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Category: Investment Management

4 Benefits of a Financial Planner in D.C. For Small Business Owners

26 Sep, 2022

4 Benefits of a Financial Planner in D.C. For Small Business Owners

As a small business owner, having a comprehensive financial plan in place that aligns with your goals is essential. You need to know that all...

7 Ways To Manage Your Business Investment Risk

12 Sep, 2022

7 Ways To Manage Your Business Investment Risk

Managing your business’s investment risk is integral to being a successful entrepreneur or business owner. Although it’s impossible to predict the future, you can take...

Why You Need a Financial Advisor Through The Stages Of Business Growth

30 Aug, 2022

Why You Need a Financial Advisor Through The Stages Of Business Growth

 A business is a living, breathing organism whose operation and trajectory will vary depending on its stage of growth. And just like with people, it’s...

5 Advantages Of A Retirement Plan For Business Owners

26 Aug, 2022

5 Advantages Of A Retirement Plan For Business Owners

Entrepreneurs wear multiple hats. In fact, there can be so many that it is easy to get caught up in the everyday tasks and activities,...

5 Cost Saving Strategies For Business Owners

24 Aug, 2022

5 Cost Saving Strategies For Business Owners

We understand that running a business isn’t easy. There are multiple challenges that arise daily, and it’s important to stay on top of them all,...

Key Factors In A Quality Financial Advisor Client Relationship

28 Jul, 2022

Key Factors In A Quality Financial Advisor Client Relationship

As a financial advisor in the Washington D.C. area, the quality of our relationships with clients is what sets us apart. It’s not enough to...

Tips From an Advisor on How to Manage Market  Volatility

25 Jul, 2022

Tips From an Advisor on How to Manage Market Volatility

How do you manage market volatility? Managing an investment portfolio can be a challenge in any economy, and market turbulence tests investors further. One critical...

8 Rules For Developing Financial Discipline

18 Jul, 2022

8 Rules For Developing Financial Discipline

When it comes to money and financial planning strategies, there’s varied advice out there. While some tips are helpful, others can leave you feeling overwhelmed...

Why Customized Financial Planning is Vital for Your  Success

8 Jul, 2022

Why Customized Financial Planning is Vital for Your Success

Can you be successful without a financial plan? Of course! The question is not whether a financial plan is the only way to achieve success,...

A Simple Process to Identify Meaningful Life Goals  For Saving And Investing

6 Jul, 2022

A Simple Process to Identify Meaningful Life Goals For Saving And Investing

In order to get to where you want to go, you must navigate life with meaningful plans and life goals. This often begins as an...

How to Set a Time Frame for Your Financial Goals

16 Jun, 2022

How to Set a Time Frame for Your Financial Goals

Goals are specific and measurable targets that create a roadmap for you to follow and can ultimately help you: Stay focused Remain motivated Achieve more...

Mindset: How to Handle Market Volatility

31 May, 2022

Mindset: How to Handle Market Volatility

Market corrections are normal. Even so, not every investor knows how to handle market volatility. It is easy to feel great about your investment choices...

Mitigate the Cost of Holding Cash With These Yield-Bearing Options

25 May, 2022

Mitigate the Cost of Holding Cash With These Yield-Bearing Options

Cash is liquid, simple, and feels secure. There are many good reasons to keep some cash on hand, from maintaining an emergency fund to being...

How to Approach Retirement Savings During Market Volatility

12 May, 2022

How to Approach Retirement Savings During Market Volatility

Volatility is typically coupled with opportunity. This is a valuable trend to understand if you are in the wealth accumulation phase. However, investors who are...

6 Common Effects of Inflation

26 Apr, 2022

6 Common Effects of Inflation

There are situations where fear can serve you well. If you are driving in heavy fog and low visibility, fear will tell you to slow...

Advantages of a Diversified Portfolio Directed by Personal Goals

22 Apr, 2022

Advantages of a Diversified Portfolio Directed by Personal Goals

Life pulls us in many directions with obligations and opportunities, including many ways to spend our money. Even high-income earners can be challenged to save...

Can You Protect Your Money During Inflation?

18 Apr, 2022

Can You Protect Your Money During Inflation?

Although it has caused a media stir, inflation is not all bad or good. It’s dualistic in nature—having positive and negative impacts on different parts...

Is Your Financial Discipline Impacting Your Success?

8 Apr, 2022

Is Your Financial Discipline Impacting Your Success?

Your financial discipline is how well you adhere to your financial plan and monetary goals. This is a critical factor in any individual’s success and...

5 Essentials for Wealth Creation

6 Apr, 2022

5 Essentials for Wealth Creation

Those not well-versed in the financial industry might think wealth creation is as simple as making money, spending less than you earn, and investing some...

Four Reasons to Choose a Specialized Financial Advisor for Entrepreneurs

4 Apr, 2022

Four Reasons to Choose a Specialized Financial Advisor for Entrepreneurs

Entrepreneur startup statistics rank Washington D.C. as the top U.S. city for business start-ups, with 71.1% of its population comprised of young professionals ages 25-34....

Keep Your Long-Term Financial Goals On-Track

31 Mar, 2022

Keep Your Long-Term Financial Goals On-Track

For most of us, instant gratification is hard to deny. We have only to look at the economy to know that it’s true. Simple, fast,...

How Expert Guidance Can Simplify Your Financial Life

29 Mar, 2022

How Expert Guidance Can Simplify Your Financial Life

If you’ve ever walked into a mess hoping to accomplish something—whether it’s the kitchen, your desk at work, or your tax return—you know that disorder...

Brown | Miller Wealth Management Launches New and Improved Website

16 Mar, 2022

Brown | Miller Wealth Management Launches New and Improved Website

Brown | Miller Wealth Management is pleased to announce the launch of our new and improved website. The enhanced design and layout make it easier...