Broker Check

BFG News & Notes

April 10, 2018 - Crain's Baltimore Article

Last week, our own Kathleen Benjamin was featured by Crain's Baltimore in an article entitled, “If I knew then…” and we wanted to share it with you. 

Learn more

April 2, 2018 - Yehuda Berg's Quote

“Our contribution purely depends on our consciousness and our willingness to support those in need. To show vulnerability and accept the support of others, to share without expecting the credit, to give it our all and allow our hard work to decide the outcome, to understand that control can only be achieved with a shared responsibility.” 

Learn more

March 26, 2018 - Market Volatility

Last week, we saw continued market volatility, triggered mostly by lawmakers and politicians in Washington D.C.

Learn more

March 20, 2018 - Welcome Abigail Wenck! 

Please join our team in welcoming our newest employee. Abigail Wenck has joined our investment operations team and will be working alongside Becky Hartnett and Rachael Bayne in managing account maintenance and client service.

Learn more

March 5, 2018 - In like a lion, out like a lamb!

This past weekend, the Mid-Atlantic and Northeast saw an incredible Nor’easter that knocked down trees, cancelled flights, closed bridges, and left hundreds of thousands of people without power – in some cases for several days.

Learn more

February 20, 2018 - Personnel and Charitable Outreach

We have lots of great news to share today on two fronts – personnel and charitable outreach.

Learn more

January 29, 2018 - Heckerling Institute on Estate Planning

Last week our managing principal, Eric Brotman, attended the Heckerling Institute on Estate Planning. Here are some highlights from the conference.

Learn more

January 22, 2018 - New Members on Our Team

As we announced a few days ago, Lena Nebel, CFP®, MSFS joined our team of financial advisors last Tuesday, and we couldn’t be more thrilled to have her as a member of our firm. We’re pleased to announce a few other exciting pieces of news to all of our clients today as well.

Learn more

January 9, 2018 - Greetings From Frigid Maryland

Greetings from frigid Maryland, where temperatures have been hovering around 10 degrees and snow and ice have already wreaked havoc on school schedules and BFG’s meeting schedules in the early part of 2018.

Learn more

January 3, 2018 - New Tax System

As the sun came up on Monday, it rose not only over new year, but over a completely new tax regime for the United States.  Here are a few bulletpoints on the items which will impact most of our clients under the new tax system.

Learn more

December 18, 2017 - 401K and HSA Contributions

As of January 1st, several important contribution limits are changing, so if you intend to maximize contributions, make sure to let your H.R. department know in time for your first paycheck of 2018.

Learn more

December 11, 2017 - We Made The List

Money Magazine published an interesting list of “5 Milestones You Should Hit Before Turning 30,” which might be appropriate for members of your families.

Learn more

December 4, 2017 - Tax Reform

As featured in our “Weekly Market Review” the focus now is on the tax reform proposal in Congress. If this tax reform package passes prior to year-end, there may be actions recommended for many clients who pay quarterly estimated income taxes.

Learn more

November 27, 2017 - Annual Strategy Meeting

Starting January 1st and ending on June 30th, we will complete annual “physical exams” for all of our comprehensive financial planning clients.

Learn more

November 20, 2017 - Annual Toy Drive

In the spirit of the giving, we are pleased to announce our 3rd Annual Toy Drive to benefit the children of St. Vincent’s Villa in Lutherville, MD.

Learn more

November 14, 2017 - Exciting Week for BFG

It has been an exciting week for BFG, and especially for our financial advisor, Yanni Niebuhr. Yanni and his wife, Britney, became new parents late Friday night when Carter Steven Niebuhr was born.

Learn more

November 7, 2017 - Exciting news!

Our management team met with a space planner today and we are in the process of negotiating to take over and design the adjacent space in our building.

Learn more

October 30, 2017 - Good News for Retirement Savers

Last week, the IRS published all of the cost-of-living adjustments on various retirement plan savings for 2018, and these numbers will impact the planning for many of our client families.

Learn more

October 23, 2017 - Secure Document Upload

In light of the recent cyber-security breaches, more emphasis than ever is being placed on document security and identity protection. At Brotman Financial Group, we have created a video to demonstrate to clients how to upload documents to our secure server with Egnyte, rather than sending them by snail mail or e-mail. 

Learn more

October 17, 2017 - BEACON Award

Last week, Eric Brotman received the 2017 Leading BEACON Award from Salisbury University and gave a keynote address for the Salisbury Area Chamber of Commerce.

Learn more