In the News
"2019 Five Star Wealth Manager"
January 15, 2019
Congratulations to our CEO, Eric Brotman, on being named a 2019 Five Star Wealth Manager! Click below to see our firm’s profile, as it will appear in the February issue of Baltimore Magazine.
"From retirement to debt management, here's how
different generations approach financial planning"
December 13, 2018
Baltimore Business Journal
Eric Brotman recently spoke to the Baltimore Business Journal about the aspects of advising Baby Boomers, in a feature about how different generations approach financial planning.
"Expert Gives Holiday Financial Tips"
November 18, 2018
How much are you planning to spend this holiday season? Eric Brotman recently appeared on WBAL-TV to share some practical ways to keep your spending under control and avoid the financial stress often associated with the holidays.
"Important News in the Financial World"
June 3, 2018
Three recent changes from the federal government have significantly impacted the financial planning industry. In his most recent appearance on WBAL-TV, Eric Brotman explains what investors and consumers need to know about these events.
"Important Financial Lessons for Kids of All Ages"
April 1, 2018
April is Financial Literacy Month, and it’s never too early – or too late – to start teaching your children healthy spending and saving habits. Eric Brotman recently appeared on WBAL-TV to talk about important financial lessons for kids of all ages.
"Four Ways to Pay Less Taxes Now"
February 25, 2018
While no one enjoys paying taxes, it is possible to lessen your tax burden with the right strategy. Eric Brotman recently appeared on WBAL-TV to share four proven strategies that will help almost anyone save on their taxes.
"Controlling Holiday Spending"
December 3, 2017
In his most recent appearance on WBAL-TV, Eric Brotman discusses a few practical ways to keep your spending under control and avoid the financial stress often associated with the holidays.
"Eric Brotman speaking at the 2017 BEACON Event at Salisbury University"
October 11, 2017
Eric Brotman spoke at a special VIP Dinner hosted by The Salisbury Area Chamber of Commerce and BEACON at Salisbury University. Held on campus at the Scarborough Student Leadership Center, the quarterly event featured Eric discussing his journey to success, the principles and strategies necessary to achieve financial goals, and the dynamics of responsible and insightful retirement planning. Eric drove home the necessity to be prepared for all possible obstacles, whether external or internal, moving towards fiscal security in later life. The occasion brought several dozen of the area’s elite business and community leaders, and was very well received. At the end of the event, BEACON Director Dr. Memo Diriker gave Mr. Brotman a small statuette, recognizing him as the 2017 BEACON Leader of the Year.
"Retirement Savings Tips for Millennials"
August 27, 2017
In his most recent appearance on WBAL-TV, Eric Brotman shared tips to help millennials maximize their savings.
"Dealing with Debt"
May 7, 2017
In his most recent appearance on WBAL-TV, Eric Brotman talks about how to best reduce and restructure debt.
"The Cost Of Aging"
April 2, 2017
In his most recent appearance on WBAL-TV, Eric Brotman discusses how to financially prepare you for your senior years.
"Can You Afford to Retire?"
March 5, 2017
In his most recent appearance on WBAL-TV, Eric Brotman shares how to figure out how much you'll need to retire comfortably.
"Talking to Your Family About Your Estate Plan"
February 12, 2017
In his most recent appearance on WBAL-TV, Eric Brotman discusses what information is most important to share with the next generation, and how to guide those conversations successfully.