Save the Date!
On May 2, 2017, clients are invited to join us at Hayfields Country Club for the "State of the Media" with Trif Alatzas, publisher and editor-in-chief of The Baltimore Sun.
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Are we getting too smart for our own good? In "The War on Stupid People," David Freedman of The Atlantic excoriates the "fetishization of IQ" in America and our increasing reliance on high intelligence as the deciding factor in hiring, promotion and even choosing a mate.
Click here to read more.
The best investment for your future may already be in your hands - specifically, on that third finger of your left hand. New studies indicate that a long-term marriage pays dividends in the life, health and wealth of both partners, Time reports in "How to Stay Married (and Why)."
Click here to read more.
Brene Brown, professor at the University of Houston Graduate College of Social Work, says connections give purpose and meaning to our lives. But too often we let fear, or "shame," prevent us from showing people our true selves. To build meaningful connections we have to be "vulnerable." Brown's passionate TED Talk
The Power of Vulnerability - viewed by 26 million people - is well worth the 20-minute investment.
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5.2%
2015's rise in median household income, making it the largest year-over-year increase recorded. (Source: Census Bureau)
$38.8 Billion
Total foreign aid spending by the U.S. in fiscal year 2016 ending Sept. 30, equal to 1% of total projected spending. (Source: Office of Management and Budget.)
72%
Percentage of Baby Boomers numbering $56 Million who do not have a corporate pension. (Source: Insured Retirement Institute)
114.4 Million
Americans who watched Super Bowl No. 49; Patriots versus Seahawks, the most watched telecast in U.S. History. (Source: Nielsen)
84 Million
Americans who watched Clinton vs. Trump presidential debate No. 1, Sept. 26, 2016. (Source: Nielsen)
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Susan Mitcheltree
chaired this fall's Financial Planning Association's Annual Conference in Baltimore addressing 1,800 financial planners and partners. She also moderated a panel discussion on Marketing and Practice Management Issues for Millennial Advisors. In addition, Drew Cook was tapped to lead a discussion on global investment realities.
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Kim Silvestri
completed her first half marathon in Hershey, PA. Kim's accomplishment came after both battling Non-Hodgkin's lymphoma and delivering her second child last year. She took on the half marathon and dubbed it the run from "cancer to half." She continues to inspire us all!
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Berman McAleer
had a record turnout at our fall Client Speaker Series event Wednesday. It was a fun-filled night at the National Aquarium, where we heard from CEO John Racanelli and presented him with a $5,000 donation to the Aquarium's Urban Wetland Project.
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Berman McAleer
won the
InvestmentNews "Best Practices" awards for 2016. Hundreds of firms from around the country were analyzed and considered and twelve were selected as award recipients. We are extremely proud to be recognized and included in such an exceptional group of the nation's leading advisory firms. We also enjoyed sharing the stage with our good friends from WMS Partners.
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Drew Cook lent his expertise to TIME's Money section in a recent article, "When Funds Veer Off Course."
Click here to read more!
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Berman McAleer
won the 2016 Baltimore Business Journal
"Best Place to Work" award for our category! Please
click here
to read Citybizlist Baltimore's coverage of the prestigious honor.
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Edmund Schwartz
, a retired Captain of the Baltimore County Fire Department and 42-year volunteer with the Owings Mills Volunteer Fire Company, was named President of the Hanover Fire Department Museum. Located in Hanover PA, the museum highlights the evolution of fire service and honors those who dedicated their lives to protecting the community.
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Governor Larry Hogan's September cyber-tech trade mission to Israel featured
Dr. Ron Rosemeier
and his Baltimore County company Brimrose Corp., which is taking technology to places it has never been before.
CBS Baltimore's feature story on Ron.
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CAT bond expert
Judy Klugman lent her expertise to the Wall Street Journal, discussing catastrophe bonds in the wake of Hurricane Matthew.
Click here to read the story.
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Client Portfolio Portal:
A new version of the online client portal is now live on our website. If you are not already using it and would like to, please reach out to Deanna Domingue
[email protected]
.
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e-Signatures:
e-Signature is now available for most forms and applications. With a valid email address, we can prepare the form and have it sent to you via DocuSign secure technology making the process quick and easy.
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 Toy Drive - 'Tis the Giving Season!
We will be collecting toys, dolls and games for children who are staying at the Johns Hopkins Childrens' Center this holiday season. Please join us once again by dropping off a toy or game (new and unwrapped) in our reception area anytime between now and December 8. If you have any questions about our toy drive or to obtain a list of gift ideas, contact Joyce Connors at 410-560-9960 or
[email protected]
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