June 27 2018

MRW - Podcast - OPEN SHOW - June 27, 2018

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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June 20 2018

MRW - Podcast - Cheri Dorsey (guest) - June 20, 2018

This week, Drew and Chris are joined by Cheri Dorsey and they discussed Estate Planning.

Cheri focuses her practice in the areas of estate planning, estate administration and trust administration. Her goal is to have a warm ear and a kind heart as she helps individuals and families navigate the difficult issues of planning for disability and death. Cheri advises clients on basic topics such as powers of attorney documents, Advance Directive documents, Last Wills and Testaments and Revocable Living Trusts, as well as more complex topics such as life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, and qualified personal residence trusts.

Cheri has experience assisting clients in fulfilling their charitable wishes, from entering into pledge agreements with organizations, to creating charitable organizations. She also has the unique experience of working with artists and art collectors, guiding them in achieving their goals for the continuity of their collections.

Cheri spends considerable time working with business owners with regard to their succession planning, particularly with respect to transferring interests in family businesses to the next generation through various gifting and other transfer techniques.

Holding the hand of the surviving spouse and other family members after the death of a loved one is one of Cheri’s strengths due to her ability to sympathize. She regularly handles the administration of trusts and estates, and often serves as a fiduciary with respect to those matters.

When Cheri is not helping her clients, she enjoys spending time with her husband, Todd, her daughter, Josie, and her son, Cole, as well as more extended family. The Dorsey family lives in Parkton, Maryland, and they enjoy music, various sports and attending Hunt Valley Church.

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June 13 2018

MRW - Podcast - OPEN SHOW - June 13, 2018

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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June 6 2018

MRW - Podcast - Niall O_Malley (guest) - June 6, 2018

This week, Drew and Tom are joined by Niall O'Malley and they discussed “Where to invest in this turbulent year of 2018.”

Niall O’Malley serves as Blue Point’s Portfolio Manager. He leverages a keen understanding of the creative/destructive cycle that governs innovation, 12-years of international experience, and his understanding of the capital markets to seek capital appreciation for clients.

Niall has often been quoted in the press by the Baltimore Business Journal, Baltimore Sun, Bloomberg, China Business News, Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha and The Trade. He has been a radio show guest on VoiceAmerica's Insightful Investor, and WCBM's Money, Riches and Wealth. Niall has been invited as a guest speaker by groups including the American Association of Individual Investors Baltimore Chapter, Baltimore Business Journal, Baltimore Family Office Group, CFA Society Germany, CFA Society Philadelphia, CFA Society Pittsburgh, CFA Society Stamford, CFA Society Switzerland, CFA Society Virginia, Johns Hopkins Carey School of Business, Loyola University Financial Management Association, Towson University Investment Group’s International Markets Summit, The Wednesday Club and Washington Association of Money Managers.

Niall earned a B.A. in Political Science from Acadia University in Nova Scotia, Canada. He studied for a year at the Institute for European Studies Vienna, Austria, and received an MBA in Finance and Investments with minors in Business Law and Taxation from George Washington University. He passed Level II of the CFA examination in 2005, and holds FINRA’s Series 65 License.

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May 30 2018

MRW - Podcast - OPEN SHOW - May 30, 2018

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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May 23 2018

MRW - Podcast - Ron Pachino (guest) - May 23, 2018

This week, Drew and Chris are joined by Ron Pachino.

 

Mr. Pachino has more than 30 years of public accounting experience, including an extensive knowledge of tax laws and regulations, tax and accounting research skills, business valuations of closely held companies, forensic accounting, as well as financial statement preparation. He uses his specialized experience to assist clients in the following industries: commercial construction, residential construction, development, distribution, retail, hospitality, government contractors and services.

Mr. Pachino performs litigation support services, including expert testimony, forensic accounting and business valuation. His litigation support experience extends to civil litigation, family law, bankruptcy, estate and gift tax, mergers and acquisitions,
dissenting shareholder cases, economic losses, and international mediation.

Mr. Pachino has prepared and/or supervised hundreds of business valuations and has testified in court cases, hearings, mediation and depositions involving forensic accounting, valuation of closely held businesses and fractional interests of non-marketable securities and tax matters. He has been admitted as an expert witness in several jurisdictions involving forensic accounting,
business acquisitions, business valuations, bankruptcies and tax matters.

Prior to joining PBMares, Mr. Pachino was the Director of Valuation and Forensic Services for a Maryland-based certified public accounting and management consulting firm. As Director of Valuation and Forensic Services, he provided expert guidance of litigation support services to the region's leading attorneys, their clients and area corporations. Mr. Pachino's responsibilities included valuations of closely held companies, forensic accounting services, strategic business planning, succession planning, business consulting, mergers and acquisitions, business loss computations, capital formation, auditing, accounting and tax compliance services.

Mr. Pachino has lectured to certified public accountants, bankers, attorneys, insurance agents and securities advisors on a variety of business valuation topics. In addition, he has taught accounting and finance courses for the Baltimore City Community College.

Professional affiliations for Mr. Pachino include membership in the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants.

Mr. Pachino received his undergraduate degree from the Towson University and his Masters in Business Administration from Loyola University Maryland. His continuing education includes various courses and lectures offered by the American Society of Appraisers, the Institute of Business Appraisers, The National Association of Certified Valuation Analysts, the American Institute of Certified Public Accountants, SEAK, Inc., The Association of Certified Fraud Examiners and others.

In addition to being a licensed Certified Public Accountant (CPA), Mr. Pachino has earned the Accredited in Business Valuation (ABV) and Certified Financial Forensics (CFF) designations from the AICPA. He has also earned the Chartered Global Management Accountant (CGMA) designation.

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May 16 2018

MRW - Podcast - Rachel Sherman (guest) - May 16, 2018

This week, Drew and Chris are joined by Rachel Sherman.

Rachel Sherman is Associate Professor of Sociology. She is broadly interested in how and why unequal social relations are reproduced, legitimated, and contested, and in how these processes are embedded in cultural vocabularies of identity, interaction, and entitlement. Empirically, she uses ethnography and in-depth interviewing to investigate service work, consumption, and increasing economic inequality in the contemporary U.S. context.

Her first book, Class Acts: Service and Inequality in Luxury Hotels (University of California Press, 2007), draws primarily on participant observation research to analyze how workers, guests, and managers in these hotels made sense of and negotiated the class inequalities that marked their relationships.

Uneasy Street: The Anxieties of Affluence (Princeton University Press, 2017), Professor Sherman's second book, uses in-depth interviews to explore the lived experience of privilege among wealthy and affluent New York parents. The book has been covered or reviewed by the New York Times, the New York Post, the Times of London, Vice, the Financial Times, Commentary, Nature Books in Brief, and the BBC World Service. An adapted excerpt appeared at The Guardian. Sherman's essay for the New York Times Sunday Review, published in conjunction with the book, is here.

Professor Sherman has also conducted research on the contemporary U.S. labor movement; on expert service work, especially the "lifestyle management" industry; and the interactive artwork of Tino Sehgal. She has recently received funding from the New School Provost's Office and the Heilbroner Center for Capitalism Studies to conduct preliminary research on food services in the airline industry.

Professor Sherman's teaching includes courses on qualitative methods, class, work and labor, social movements, culture, and consumption.

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May 9 2018

MRW - Podcast - OPEN SHOW - May 9, 2018

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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April 25 2018

MRW - Podcast - OPEN SHOW - April 25, 2018

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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April 18 2018

MRW - Podcast - OPEN SHOW - April 18, 2018

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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