Financial

BGL proudly sponsors MVLS Celebrate Pro Bono 2024, attended by Anthony May, in honor of our shared commitment to eliminating financial barriers to legal services for underrepresented Marylanders. – Go Health Pro

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BGL proudly sponsors MVLS Celebrate Pro Bono 2024, attended by Anthony May, in honor of our shared commitment to eliminating financial barriers to legal services for underrepresented Marylanders. – Go Health Pro

Brown, Goldstein & Levy was a proud sponsor of Celebrate Pro Bono 2024, hosted on Wednesday, Oct. 23 by the Maryland Volunteer Lawyers Service (MVLS). The annual event was held at the Reginald F. Lewis Museum, where 10 awardees were recognized for their exceptional commitment to pro bono practice and to their communities.  In addition … Read more

The 18 Best Financial Advisor Conferences To Attend In 2025 – Go Health Pro

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The 18 Best Financial Advisor Conferences To Attend In 2025 – Go Health Pro

Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like … Read more

Weekend Reading For Financial Planners (October 26–27) – Go Health Pro

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Weekend Reading For Financial Planners (October 26–27) – Go Health Pro

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness of the … Read more

Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs – Go Health Pro

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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs – Go Health Pro

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. Though in practice, while a 1% AUM fee is a common ‘starting … Read more

Talking about inheritance has psychological as well as financial benefits – Go Health Pro

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Talking about inheritance has psychological as well as financial benefits – Go Health Pro

Any mention of inheritance taxes in a Monevator article invariably produces heat in the blog’s comments. One reason may be that few of us are talking about inheritance in real-life. Of course if you grew up in landed circumstances – strolling across the lower fields as your father waved his cane across your future realm … Read more

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