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News & Insights

View Archive by Category
Articles & Appearances
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Financial Planning Focus
Investment Management
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View Archive by Year

2019

January
1
February
4
April
2
May
4
June
1
July
3
August
5
September
1
October
5
November
6
December
1

2018

January
2
March
1
April
3
May
4
July
2
September
7
October
2
November
6

2017

January
1
February
3
March
2
April
1
June
8
July
1
August
2
September
2
October
2
December
4

2016

March
4
April
1
June
2
July
1
August
4
September
2
November
5

2015

January
1
April
1
May
5
July
2
September
1
October
7
December
1

2014

January
5
March
4
April
2
June
7
July
2
September
3
October
1
November
1
December
4
Aug 2016

Financial Planning Focus – The Cult of Income Tax Refunds

By Kristan Anderson, CEBS®, CFP®

Trying to figure out how much income tax to withhold to approximate your actual tax liability is not an exact science and many of us get it wrong year over year.

Read more
Aug 2016

Financial Planning Focus – Managing Required Minimum Distributions to Maximize Benefits

By Dana G. Sippel, CFP®, CPA

Required Minimum Distributions (RMDs) are a frequently misunderstood, but critically important concept, relating to tax-deferred retirement portfolios.

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Aug 2016

Financial Planning Focus – Take a Walk in Your Advisor’s Shoes: Ten Steps for Evaluating a Prospective Financial Advisor

By Matt Cohen, CIMA®

The Washington Post recently ran an article written by Bruce Horovitz discussing ten important steps to take before hiring a financial advisor.

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Aug 2016

Financial Planning Focus – Generation X: No Longer Just Billy Idol’s Band

By Kristan Anderson, CEBS®, CFP®

If you were to google “Generation X” these days, the top results would be articles related to the generation of individuals born after the baby boomers (from the early 1960s to mid 1970s) and before millennials.

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Sandy Spring Bank A Sandy Spring Bank Company
Serving McLean, Fairfax County and the Washington DC area
2010 Corporate Ridge Road, Suite 530, McLean, VA 22102
703-847-2500

 

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