In The News

Here are a selection of articles that feature our Wealth Management Team


Bernard R. Wolfe Named in Top 400 Financial Advisors in America
Bernard R. Wolfe – The Wall Street Journal – May 6, 2013

Bright Idea
Bernard R. Wolfe – Smart CEO – May 2013

“Bernard R. Wolfe People on the Move”
Bernard R. Wolfe – Washington Business Journal – May 6, 2013

"Avoiding a Panic Sale Pays Off for Client"

The Wall Street Journal

"Is Your Money Safe?"

"Bernie Wolfe, Former Pro Goalie, Focuses on Financial Saves"

"Tips for Making Financial Resolutions Come True"
WUSA 9, Fairfax, VA
"Investing Outside the Box"
Washingtonian, December 2010
"They Know Money" - Recognized as one of Washington's
Top Financial Planners Washingtonian, November 2010

"3 Things You Should Know About 529s"*

"Paying for College?, Don't Flunk Retirement!"
Fidelity Insights, May 2010 
They Know Money” - Recognized as one of Washington's
Top Financial Planners Washingtonian Magazine, January 2009
Ask the Experts”
The Washington Post, July 20, 2008
“Off To Work They Go, Even After Retirement Age”
USA Today, August 31, 2007
“The Burden of Being A Burden”
Washington Smart CEO, July 2007
"Max Out Contribution Limits to Prepare for Retirement"
Washington Post, March 5, 2006
“Investors Take Stock of Companies’ Debt & Dividends”
Washington Business Journal, May 2, 2003
“Jock Tax Follows Athletes to Their Place of Work”
The Washington Post & Affiliated Newspapers, February 23, 2003
“Boomers Generally Happy with Life”
Scripps Howard New Service, November 20, 2002








There is no guarantee that the plan will grow to cover college expenses. In addition, depending upon the laws of your home state or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 college savings plans may be available only if you invest in the home state's 529 college savings plan.  Any state-based benefit offered with respect to a particular 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision. You should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances and also may wish to contact your home state or any other 529 college savings plan to learn more about the features, benefits and limitations of that state's 529 college savings plan. You may also go to for more information.


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