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November/December 2016 Issue:
PLANNING CORNER
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WHAT'S NEW AT BMc?
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BMc IN THE NEWS
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CLIENT SPOTLIGHT
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GET TO KNOW
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BMc SPEAKER SERIES
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RECOMMENDED READING
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BY THE NUMBERS
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We ring in 2017 with our annual Key Numbers update for the coming year. In this month's article, we will bring you up-to-date on both the small numbers, such as a the modest Social Security cost-of-living adjustment of 0.3%, to the large numbers such as the new threshold reached for the Maryland estate tax exemption which will increase to $3,000,000 next year.
Click here to read more about the key numbers that could impact you in 2017.
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Save the Date!
On May 2, 2017, clients are invited to join us at Hayfields Country Club for the "State of the Media" with Trif Alatzas, publisher and editor-in-chief of The Baltimore Sun.
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Think it's too late to switch careers, take a sabbatical or start your own business? Think again: it's only your information that's out of date. Using reams of recent research, the
If you've resolved to drop those holiday pounds,
beware your
microbiome
- the community of bacteria that break down food. A recent study found that overindulgence quickly changes the community's make-up, while dieting restores the balance far more slowly. Unfortunately, this helps to explain why we five pounds but tend to gain back 10,
The Atlantic reports
.
Can you harness the winds of change? In "Thank you for being late: An Optimist's Guide to Thriving in The Age of Accelerations,"
Thomas L. Friedman explores the increasing pace of technology, market forces and climate change. Borrowing from Seattle songwriter Brandi Carlile, Friedman says it's possible to dance in the hurricane - but only if you're standing in the eye. For more information,
click the New York Times piece here.
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$165 Billion
Total US exports to China in 2015 versus $17 billion in 1999. (Source: Commerce Department)
$490,502
Estimated aggregate four-year cost for private college for a child in kindergarten today. (Source: College Board)
18.9%
Percentage of individual investors "bullish" on US stocks five days before the bull market began in March 2009. (Source: AAII)
5
Number of U.S. banks failures on Nov. 5, 2016, which is on pace to be the fewest since 2007. (Source: Federal Deposit Insurance Corporation)
32%
Percentage of Millennials living with a parent. (Source: Pew Research Center)
4 hours and 28 minutes
The time it took the Cubs to beat the Indians in the 2016 World Series finale. (Source: Major League Baseball)
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J
udy Brown
and Susan Mitcheltree
volunteered at the "Invest in Girls" initiative that drew about 40 or so high school aged girls from schools in and around the Baltimore area. The goal was to educate them on financial planning as a career, put them through a mock financial planning case and explore goals and career aspirations.
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Melanie Hagan
joined her Stevenson University Alumni Board colleagues to prepare and serve dinner to more than 45 cancer patients at the American Cancer Society Hope Lodge in downtown Baltimore. The Hope Lodge Baltimore provides a free, home-like atmosphere with access to Baltimore medical facilities for cancer patients who have traveled to the area for treatment.
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Kim Silvestri
was appointed to GBMC's Oncology Patient and Family Advisory Council. She will help the board continue to seek opportunities to improve cancer care, provide input on new programs and services, and pursue ideas to enhance overall cancer care services.
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David Berman
was tapped by The Baltimore Sun for his expertise around passive and active investing. Read his interview in the story, "Passive investing is no fad, financial experts say," here.
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Pam and David Bryden
just returned from a mission trip to Nakuru, Kenya, working with their church, Port City Community, and Mama Hellen's Rehabilitation Center, an organization that reaches out to the many street children prevalent in Kenya to give them a safe place to live, learn, and grow.
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Congratulations to
Charles and Lois Burton
being named "Family Feud" finalists! Their daughters encouraged them to audition and Lois told us that while it looks easy when you are watching it at home, on stage with an audience felt a lot different. The Burtons shared lots of laughs during the try out and enjoyed their moment of stardom!
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Dr. Ira Levine
was named Chief of Surgical Services for the Montana Veterans Administration Health Care System. Way to go Ira! You're a great surgeon and the veterans in the northwest are fortunate to have you at the helm.
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Susan Mitcheltree
and her family recently welcomed eight-week-old German Shepherd, C.J., to their pack! C.J. is full of energy and loves to chew on everything.
True to Shepherd form, he enjoys roaming the Mitcheltree's four-acre yard - patrolling, sniffing and inspecting all the new sights and sounds.
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