Let's talk money.

    What Is an Investment Firm and Why Do You Need One?
    By INVESTED , May 28, 2021
    An investment management firm in Baltimore, MD advises and invests their clients’ money. They advise and decide the right investment for their clients’ and their goals. The objective is to achieve…
    The Power of Compound Interest
    By GENTI CICI , May 28, 2021
    I was recently asked to come up with an original quote about ‘Compound Interest’ and while there are so many famous quotes, even from Albert Einstein himself calling it “The eighth wonder of the…
    What is a Fiduciary?
    By GENTI CICI , May 27, 2021
    The word fiduciary has its roots from Latin meaning “trust”. This word also is more common in the trust & trustee operations, where the trustee is a fiduciary to the beneficiaries of the trust and…
    What is a Certified Financial Planner (CFP)?
    By GENTI CICI , May 27, 2021
    As we have mentioned before, the terms “Financial Planning” or “Financial Planner” are not regulated terms or activities by the SEC or United States (including Baltimore, MD). To bridge this gap and…
    What is a Financial Planner?
    By GENTI CICI , May 27, 2021
    A Financial Planner in Baltimore, MD is typically a financial professional who helps clients with their overall financial questions or needs, pretty much anything that is money related. A Financial…
    Wealth Management - What Is It and Why Use It?
    By GENTI CICI , May 27, 2021
    Wealth Management in Baltimore, MD is a term that, while not regulated, typically means a more comprehensive viewpoint of financial advising including advice on your investments, assets, liabilities…
    How Do You Find Your Old 401k?
    By GENTI CICI , May 20, 2021
    Is this your 401K I found on the floor? Huh? Can you lose a 401K? Well, potentially, but not like that and it won’t be on the floor for someone else to find it. When you join a company, they may…
    Maxing out 401k - what it means, why do it and how to do it
    By GENTI CICI , May 17, 2021
    Ever wonder what a 401k is and how 401ks work? In short, 401Ks or 403Bs (if you work for a nonprofit) or something similar, are employer-provided retirement plans. Most often the company offers a…
    What is a Financial Planner?
    By GENTI CICI , May 17, 2021
    A Financial Planner is typically a financial professional who helps clients with their overall financial questions or needs, pretty much anything that is money related. A Financial Planner is not a…
    What is a Certified Financial Planner (CFP)?
    By GENTI CICI , May 17, 2021
    As we have mentioned before, the terms “Financial Planning” or “Financial Planner” are not regulated terms or activities by the SEC or US States. To bridge this gap and to create a standard for…
    What is a Fiduciary Financial Advisor?
    By GENTI CICI , May 17, 2021
    The word fiduciary has its roots from Latin meaning “trust”. This word also is more common in the trust & trustee operations, where the trustee is a fiduciary to the beneficiaries of the trust and…

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