Speak with a Financial Expert
Speak with a Financial Expert

The 5 Most Tax-Efficient Investments For Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on July 23, 2020
You want to hold onto as much of your wealth as possible—but you know that’s easier said than done, especially when it comes to taxes. One way to save money at tax time that doesn’t require you to constantly track your expenses is by using tax-efficient ...
Read More

Topics: Investment News, Wealth Management

What Is Fiduciary Wealth Management (& How Will It Benefit You)?

Posted by Jim Kantowski, CFP®, CPA on July 16, 2020
Trusting someone to manage your money is a big decision. You need to know that your wealth is in good hands, and that whoever you choose to look after it is not only knowledgeable in their field, but will act with your best interests in mind. That’s why it’s ...
Read More

Topics: Investment News, Wealth Management

Quarterly Market Review - 2020, Q2

Posted by Jim Kantowski, CFP®, CPA on July 15, 2020
With the close of the 2nd Quarter of 2020, the uncertainty of the spread of the coronavirus is still being felt around the globe and the outcome of its effects, from both a human and financial perspective are still unknown. Fortunately, we have seen a significant ...
Read More

Topics: Investment News

Family Investment Options: Securing Your Family’s Financial Future

Posted by Jim Kantowski, CFP®, CPA on July 13, 2020
Choosing to secure your family’s future by creating a financial plan that includes all aspects of your life and family, to build and preserve your wealth, is one of the most important decisions you’ll ever make. There’s no one-size-fits-all approach to family ...
Read More

Topics: Investment News

Welcome Lyn Dippel, JD, CFP®!

Posted by Jim Kantowski, CFP®, CPA on July 03, 2020
Bay Point Wealth is excited to announce that Lyn A. Dippel, JD, CFP® has joined the firm as a Partner and Senior Advisor. Lyn brings over 18 years of experience, and she is one of Washingtonian magazine’s “Top Wealth Advisors” for 7 years running! ...
Read More

9 Insights into PPP Loan Forgiveness for the Self Employed

Posted by Samantha Sachs, CPA on June 22, 2020
 
Read More

Topics: Business Owner News

How to Build a Crisis-Ready Portfolio

Posted by Jim Kantowski, CFP®, CPA on May 20, 2020
Over the last 20 years, we have endured three crises that have impacted our lives and our portfolios: the Tech Bubble, the Housing Bubble and Crash of 2008, and now COVID-19. We are often asked what to do during times like this, but the reality is that your ...
Read More

Topics: Financial Planning, Investment News

Giving Tuesday in May

Posted by Elizabeth Wolleben Yoder, CFP on May 05, 2020
You may have seen the national fundraising campaign #GivingTuesdayNow which kicks off today, May 5, 2020. What has typically been a day to kick off thoughts of holiday giving in October, has been moved up to meet the needs of non-profits during the Covid-19 ...
Read More

Topics: Financial Planning

Coronavirus Scams on the Rise

Posted by Billy Hufnell on April 13, 2020
Amid the coronavirus pandemic, scammers are capitalizing on people’s sense of fear and anxiety with false claims that often appear legitimate. They are claiming to have testing kits for the virus, medical supplies, health insurance products, and other offers aimed ...
Read More

Topics: Financial Planning

Quarterly Market Review - 2020, Q1

Posted by Jim Kantowski, CFP®, CPA on April 07, 2020
As the 1st Quarter of 2020 comes to a close the uncertainty of the spread of the new coronavirus is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
Read More

Topics: Investment News