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Speak with a Financial Expert

Bay Point Supports The Complete Player Charity!

Posted by Jim Kantowski, CFP®, CPA on September 12, 2020
The Complete Player (TCP) was founded by former Orioles player Andy Schindling. It’s mission is to provide transformative learning experiences to underprivileged youth, equipping them with business fundamentals, leadership skills as well as social and emotional ...
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Topics: Giving Back

Asset Management Vs. Wealth Management, Explained

Posted by Jim Kantowski, CFP®, CPA on August 20, 2020
When you decide you’re ready to work with a financial advisor, it’s important to find the right fit for you based on your unique situation. Many firms specialize in certain areas, such as asset management or wealth management; their services differ in many ways. ...
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Topics: Wealth Management

Two Major Tax Opportunities for Business Owners

Posted by Bill Hufnell, CPA, CFP® on August 14, 2020
Earlier this year a new federal income tax act was passed called the Coronavirus Aid, Relief and Economic Security Act, The “CARES Act.” The act provides two tax planning opportunities that many business owners could benefit from.
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Topics: Tax News, Business Owner News

A Mindful Investment Experience

Posted by Jim Kantowski, CFP®, CPA on August 12, 2020
I’ve been learning a lot in the last year about mindfulness and meditation, thanks to the recent popularity of apps such as Calm, Headspace, and Waking Up. If I’m being honest, I admit I was a reluctant participant at first. But the concepts have grown on me—and ...
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Topics: Investment News

Goals-Based Wealth Management: What Is It?

Posted by Jim Kantowski, CFP®, CPA on August 06, 2020
Financial planning can sometimes seem like an overwhelming process, but you can make it more straightforward—and effective—by taking a goals-based approach to wealth management, either on your own or with a financial advisor. Goals-based (or ...
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Topics: Wealth Management

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 ...
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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 ...
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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 ...
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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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