

If you are an employer in Maryland, you may be impacted by a new law which requires most employers to offer some sort of retirement savings plan. This can be a pension, a 401(k) plan, a 403(b) plan, a SEP IRA, and SIMPLE IRA, or a...

Wednesday, October 19, 2022

The Advisor/Client Relationship begins with an introduction and conversation about who we are,who you are and the goals you want to achieve, and how we can make that possible for you. We both have to decide whether the relationship is...

Monday, October 3, 2022

Roth conversions, or a “Back Door Roth IRA,” is a suggestion that comes up fairly frequently when discussing retirement planning strategies, and it’s a scenario that certainly warrants a closer examination. ...

Thursday, July 14, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act made several changes to long-standing retirement account rules. One notable change is the required timing of distributions for most non-spouse beneficiaries. Before...

Tuesday, July 12, 2022

Cyber criminals are becoming increasingly sophisticated, resulting in more cyberattacks than ever.Here are a few common mistakes to avoid, as well as Tips and Tricks to protect yourself against password exposure. Common Mistakes:...

Wednesday, July 6, 2022

Whether at a cocktail party or talking with your uncle on vacation, it isn’t uncommon to hear the terms “active” and “indexed” thrown around when discussing investment portfolios. Both of these may even be...

Monday, April 18, 2022

FINANCIAL PLANNING 1. Cares more about you and your money than anyone who doesn’t share your last name. 2. Guides you to think about areas of your financial life you may not have considered. 3. Formalizes your goals and puts them...

Saturday, April 9, 2022

Want to pay off student loans in the most efficient way possible? Unfortunately, the time of student loan refinancing rates being at an all-time low is fleeting and we need to look to other ways to repay student loans in the future....

Thursday, April 7, 2022

Do you own Investment or Business Properties? 1031 exchanges could be a powerful tax planning tool for you when it comes time to sell property. What is a 1031 exchange? A 1031 exchange (named for Section 1031 of the US Internal Revenue...

Thursday, April 7, 2022

Cyberattacks can come in a variety of forms including the more traditional phishing and malware attacks you may have heard about for years, and, more recently, similar such attacks over text and phone (referred to as...