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Speak with a Financial Expert

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 ...
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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 ...
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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! ...
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9 Insights into PPP Loan Forgiveness for the Self Employed

Posted by Samantha Sachs, CPA on June 22, 2020
 
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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 ...
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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 ...
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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 ...
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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.
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Topics: Investment News

The CARES Act

Posted by Samantha Sachs, CPA on March 30, 2020
This past Friday, the House of Representatives passed the CARES Act, and President Trump signed the bill into law. The law contains many tax law changes and much needed economic measures. Below are some of the key provisions in the Act.
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Topics: Tax News, Retirement Planning, Business Owner News

6 Best Strategies to Work Through the Crisis

Posted by Jim Kantowski, CFP®, CPA on March 24, 2020
“Am I going to be all right?” This question is what most people are trying to answer in the midst of current events. That’s completely understandable. That makes you human.
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