Blog

The articles in this blog are intended to provide information for the benefit of our clients.  Any mention of specific investments is not an offer or recommendation of a particular investment. Portfolio commentary represents an opinion on positions and actions broadly, and is not directed to individual client portfolios, each of which is tailored to a client’s goals, investment objectives, and risk tolerance.  Additionally, any charts or graphs appearing in articles should not be relied on without considering other factors when making investment decisions.  Information about investments may change frequently, and, therefore, Buttonwood maintains no duty to update readers on the opinions reflected in these articles. If you have any questions about any of the articles in this blog, we welcome a call from you at 410-988-2391. 

Friday, December 11, 2020

The attached video describes three actions you can take to add layers of security to your online interactions:Multi Factor Authentication (MFA), also called Two Factor Authentication(2FA)Bank AlertsFreezing Your Credit

Tuesday, November 3, 2020

OPEN ENROLLMENTEach year many employers, particularly larger companies, offer their employees a chance to enroll in benefits or change their prior elections. In the accompanying video, Alexandra Stewart CFP® highlights the common...

Friday, August 7, 2020

When a child turns 18 years old - the average age of a college freshman - they become legal adults.If your adult college student has a health crisis while away at school, without the proper estate planning documents, you will not have...

Thursday, April 9, 2020

Damian Gallina, CFABy now you’ve heard us explain the key tenets of Buttonwood’s investment policy, which is meant for tough times as well as boom times. In this article, we want to share some of the actions we’ve...

Wednesday, April 8, 2020

Damian Gallina, CFAWhen any one stock falls to extremely depressed levels, there are things you can do to gain some tax advantages. Unfortunately, when an investment falls sharply inside your IRA, selling it doesn’t result in a...

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Monday, March 9, 2020

When any one buyer meets any one seller, they become a market. More often than not, there is some balance between groups of buyers and sellers, and prices are nudged one direction or another based on which group is more eager to accept...

Monday, January 27, 2020

Alexandra Stewart, CFPRoth IRAs offer enticing incentives to savers. Growth accumulates tax-free, withdrawals in retirement can be made tax-free, and you can take out your contributions at any time tax-free and penalty-free. We like...

Monday, January 27, 2020

Damian Gallina, CFATo save taxes over a lifetime, we prefer to buy investments worth holding and then let them compound over a very long time. Deferring taxes lets our clients hold onto capital that can compound and grow. Essentially,...

Monday, October 1, 2018

Damian Gallina, CFAAlex, Gennadiy, and I recently attended a financial planning conference. Besides two and a half days of technical classes, we heard several keynote speakers, including an exciting, lesson-packed talk by Alison Levine...