Hunt Valley Wealth

The Baltimore Orioles are in the Wild Card Playoffs! ⚾️ Yesterday marked the start of something incredible as the Orioles took on their first game in the Wild Card Playoffs. This moment is a powerful reminder of the strength and determination that comes from working together toward a common goal. At Hunt Valley Wealth, we believe in the power of teamwork just as strongly. Like the Orioles, we find success is built by supporting one another, lifting up teammates and clients, and ensuring everyone is set up to win. Looking forward to celebrating more victories, both in sports and in our collective endeavors. #Orioles #Teamwork #WildCardPlayoffs #HuntValleyWealth #SuccessTogether #BaltimoreOrioles

Congratulations to Gennadiy Todd, CFP® for being recognized as one of Financial Planning's 2024 Rising Stars! This prestigious honor is awarded to financial professionals who have demonstrated exceptional work ethic, passion for service, and a commitment to advancing the industry—all within less than 10 years of experience. As a proud team member at Hunt Valley Wealth and The Colony Group, Gennadiy continues to lead with innovation and dedication, setting a new standard for the future of financial planning. We couldn’t be more thrilled to celebrate this incredible achievement! https://lnkd.in/eXz_TwFp Financial Planning’s 7 Rising Stars was awarded to Gennadiy Todd on 09/24/2024, based on data provided as of 5/31/2024, submitted by Hunt Valley, prior to its merger into The Colony Group on 06/01/2024. No compensation was paid for consideration for this award.

Happy #WorldGratitudeDay! Today is a perfect opportunity to take a few mindful moments to reflect on the things we are grateful for. At Hunt Valley Wealth, we are grateful for the opportunity to support our fantastic clients through every stage of life, ensuring they and their loved ones thrive. Let's celebrate gratitude today and every day.

Happy Labor Day! Join the team at Hunt Valley Wealth, as we recognize and celebrate the dedication and resilience of American workers. Cheers to all the hardworking individuals. Wishing you a joyful and relaxing Labor Day! #HuntValleyWealth #LaborDay

We are excited to announce that Lauren Szczybor Jones CRPC has joined the Hunt Valley Wealth team as our newest Wealth Advisor! Lauren Szczybor joins us from T. Rowe Price, where she worked as a Senior Financial Consultant. Please join us in welcoming Lauren to the Hunt Valley Wealth family.

As a business owner, your time is valuable. Balancing the demands of your enterprise, home life, and community involvement can make managing personal finances a challenge. At Hunt Valley Wealth, we partner with business owners to maximize the value of their business and personal wealth, helping you leave a lasting mark on the world. One Client’s Story: We worked with the owner of a manufacturing company to manage his personal finances. Through a comprehensive financial plan, we prepared for the sale of his business, minimizing tax liabilities and maximizing retained wealth for philanthropic goals. How We Helped: - Developed a financial plan addressing near-term and long-term objectives. - Established a cash balance plan to accelerate retirement savings. - Created an intentionally defective grantor trust for tax-efficient business sale. - Developed an investment strategy for continued wealth growth into retirement. Ready to maximize your financial potential? Let’s have a conversation about how Hunt Valley Wealth can help you achieve your goals. 👉 Contact us today to start the conversation: https://lnkd.in/egRe-jvt

Today, we honor the extraordinary commitment of our volunteer firefighters. According to the National Volunteer Fire Council, 65% of the more than one-million firefighters in the US are volunteers, and nearly 19,000 of the 29,000 fire departments across the country are volunteer-run. Join the team at Hunt Valley Wealth in celebrating National Volunteer Firefighters Recognition Day and acknowledging the invaluable service these heroes provide. #FireFighters #CommunityHeroes #HuntValleyWealth

Caring for both aging parents and children is a challenging balancing act faced by many in their 40s and 50s. In our recent webinar, "The Balancing Act: Wellness, Family, and Retirement for the Sandwich Generation," we explored strategies to maintain quality of life while managing these responsibilities. Key Takeaways: - Travel & Wellness: Discover how multi-generational travel can be a vital self-care tool. - Care Management: Learn about effective care management and resources to avoid caregiver burnout. - Financial Planning: Find out how to create a retirement plan while meeting family needs. Navigating the complexities of the sandwich generation requires careful planning and support. Our experts shared insights on managing financial and caregiving responsibilities to ensure well-being for all generations. 👉 Read the full blog and watch the webinar recap here: https://lnkd.in/eS8DtVuN

We are excited to announce that Gennadiy Todd has joined the Hunt Valley Wealth team as our newest Wealth Advisor! Gennadiy joins us from Verdence Capital Advisors, where he worked as a Financial Planner. Gennadiy is a Certified Financial Planner®. Please join us in welcoming Gennadiy to the Hunt Valley Wealth family.

The second quarter of 2024 brought a mix of challenges and opportunities for investors. Our latest market review dives into key trends, including inflation outlooks, stock performance, and the ongoing impact of AI on the market. Key Highlights: - The Fed's rate decisions continue to influence market dynamics, with stocks gaining as inflation cooled. - The S&P 500 saw a 4.27% gain this quarter, driven largely by "The Magnificent Seven" tech stocks. - Despite volatility, maintaining a long-term perspective remains crucial. Understanding these insights can help you navigate the complexities of the market and make informed investment decisions. 👉 Read the full commentary here: https://lnkd.in/eBwPNmd8