Starting next year, workers aged 60-63 can increase their 401(k) savings via “super catch-up contributions.” Below, Kiplinger outlines all you need to know about this and other provisions of the SECURE 2.0 Act. https://lnkd.in/emKjkBg4
关于我们
Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us.?We manage over $1.1 billion in assets for 412 clients.?We focus exclusively on high-net-worth families and their closely-held businesses.? For nearly 30 years, we have managed our clients' wealth by taking?a comprehensive?approach to their financial?planning.??As an ensemble practice, Berman?McAleer’s?culture is collaborative. Our?advisors?work in teams delivering?a high level of?planning and wealth management?expertise?that?our clients have come to expect.?Our?professionals are?experienced?and?dedicated?to providing?exceptional?service and?attention to every client.?? ? Berman McAleer is?a referral-only practice?and we welcome only?a?select handful of new clients annually to our firm.? _____________________________________________________________________________________ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Berman McAleer, LLC. Investor Disclosures: https://bit.ly/KF-Disclosures www.sipc.org www.finra.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.
- 网站
-
https://www.bmcplanning.com
Berman McAleer, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Timonium，Maryland
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Wealth Management、Financial Planning、Retirement Planning、Distribution Planning、Cash Flow Management和Risk Management
地点
-
主要
获取路线
9690 Deereco Road
Suite 800
US，Maryland，Timonium，21093
Berman McAleer, LLC员工
动态
-
The top ten S&P 500 companies (Apple, Microsoft, NVIDIA, Amazon & Meta to name a few) now account for over 35% of the index’s market capitalization and about half of the index’s annual return. This concentration in technology-oriented growth companies poses a risk for investors who seek true diversification.?In this article, Forbes lays out several strategies to mitigate concentration risk. https://lnkd.in/eaqSzwc9
3 Diversification Strategies To Avoid S&P 500 Concentration Risks
social-www.forbes.com
-
We are excited to share that Berman McAleer made the top 10 list of Largest Wealth Management Firms in 2024 by the Baltimore Business Journal!?https://lnkd.in/eYpBYtw3
Largest Wealth Management Firms in Greater Baltimore - Baltimore Business Journal
bizjournals.com
-
October is a wonderful time of year for hiking which can do so much for our physical and mental health. In our latest issue of the BMc Wealthcare for Women? Connection, we journey through some lessons one can learn from a walk through the woods. https://lnkd.in/gVr3EzSv
A Walk in the Woods: Discovering Life’s Pathways
https://bmcplanning.com
-
Last week, the Social Security Administration announced a 2.5% Cost-of-Living adjustment increase for 2025. Read more about the update here: https://lnkd.in/eNQ8_sGt
Social Security Announces 2.5 Percent Benefit Increase for 2025 ?
https://blog.ssa.gov
-
Last Friday, we gathered with a number of our clients in downtown Baltimore for a Deck Party aboard the Pride of Baltimore II. We enjoyed beautiful views, good food, and excellent company; thank you to Pride of Baltimore, Inc. and all who joined us!?
-
-
-
-
-
+1
-
-
The Federal Reserve cut interest rates today for the first time since March 2020. This article from Barron's details the decision and what it means for inflation and the markets: https://lnkd.in/eC_8N5Pq
Fed Meeting Today: FOMC Makes Half-Point Interest-Rate Cut; Economic Projections; Powell's Speech; What Else to Watch
barrons.com