
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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…