Money, Riches & Wealth - The Podcast

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! ...

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.

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! ...

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.