Generated by All in One SEO Pro v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # Vision Wealth Partners Comprehensive, fee-based financial planning in Columbia, MD. ## Sitemaps - [XML Sitemap](https://www.vision-wealth.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Market Update: May 2023](https://www.vision-wealth.com/market-update-may-2023/) - Markets pulled back in May; the Nasdaq rose, other U.S. markets were flat or down, and international markets declined. - [Market Update: July 2026](https://www.vision-wealth.com/market-update-july-2026/) - A sell-off in July hit the tech-heavy Nasdaq the hardest, but corporate earnings continued to exceed analyst expectations. - [Your Role as an Executor](https://www.vision-wealth.com/your-role-as-an-executor/) - Josh Weszka explores a step-by-step guide to help you in your role as executor and offers tips for getting organized and putting a plan in place to settle the estate as effectively and efficiently as possible. - [Market Update: June 2026](https://www.vision-wealth.com/market-update-june-2026/) - Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. - [Family Business Planning](https://www.vision-wealth.com/family-business-planning/) - Before you ever calculate your business’s value or consider advanced exit strategies, the real work begins with defining your vision, your goals, and the legacy you want to leave. - [Selling a Concentrated Position Using a Charitable Remainder Trust](https://www.vision-wealth.com/selling-a-concentrated-position-using-a-charitable-remainder-trust/) - There are multiple strategies available to help owners of concentrated stock positions mitigate risk and minimize taxes, but a charitable remainder trust could do those things and more. - [Market Update: April 2026](https://www.vision-wealth.com/market-update-april-2026/) - Markets staged a strong rebound in April, offsetting much of the weakness seen in March. Improving corporate fundamentals and shifting investor sentiment helped drive the rally. - [Vision Wealth Partners Named to the Prestigious National Association of Plan Advisors’ (NAPA) List](https://www.vision-wealth.com/vision-wealth-partners-named-to-the-prestigious-national-association-of-plan-advisors-napa-list/) - Vision Wealth Partners named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Team. - [Five Financial Habits for Long-Term Success](https://www.vision-wealth.com/five-financial-habits-for-long-term-success/) - In personal finance, it’s not just about how much you earn; it’s about how you manage what you have. Whether you’re fresh out of college, eyeing retirement, or somewhere in between, developing strong financial habits is critical for long-term success. Charles Bubeck discusses habits that positively affect your financial future. - [Market Update: February 2026](https://www.vision-wealth.com/market-update-february-2026/) - February was a challenging month for stocks, as concerns surrounding the disruptive nature of AI and shifting geopolitical risks weighed on investor sentiment. Domestic equities ended the month in the red; however, bonds and foreign stocks fared better. - [OBBBA Refresher for Tax Season](https://www.vision-wealth.com/obbba-refresher-for-tax-season/) - As we get into tax season, it's important to consider recent legislative changes. Special guest Ryan Ham from GRF joins Jason Weszka for a discussion on OBBBA updates for the upcoming tax season. - [Maximizing Equity Compensation](https://www.vision-wealth.com/maximizing-equity-compensation/) - For executives and employees at larger companies, equity compensation often represents a significant portion of total income. However, understanding, planning for, and maximizing this form of compensation can be complex. Here are some common mistakes to watch out for. - [Vision Wealth Recognized By Forbes for Third Consecutive Year](https://www.vision-wealth.com/vision-recognized-by-forbes-for-third-consecutive-year/) - Vision Wealth Partners is proud to announce its third consecutive recognition as a Forbes Best-In-State Wealth Management Team, a reflection of the team's dedication to excellence and industry leadership. - [Lou Glantz Joins Vision Wealth as Investment Operations Manager](https://www.vision-wealth.com/lou-glantz-joins-vision-wealth-as-investment-operations-manager/) - Lou Glantz Joins Vision Wealth as Investment Operations Manager - [Important Conversations During Holidays](https://www.vision-wealth.com/important-conversations-during-prime-holidays/) - The holidays are an opportunity to have important conversations. You may be inclined to keep the chats light and easy, but there’s one subject you could be discussing, even though it might be uncomfortable: estate planning. Jason Weszka dives into why now is the time. - [Why AI Can't Replace Your Financial Advisor](https://www.vision-wealth.com/why-ai-cant-replace-your-financial-advisor/) - Artificial intelligence (AI) is transforming how we shop, communicate, and manage our finances. AI tools provide convenient ways to monitor and organize your financial life, typically cost less than human services, and can process vast amounts of data in seconds. This may have you asking, do I still need a financial advisor? Jason Weszka discusses why the answer is a resounding yes! - [Spousal Lifetime Access Trust (SLAT)](https://www.vision-wealth.com/spousal-lifetime-access-trust-slat/) - With a properly structured spousal lifetime access trust (SLAT), a couple can retain access to assets while taking advantage of potential estate tax savings. Jordan Hucht provides an overview of SLATs and when they could be an effective strategy to consider. - [Market Update: July 2025](https://www.vision-wealth.com/market-update-july-2025/) - Markets kept rising in July, thanks to strong company earnings and growing optimism around global trade. - [Stock Option Strategies and Factors to Consider](https://www.vision-wealth.com/stock-option-strategies-and-factors-to-consider/) - Stock options allow you to benefit from an increase in the value of your employer’s stock without putting your own money at risk. Determining the optimal way to exercise stock options depends on a number of factors, including taxes, your personal financial situation, and your expectations for the company's stock price. - [Considerations in Trust Funding](https://www.vision-wealth.com/considerations-in-trust-funding/) - A trust is a common estate planning tool that can manage the distribution of your assets during your life and in the event of your death or incapacity. But as effective as trusts can be in managing assets, they can be completely ineffective if not properly funded. Jason Weszka discusses considerations in trust funding. - [Four Reasons to Consolidate Retirement Accounts](https://www.vision-wealth.com/four-reasons-to-consolidate-retirement-accounts/) - Managing retirement accounts spread among different custodians and financial services providers can be a big headache. Charles Bubeck discusses four reasons why consolidating your retirement plan accounts may be the cure. - [Market Update: April 2025](https://www.vision-wealth.com/market-update-april-2025/) - It was a challenging month for stocks, as markets experienced large swings throughout the month due to political uncertainty. - [Market Update: March 2025](https://www.vision-wealth.com/market-update-march-2025/) - It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent in the first quarter. - [Market Update: May 2025](https://www.vision-wealth.com/market-update-may-2025/) - The month of May reflected a more stable and optimistic tone compared to the volatility seen earlier in the year. - [The Merger and Acquisition Marketplace](https://www.vision-wealth.com/the-ma-marketplace/) - The local landscape for mergers and acquisitions is active and evolving. Special guest Steve Prichett from Evergreen Advisors joins Josh Weszka for a discussion on the current state of the M&A marketplace. - [Business Mergers, Acquisitions, and Succession Planning](https://www.vision-wealth.com/jordan-hucht-and-scott-osborn-discuss-mergers-acquisitions-and-succession-planning/) - For many business owners, an eventual exit is part of the long-term plan. Special guest Scott Osborn from Davis, Agnor, Rapaport, and Skalny joins Jordan Hucht for a discussion on business mergers, acquisitions, and succession planning. - [Have the Markets Stabilized?](https://www.vision-wealth.com/have-the-markets-stabilized/) - The past two months have brought a level of volatility that we haven’t seen in years, with multi-percentage-point daily moves becoming the norm as financial markets digest and react to a very fluid policy path being laid in Washington. - [Vision Wealth Partners Named to the Prestigious National Association of Plan Advisors’ (NAPA) List](https://www.vision-wealth.com/wealth-partners-named-to-the-prestigious-national-association-of-plan-advisors-napa-list/) - Vision Wealth Partners named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Team. - [A Guide to Reducing Tax Liability](https://www.vision-wealth.com/a-guide-to-reducing-tax-liability/) - Reducing your tax bill requires careful planning and understanding of tax laws. Jason Weszka discusses strategies for mitigating tax liabilities in various scenarios. - [Tariff Turbulence:
Five Things to Know](https://www.vision-wealth.com/tariff-turbulence-five-things-to-know/) - Just over two weeks ago, the S&P 500 reached a fresh all-time high on the heels of a red-hot start to the year for stocks. But the rally faded in the fortnight that followed on fear of a tariff-driven slowdown. - [Sue and Paul Brilhart](https://www.vision-wealth.com/real-client-testimonials/) - Discover what our clients are saying! Watch this heartfelt testimonial video to see how we've made a difference in their journey. Real stories, real results - [Stan Nolen with Plex Solutions](https://www.vision-wealth.com/stan-nolen-with-plex-solutions-testimonial/) - Discover what our clients are saying. - [Al Pickering with Kaizen Approach](https://www.vision-wealth.com/al-pickering-with-kaizen-approach-testimonial/) - Discover what our clients are saying. - [Ease Technologies](https://www.vision-wealth.com/ease-technologies-testimonial/) - Discover what our clients are saying. - [Chuck Bubeck](https://www.vision-wealth.com/chuck-bubeck-testimonial/) - Discover what our clients are saying. - [Market Update: February 2025](https://www.vision-wealth.com/market-update-february-2025/) - February was a challenging month for U.S. markets, as stocks sold off at the end of the month due to rising growth and geopolitical concerns. - [Buy/Sell Concepts for Business Owners](https://www.vision-wealth.com/key-buy-sell-concepts-for-business-owners/) - Gain clarity on buy/sell agreements and how they can safeguard your business’s future. Josh Weszka breaks down key planning concepts to help you navigate transitions with confidence. - [Overwhelmed by Medicare Decisions?](https://www.vision-wealth.com/overwhelmed-by-medicare-decisions/) - Navigating the Medicare landscape can be confusing; therefore, it's important to make informed decisions. Special guest Kevin Chaikin from MP Group joins Jordan Hucht for a discussion on Medicare coverage and supplemental policies. - [Vision Recognized By Forbes for Second Consecutive Year](https://www.vision-wealth.com/vision-recognized-by-forbes-for-second-consecutive-year/) - Vision Wealth Partners is proud to announce its second consecutive recognition as a Forbes Best-In-State Wealth Management Team, a reflection of the team's dedication to excellence and industry leadership. - [A Guide to Capital Gains Taxes](https://www.vision-wealth.com/a-guide-to-capital-gains-taxes/) - Capital gains taxes can be a headwind that investors face when making investment decisions. Josh Weszka discusses how capital gains taxes can impact portfolio returns and overall financial planning decisions. - [A Guide to Custodial Roth IRAs](https://www.vision-wealth.com/a-guide-to-custodial-roth-iras/) - Contributing to a Roth IRA is an extremely efficient way to save for retirement, even for children. Charles Bubeck discusses how to give your children a head start to retirement using a custodial Roth IRA. - [Q3 Review:
The Gain Train Rolls On](https://www.vision-wealth.com/q3-review-the-gain-train-rolls-on/) - The summer’s market action was highlighted by a sharp correction, followed by a quick recovery with broader participation as investors cheered the arrival of long-awaited rate cuts. - [When to Start Social Security Benefits](https://www.vision-wealth.com/when-to-start-social-security-benefits/) - Determining when to claim your Social Security benefits is an important decision and should be based on your own specific situation, goals, and income needs. - [Market Update: July 2024](https://www.vision-wealth.com/market-update-july-2024-2/) - The economic backdrop remains supportive, and signs of a soft landing continue to show in the data for the month of July. - [Market Update: August 2024](https://www.vision-wealth.com/market-update-august-2024/) - August’s economic data showed signs of continued economic growth as consumer and business spending rebounded. - [A Guide to
Tax Mitigation Stategies](https://www.vision-wealth.com/a-guide-to-tax-mitigation-stategies/) - Tax mitigation is a critical component to comprehensive financial planning. Josh Weszka discusses various tax strategies to consider throughout the year that can help maximize your overall tax efficiency. - [A Guide to
College Savings](https://www.vision-wealth.com/a-guide-to-college-savings/) - Charles Bubeck discusses the most popular vehicle for college savings, the 529 Plan. - [Market Update: May 2024](https://www.vision-wealth.com/market-update-may-2024/) - Markets rallied in May, with all three major U.S. indices up for the month. - [Market Update: June 2024](https://www.vision-wealth.com/market-update-june-2024/) - Markets continued to rise, with all three major U.S. indices growing in June. - [Q2 Review:
CPI, AI, and
New Highs](https://www.vision-wealth.com/q2-review-cpi-ai-and-new-highs/) - After stumbling out of the block in April, markets found familiar footing in May and pushed on to new highs, turning in a strong first half for stocks. - [A Guide to
529-to-Roth Rollover](https://www.vision-wealth.com/a-guide-to-529-to-roth-rollover/) - Jordan Hucht discusses how to transfer unused 529 funds to a Roth IRA for tax-free growth and future retirement needs. - [What a Financial Advisor Can
Do For You](https://www.vision-wealth.com/what-a-financial-advisor-can-do-for-you/) - Jason Weszka discusses reasons to consider a financial advisor, including the complexity of investment options and the ever-changing financial landscape that can be difficult to manage without professional guidance. - [Vision Wealth Partners Announces 2024 Scholarship Recipients](https://www.vision-wealth.com/vision-wealth-partners-announces-2024-scholarship-recipients/) - Vision Wealth Partners Announces 2024 Scholarship Recipients - [Market Update: April 2024](https://www.vision-wealth.com/market-update-april-2024/) - April Market Update 2024: Although economic data released in April showed continued strong levels of economic growth, inflation remains stubbornly high. - [A Guide to Benefit Decisions When Changing Jobs](https://www.vision-wealth.com/a-guide-to-benefit-decisions-when-changing-jobs/) - Charles Bubeck discusses benefit decisions when changing jobs. - [Q1 Review: Riding High](https://www.vision-wealth.com/q1-review-riding-high/) - The momentum that propelled financial markets higher at the end of last year continued in the first quarter, with the S&P 500 setting new records. - [Q3 Review: Reality Check](https://www.vision-wealth.com/third-quarter-review-reality-check/) - The market had a reality check in the third quarter as the tide turned behind a convergence of new and old concerns. - [Market Update: March 2024](https://www.vision-wealth.com/market-update-march-2024/) - March Market Update 2024: It was a positive March for stocks, capping off a strong quarter to start the year. - [Avoid Common Errors Surrounding Required Minimum Distributions](https://www.vision-wealth.com/avoid-common-errors-surrounding-required-minimum-distributions/) - Jason Weszka discusses ways to avoid common errors surrounding Required Minimum Distributions (RMDs). - [Charles Bubeck Takes on Expanded Role](https://www.vision-wealth.com/charles-bubeck-takes-on-expanded-role/) - Vision Wealth Partners proudly announces the well-deserved promotion of Charles Bubeck, AIF®, CPFA®. - [Market Update: February 2024](https://www.vision-wealth.com/market-update-february-2024/) - While the economic updates were largely positive in February, the stronger-than-expected growth also contributed to still high levels of inflation. - [A 7-Point Checklist for Your Estate Plan](https://www.vision-wealth.com/a-7-point-checklist-for-your-estate-plan/) - Josh Weszka reviews a 7-Point Checklist for Your Estate Plan. - [Market Update: January 2024](https://www.vision-wealth.com/market-update-january-2024/) - It was a strong start to the year, as all three major U.S. equity indices began the year in positive territory. - [Market Update: December 2023](https://www.vision-wealth.com/market-update-december-2023/) - Markets continued to rally in December, with the positive returns during the month contributing to a strong end to the year. - [Active Vs. Passive Portfolio Management](https://www.vision-wealth.com/examining-active-vs-passive-portfolio-management/) - Jordan Hucht discusses a polarizing topic in the investing world: active vs passive portfolio management. - [Vision Wealth Partners Recognized as Forbes
Best-In-State Team](https://www.vision-wealth.com/vision-wealth-partners-recognized-as-forbes-best-in-state-team/) - Vision Wealth Partners, a leading wealth advisory team, is proud to announce its recent recognition as a Forbes Best-In-State Wealth Advisor Team. - [Q4 Review: The Powell Party](https://www.vision-wealth.com/q4-review-the-powell-party/) - In a stark reversal of sentiment, the fourth quarter began with stocks and bonds reeling in fear of higher rates for longer, only to be reversed by Goldilocks economic data. - [Market Update: November 2023](https://www.vision-wealth.com/market-update-november-2023/) - Markets roared back in November, as interest rates dropped to September levels. - [Market Update: October 2023](https://www.vision-wealth.com/market-update-october-2023/) - Equity markets continued to drop in October, with all three major U.S. indices down for the third consecutive month. - [Market Update: September 2023](https://www.vision-wealth.com/market-update-september-2023/) - Equity markets fell for the second consecutive month in September, causing all three major U.S. indices to end the month and quarter in the red. - [10 Common Mistakes Made in Retirement](https://www.vision-wealth.com/10-common-mistakes-made-in-retirement/) - Josh Weszka discusses 10 Common Mistakes Made in Retirement - [A Guide to Mitigating Interest Rate Risk](https://www.vision-wealth.com/a-guide-to-mitigating-interest-rate-risk/) - Jordan Hucht discusses fixed income investment strategies to mitigate interest rate risk. - [Emotions of Investing](https://www.vision-wealth.com/emotions-of-investing/) - Jason Weszka discusses the emotional cycle in relation to market fluctuations. - [Q2 Review:
They Got It Wrong (Again)](https://www.vision-wealth.com/q2-review-they-got-it-wrong-again/) - Wall Street “experts” love to make short-term market predictions. There’s just one problem: They’re not very good at it. - [Roth Conversions](https://www.vision-wealth.com/roth-conversions/) - Jordan Hucht discusses when Roth conversions should be considered and how they can be an effective tool in long-term financial and estate planning. - [A Guide to Weathering Market Volatility](https://www.vision-wealth.com/weathering-market-volatility/) - Jordan Hucht of Vision Wealth Partners talks about what you should think about, focus on, and do when weathering market volatility. - [Philanthropic Strategies: Donor Advised Funds](https://www.vision-wealth.com/philanthropic-strategies-donor-advised-funds/) - Jason Weszka of Vision Wealth Partners talks about using philanthropic strategies like Donor Advised Funds to organize and structure giving. - [Building A Value Business or A Lifestyle Company](https://www.vision-wealth.com/building-a-value-business-or-a-lifestyle-company/) - Join us and get insights for business owners with Josh Weszka to determine whether you are building a value business or a lifestyle company. - [The Impact of Behavioral Finance](https://www.vision-wealth.com/the-impact-of-behavioral-finance/) - What impact does behavior have on your financial planning and investments? Watch Jordan Hucht discuss this topic as it relates to your financial future. - [Tax Loss Harvesting](https://www.vision-wealth.com/tax-loss-harvesting/) - Tax-loss harvesting allows you to sell investments that are down, replace them with reasonably similar investments, and then offset realized investment gains with those losses. - [A Guide to Corporate Retirement Plan Design](https://www.vision-wealth.com/a-guide-to-corporate-retirement-plan-design/) - Josh Weszka discusses two common structures for corporate retirement plan design — Defined Contribution and Defined Benefit — and presents six key features to consider. - [A Guide to Secure Act 2.0](https://www.vision-wealth.com/a-guide-to-secure-act-2-0/) - Charles Bubeck breaks down the key provisions of Secure Act 2.0 — a bill intended to make retirement saving more accessible and straightforward — including what is not included in the bill. - [Portfolio Distribution Strategies](https://www.vision-wealth.com/portfolio-distribution-strategies/) - For most investors, there comes a time when withdrawals are needed. Jordan Hucht discusses what it takes to design an optimal portfolio distribution strategy. - [Market Update: August 2023](https://www.vision-wealth.com/market-update-august-2023/) - Market performance in August reflected the underlying economy, including a slowdown in both business and consumer confidence. - [Alternative Investments](https://www.vision-wealth.com/alternative-investments/) - Jason Weszka discusses how alternative investments can fit into a diversified portfolio. - [Market Update: July 2023](https://www.vision-wealth.com/market-update-july-2023-2/) - Tech stocks continued to rally in July, leading to the Nasdaq performing well and U.S. indices up by single digits overall. - [Pros and Cons of
Non-Qualified Deferred Compensation](https://www.vision-wealth.com/pros-and-cons-of-non-qualified-deferred-compensation/) - Josh Weszka discusses pros and cons of non-qualified deferred compensation plans and how to navigate them for long-term success. - [Market Update: June 2023](https://www.vision-wealth.com/market-update-june-2023/) - It was a solid month and quarter for U.S. stocks. Economic signals were also positive, with strong job creation and improving confidence. - [Market Update: April 2023](https://www.vision-wealth.com/market-update-april-2023/) - Market Update April 2023 was a largely positive month for markets despite uncertainty. Risks remain, but over the long run, the outlook remains positive. - [Charles Bubeck Earns CPFA® Designation](https://www.vision-wealth.com/charles-bubeck-earns-cpfa-designation/) - Charles Bubeck has earned the Certified Plan Fiduciary Advisor (CPFA®) designation. - [A Guide to Portfolio Construction](https://www.vision-wealth.com/portfolio-construction/) - Jason Weszka discusses the benefits of Portfolio Construction and the factors that weigh into portfolio design in this latest video. - [Market Update: March 2023](https://www.vision-wealth.com/market-update-march-2023/) - Market Update March 2023 saw markets rebound, bringing all three major U.S. indices into positive territory. Risks are worth monitoring, but the outlook is still promising. - [Company Sponsored Retirement Plan: Roles & Responsibilities](https://www.vision-wealth.com/company-sponsored-retirement-plan-roles-responsibilities/) - Implementing a company sponsored retirement plan requires a team of professionals. Josh Weszka breaks down the roles and responsibilities of the key players. - [Q1 Review: Walking On Eggshells](https://www.vision-wealth.com/q1-review-walking-on-eggshells/) - Though the first quarter of 2023 was a strong one for investors with stocks and bonds both posting positive return, recession risks may have risen. - [Jason Weszka Named Five Star Award Winner in 2023](https://www.vision-wealth.com/jason-weszka-named-five-star-award-winner/) - Vision Partner & Advisor Jason Weszka has been named a Five Star Wealth Manager award winner in February 2023. Jason is recognized for his exceptional commitment to clients and strong industry credentials. - [Lauren DiBernardo Joins Vision As Client Services Manager](https://www.vision-wealth.com/lauren-dibernardo-joins-vision-as-new-client-services-manager/) - Vision Wealth Partners is proud to welcome Lauren DiBernardo as the newest member of its team. In her role as Client Services Manager, Lauren will manage the firm’s daily operations with an emphasis on a seamless client experience. - [Market Update: February 2023](https://www.vision-wealth.com/market-update-february-2023/) - Market Update February 2023 declines coincided with weakening fundamentals, but all three major indices finished above their respective 200-day moving averages for the second consecutive month. - [Market Update: January 2023](https://www.vision-wealth.com/market-update-january-2023/) - Market Update January 2023 markets rallied to start the year, with all three major U.S. indices seeing positive returns in January after experiencing declines in 2022. - [Jordan Hucht Appointed Advisory Board Member for the Academy of Finance](https://www.vision-wealth.com/jordan-hucht-appointed-advisory-board-member-for-the-academy-of-finance/) - Jordan Hucht has been appointed as an Advisory Board Member for the Academy of Finance in the Howard County Public School System. - [Jordan
Hucht Delivers Keynote at MDFBLA Conference](https://www.vision-wealth.com/jordan-hucht-delivers-keynote-address-at-2023-maryland-fbla-region-5-leadership-conference/) - Jordan Hucht delivers keynote at the Maryland FBLA Region 5 Leadership Conference on January 21. - [Market Update: December 2022](https://www.vision-wealth.com/market-update-december-2022/) - Market Update December 2022 shows markets sold off, capping a turbulent year. While risks remain, economic fundamentals are solid. - [Q4 Review:
Is the Story
Changing or Just Getting Longer?](https://www.vision-wealth.com/q4-review-is-the-story-changing-or-just-getting-longer/) - As we look at the fourth quarter of 2022, only time will tell the true story of 2023. Aim to have a financial plan that can lead you to your long-term goals. - [Kathy Marr Retires After 27 Years of Service](https://www.vision-wealth.com/kathy-marr-retires-after-27-years-of-service/) - Kathy Marr will retire from Vision Wealth Partners at the end of this year after 27 years as Director of Client Services. - [Market Update: November 2022](https://www.vision-wealth.com/market-update-november-2022/) - Our Market Update November 2022 shows the markets rallied, showing continued market gains. However, the Fed remains vigilant as inflation slows. - [Vision Wealth Partners Annual Food Drive in Partnership With Maryland Food Bank](https://www.vision-wealth.com/vision-wealth-partners-annual-food-drive/) - [Market Update: September 2022](https://www.vision-wealth.com/market-update-september-2022/) - Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter and bringing the major indices to their lowest closing levels for the year. - [Market Update: October 2022](https://www.vision-wealth.com/market-update-october-2022/) - How well did the market perform in October 2022? Equity markets showed signs of improvement in October, helping offset September losses. - [Q3 Review: Searching for Direction](https://www.vision-wealth.com/third-quarter-of-2022/) - For the third quarter of 2022, let’s look at everyone’s two biggest questions: “when will the market bottom?” and “what does this mean for my money?” - [Market Update: August 2022](https://www.vision-wealth.com/market-update-august-2022/) - Market Update: August 2022 was a challenging month for markets, with a late slide bringing all three major indices into the red for the month. - [Vision Scholarship Fund Helps HCPSS College Students Thrive](https://www.vision-wealth.com/vision-scholarship-fund-helps-hcpss-students-thrive/) - The Vision Financial Group Scholarship Fund for HCPSS graduating seniors helps ease the financial burden of college. - [Q2 Review: Understanding The Bear](https://www.vision-wealth.com/second-quarter-of-2022/) - What does the future hold? Let’s look backward and forward on a multi-year (or even longer) basis to understand the factors involved. - [Market Update: July 2022](https://www.vision-wealth.com/market-update-july-2022/) - Market Update: July 2022 brought a strong start to the second half of the year with all three major U.S. indices experiencing gains. - [Market Update: June 2022](https://www.vision-wealth.com/market-update-june-2022/) - Market Update: June 2022 Equity markets experienced widespread selloffs in June as fears of a potential recession and continued high inflation weighed heavily on investors. - [Market Update: May 2022](https://www.vision-wealth.com/market-update-may-2022/) - Markets showed mixed results in May, but positive economic growth continues. Read our Market Update: May 2022. - [Market Update: April 2022](https://www.vision-wealth.com/market-update-april-2022/) - Very real risks remain, but the most likely path forward for the U.S. economy remains continued growth. Read our Market Update: April 2022. - [Vision Co-Sponsors the Pediatric Food Allergy Golf Classic](https://www.vision-wealth.com/pediatric-food-allergy-golf-classic/) - Vision Wealth Partners, a financial planning and wealth advisory firm located in the heart of Howard County, is spending the upcoming weekend at the Pediatric Food Allergy Golf Classic to benefit the Johns Hopkins Children’s Center. - [VFG’s Jordan Hucht Named to Board of Suited for Change](https://www.vision-wealth.com/vfgs-jordan-hucht-named-to-board-of-suited-for-change/) - Vision Financial Group is proud to announce that Partner and Financial Advisor Jordan Hucht, CFP®, ChFC®, AIF®, was nominated for and has recently joined the Board of Directions of Suited for Change, a Washington, DC-based non-profit organization. - [Vision Co-Sponsors The Maryland Innovation Center's Holiday Party](https://www.vision-wealth.com/vision-wealth-partners-co-sponsored-the-maryland-innovation-center-mic-2021-holiday-party/) - Vision Wealth Partners proudly co-sponsored the Maryland Innovation Center's (MIC) 2021 holiday party to amplify business goals. - [Vision Co-Sponsors the 2022 OhanaHC Annual 5k Race/Walk](https://www.vision-wealth.com/vision-wealth-partners-co-sponsors-the-ohanahc-annual-5k-race-walk/) - Vision Wealth Partners is proud to co-sponsor the OhanaHC Annual 5k Race/Walk presented by M&T Bank on May 1 at 9am. - [Market Update: March 2022](https://www.vision-wealth.com/market-update-march-2022/) - Equity markets partially bounced back in March, driven by a strong run in the second half of the month. Read our Market Update: March 2022. - [Q1 Review: An Inflection Point](https://www.vision-wealth.com/first-quarter-of-2022/) - After volatile markets in the first quarter of 2022, the year's second stanza leaves many questions unanswered in a song still being written. - [Market Update: January 2022](https://www.vision-wealth.com/market-update-january-2022/) - Equity markets had a rough start to the year, but fundamentals showed signs of improvement. Learn more in our Market Update: January 2022. - [Market Update: February 2022](https://www.vision-wealth.com/market-update-february-2022/) - Better-than-expected results in earnings are an encouraging sign for U.S. companies and markets. Read our Market Update: February 2022. - [Impact Of War In Ukraine](https://www.vision-wealth.com/impact-of-war-in-ukraine/) - In considering the impact of war in Ukraine, it’s important to stay disciplined and keep a long-term perspective. - [New Year, New Market?](https://www.vision-wealth.com/new-year-new-market/) - With thoughtful, long-term financial planning, you can find comfort in an otherwise uncomfortable time. - [Allow Us To Reintroduce Ourselves](https://www.vision-wealth.com/allow-us-to-reintroduce-ourselves/) - Reintroducing Vision Financial Group as Vision Wealth Partners, a name and rebrand that better represents our approach and dedication to our client relationships. - [Where Do We Go From Here?](https://www.vision-wealth.com/where-do-we-go-from-here/) - As the public health crisis and our corresponding response continues to evolve, we’re finding ourselves staring down the tunnel of weeks, if not months, of continued uncertainty. - [2020: The Final Chapter](https://www.vision-wealth.com/2020-the-final-chapter/) - As we brace for the final chapter of 2020, likely to be filled with covid spikes and political theatrics, let’s pause and consider where we are, what’s likely to come, and what to do. - [Questions on Your Mind](https://www.vision-wealth.com/questions-on-your-mind/) - We’re in the midst of an unprecedented public health crisis that will have a sure, yet undefinable, economic impact. And there are probably several questions front and center on your mind. - [Remembering Asset Allocation and Time Horizon](https://www.vision-wealth.com/remembering-asset-allocation-and-time-horizon/) - In times like these, it’s important to remember two of the most fundamental components of investment management – asset allocation and time horizon. ## Pages - [Home](https://www.vision-wealth.com/) - Vision Wealth Partners is an independent wealth management firm in Maryland. We put our Clients First. How we can help plan your financial journey? - [Jordan Hucht](https://www.vision-wealth.com/company/jordan-hucht/) - [Media](https://www.vision-wealth.com/blog/) - Stay up-to-date with Vision Wealth Partners on our blog. Read our company newsletters, get the latest news from press releases, and find upcoming events. - [Lou Glantz](https://www.vision-wealth.com/company/lou-glantz/) - [Team](https://www.vision-wealth.com/about/our-team/) - Meet the Vision Wealth Partners team. Our advisors and specialists work together to support our clients and produce a first-class client experience. - [Charles Bubeck](https://www.vision-wealth.com/company/charles-bubeck/) - [Lauren DiBernardo](https://www.vision-wealth.com/company/lauren-dibernardo/) - As Client Services Manager, Lauren ensures that the firm’s daily operations run seamlessly, with an emphasis on the client experience. - [Josh Weszka](https://www.vision-wealth.com/company/josh-weszka/) - [Jason Weszka](https://www.vision-wealth.com/company/jason-weszka/) - [Vision Financial Group Scholarship](https://www.vision-wealth.com/vision-financial-group-scholarship/) - [Thank You](https://www.vision-wealth.com/thank-you/) - Why Vision? Money and time are your only finite resources. Our team works with you to build and preserve wealth, giving you more time to get what you want out of life. - [Compass](https://www.vision-wealth.com/compass/) - [Who We Serve](https://www.vision-wealth.com/who-we-serve/) - We serve High Net Worth Families, Business Owners, and Entertainment Executives. Whatever your financial goals are, a plan keeps you on course. - [Testing Immersion](https://www.vision-wealth.com/testing-immersion/) - [Community](https://www.vision-wealth.com/about/community/) - At Vision Wealth Partners, our local roots have nurtured the importance of community. We place a high value on relationships, trust, and giving back. - [High Net Worth Families](https://www.vision-wealth.com/who-we-serve/high-net-worth-families/) - We help High Net Worth Families (HNWF) who want to preserve their legacy with innovative strategies for generational wealth planning. Learn more. - [Business Owners](https://www.vision-wealth.com/who-we-serve/business-owners/) - Wealth management for business owners needs a unique approach. We can help you make decisions today to guide you on the path to financial independence. - [About Us](https://www.vision-wealth.com/about/) - Learn about Vision Wealth Partners, a financial planning and wealth management firm in Maryland. We're dedicated to our client's financial success. - [Commonwealth](https://www.vision-wealth.com/about/commonwealth-partnership/) - We partner with Commonwealth Financial Network® and their team of investment professionals as our independent broker-dealer/registered investment advisor. - [Contact Us](https://www.vision-wealth.com/contact-us/) - Have a question about our wealth management services or ready to get started with a financial advisor? Contact us today and let’s have a conversation. - [Why Vision](https://www.vision-wealth.com/why-vision/) - Why Vision? Money and time are your only finite resources. Our team works with you to build and preserve wealth, giving you more time to get what you want out of life. - [Entertainers and Entertainment Executives](https://www.vision-wealth.com/who-we-serve/entertainers-and-entertainment-executives/) - We can guide entertainers and entertainment executives through calculated financial decisions and create long-term strategies to sustain wealth. - [Katherine Marr](https://www.vision-wealth.com/company/katherine-marr/) - [Privacy Policy](https://www.vision-wealth.com/privacy-policy/) - Who we areOur website address is: http://vision.local.What personal data we collect and why we collect itCommentsWhen visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.An anonymized string created from your email address (also called - [Grid: Posts Slider Test](https://www.vision-wealth.com/grid-posts-slider-test/) - [Compliance & Licensure](https://www.vision-wealth.com/compliance-licensure/) - [Terms & Conditions](https://www.vision-wealth.com/terms-conditions/) - [Resources](https://www.vision-wealth.com/resources/) - [Company](https://www.vision-wealth.com/company/) - [Sample Page](https://www.vision-wealth.com/sample-page/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger ## Event Galleries - [Educational Session 2026](https://www.vision-wealth.com/ev_galleries/educational-session-2026/) - [TYKTWD 2026](https://www.vision-wealth.com/ev_galleries/tyktwd-2026/) - [Inaugural Delta Alliance Blue Angels Event](https://www.vision-wealth.com/ev_galleries/blue-angels-2026/) - [Mad Chef](https://www.vision-wealth.com/ev_galleries/mad-chef/) - [Client and business partner appreciation night](https://www.vision-wealth.com/ev_galleries/client-and-business-partner-appreciation-night/) - [2022 Maryland Innovation Center (MIC) Holiday Party](https://www.vision-wealth.com/ev_galleries/2022-maryland-innovation-center-mic-holiday-party/) - [Bourbon Classic Clay Shooting Tournament](https://www.vision-wealth.com/ev_galleries/bourbon-classic-clay-shooting-tournament/) - [3rd Annual Our Kids Our Future Golf Tournament](https://www.vision-wealth.com/ev_galleries/3rd-annual-our-kids-our-future-golf-tournament/) - [4th Annual Our Kids Our Future Golf Tournament](https://www.vision-wealth.com/ev_galleries/4th-annual-our-kids-our-future-golf-tournament/) - [Inaugural Our Kids Our Future Golf Tournament](https://www.vision-wealth.com/ev_galleries/inaugural-our-kids-our-future-golf-tournament/) - [2018 Sunset Sailboat Cruise](https://www.vision-wealth.com/ev_galleries/2018-sunset-sailboat-cruise/) - [2017 Sunset Sailboat Cruise](https://www.vision-wealth.com/ev_galleries/2017-sunset-sailboat-cruise/) - [Vision Wealth Partners | 2019 Client Appreciation Prohibition Party](https://www.vision-wealth.com/ev_galleries/vision-wealth-partners-2019-client-appreciation-prohibition-party/) - [Vision Wealth Partners | 2016 Client Appreciation Event](https://www.vision-wealth.com/ev_galleries/vision-wealth-partners-2016-client-appreciation-event/) - [Vision Wealth Partners 2015 Client Appreciation Event](https://www.vision-wealth.com/ev_galleries/vision-wealth-partners-2015-client-appreciation-event/) - [Vision Office Ribbon Cutting](https://www.vision-wealth.com/ev_galleries/vision-office-ribbon-cutting/) - [ID4 2022 Mini Golf Tournament for PTSD Treatment](https://www.vision-wealth.com/ev_galleries/mini-golf-tournament-for-ptsd-treatment/) - Vision Wealth Partners was the cigar sponsor for the IC4 2022 Mini Golf Tournament for PTSD Treatment. - [2019 Sunset Sailboat Cruise](https://www.vision-wealth.com/ev_galleries/2019-sunset-sailboat-cruise/) - Vision's guests cruised from Annapolis and enjoyed the sunset from the deck of a Schooner Woodwind sailboat. The party continued at The Choptank after the cruise. - [2021 Maryland Innovation Center (MIC) Holiday Party](https://www.vision-wealth.com/ev_galleries/2021-maryland-innovation-center-mic-holiday-party/) - [2022 Pediatric Food Allergy Golf Classic to benefit Johns Hopkins Children’s Center](https://www.vision-wealth.com/ev_galleries/2022-pediatric-food-allergy-golf-classic-to-benefit-johns-hopkins-childrens-center/) ## Testimonial Slider - [Norman Walters](https://www.vision-wealth.com/testimonial-slide/sue-and-paul-brilhart/) - [Kaki Wynn](https://www.vision-wealth.com/testimonial-slide/quote-two/) ## Video Testimonials - [Sue and Paul Brilhart](https://www.vision-wealth.com/video_testimonial/sue-and-paul-brilhart/) - [Chuck Bubeck](https://www.vision-wealth.com/video_testimonial/chuck-bubeck/) - [Ease Technologies](https://www.vision-wealth.com/video_testimonial/ease-technologies/) - [Al Pickering with Kaizen Approach](https://www.vision-wealth.com/video_testimonial/al-pickering-with-kaizen-approach/) - [Stan Nolen with Plex Solutions](https://www.vision-wealth.com/video_testimonial/stan-nolen-with-plex-solutions/) ## Categories - [Featured](https://www.vision-wealth.com/category/featured/) - [Company Newsletters](https://www.vision-wealth.com/category/company-newsletters/) - [Press Releases](https://www.vision-wealth.com/category/press-releases/) - [Events](https://www.vision-wealth.com/category/events/) - [Market Insights](https://www.vision-wealth.com/category/market-insights/) - [Videos](https://www.vision-wealth.com/category/videos/) - [Testimonials](https://www.vision-wealth.com/category/testimonials/) ## Tags - [Maryland Innovation Center](https://www.vision-wealth.com/tag/maryland-innovation-center/) - [MIC](https://www.vision-wealth.com/tag/mic/) - [Merriweather District](https://www.vision-wealth.com/tag/merriweather-district/) - [market update](https://www.vision-wealth.com/tag/market-update/) - [equity markets](https://www.vision-wealth.com/tag/equity-markets/) - [negative returns](https://www.vision-wealth.com/tag/negative-returns/) - [market volatility](https://www.vision-wealth.com/tag/market-volatility/) - [Covid economic impact](https://www.vision-wealth.com/tag/covid-economic-impact/) - [economic recovery](https://www.vision-wealth.com/tag/economic-recovery/) - [build back better act](https://www.vision-wealth.com/tag/build-back-better-act/) - [market fundamentals](https://www.vision-wealth.com/tag/market-fundamentals/) - [war](https://www.vision-wealth.com/tag/war/) - [ukraine](https://www.vision-wealth.com/tag/ukraine/) - [conflict](https://www.vision-wealth.com/tag/conflict/) - [russia](https://www.vision-wealth.com/tag/russia/) - [financial impact of the war in Ukraine](https://www.vision-wealth.com/tag/financial-impact-of-the-war-in-ukraine/) - [inflation](https://www.vision-wealth.com/tag/inflation/) - [concerns about inflation](https://www.vision-wealth.com/tag/concerns-about-inflation/) - [russian invasion of ukraine](https://www.vision-wealth.com/tag/russian-invasion-of-ukraine/) - [uncertainty for markets](https://www.vision-wealth.com/tag/uncertainty-for-markets/) - [retail sales increase](https://www.vision-wealth.com/tag/retail-sales-increase/) - [weathering market volatility](https://www.vision-wealth.com/tag/weathering-market-volatility/) - [yield curve inversions](https://www.vision-wealth.com/tag/yield-curve-inversions/) - [recession](https://www.vision-wealth.com/tag/recession/) - [10 year treasury](https://www.vision-wealth.com/tag/10-year-treasury/) - [asset allocation and diversification](https://www.vision-wealth.com/tag/asset-allocation-and-diversification/) - [equities](https://www.vision-wealth.com/tag/equities/) - [dow jones](https://www.vision-wealth.com/tag/dow-jones/) - [nasdaq composite](https://www.vision-wealth.com/tag/nasdaq-composite/) - [improving fundamentals](https://www.vision-wealth.com/tag/improving-fundamentals/) - [housing starts](https://www.vision-wealth.com/tag/housing-starts/) - [DJIA](https://www.vision-wealth.com/tag/djia/) - [MSCI EAFE](https://www.vision-wealth.com/tag/msci-eafe/) - [MSCI Emerging Markets](https://www.vision-wealth.com/tag/msci-emerging-markets/) - [OhanaHC](https://www.vision-wealth.com/tag/ohanahc/) - [M&T Bank](https://www.vision-wealth.com/tag/mt-bank/) - [community involvement](https://www.vision-wealth.com/tag/community-involvement/) - [Johns Hopkins Children's Center](https://www.vision-wealth.com/tag/johns-hopkins-childrens-center/) - [Pediatric Food Allergy Golf Classic](https://www.vision-wealth.com/tag/pediatric-food-allergy-golf-classic/) - [200-day moving average](https://www.vision-wealth.com/tag/200-day-moving-average/) - [rising lockdown measures](https://www.vision-wealth.com/tag/rising-lockdown-measures/) - [China](https://www.vision-wealth.com/tag/china/) - [april 2022 market update](https://www.vision-wealth.com/tag/april-2022-market-update/) - [unemployment rate](https://www.vision-wealth.com/tag/unemployment-rate/) - [donor advised funds](https://www.vision-wealth.com/tag/donor-advised-funds/) - [philanthropic strategies](https://www.vision-wealth.com/tag/philanthropic-strategies/) - [giving legacy](https://www.vision-wealth.com/tag/giving-legacy/) - [income tax deduction](https://www.vision-wealth.com/tag/income-tax-deduction/) - [contributions](https://www.vision-wealth.com/tag/contributions/) - [may 2022 market update](https://www.vision-wealth.com/tag/may-2022-market-update/) - [U.S. Treasury yield](https://www.vision-wealth.com/tag/u-s-treasury-yield/) - [Bloomberg U.S. Aggregate Bond Index](https://www.vision-wealth.com/tag/bloomberg-u-s-aggregate-bond-index/) - [labor market](https://www.vision-wealth.com/tag/labor-market/) - [Housing sales](https://www.vision-wealth.com/tag/housing-sales/) - [Business spending growth](https://www.vision-wealth.com/tag/business-spending-growth/) - [retail sales](https://www.vision-wealth.com/tag/retail-sales/) - [personal spending](https://www.vision-wealth.com/tag/personal-spending/) - [high inflation](https://www.vision-wealth.com/tag/high-inflation/) - [healthy labor market](https://www.vision-wealth.com/tag/healthy-labor-market/) - [continuous growth](https://www.vision-wealth.com/tag/continuous-growth/) - [selloffs](https://www.vision-wealth.com/tag/selloffs/) - [headwind](https://www.vision-wealth.com/tag/headwind/) - [fundamentals](https://www.vision-wealth.com/tag/fundamentals/) - [gross domestic product (GDP)](https://www.vision-wealth.com/tag/gross-domestic-product-gdp/) - [october 2022 market update](https://www.vision-wealth.com/tag/october-2022-market-update/) - [market update november 2022](https://www.vision-wealth.com/tag/market-update-november-2022/) - [AI](https://www.vision-wealth.com/tag/ai/) - [bonds](https://www.vision-wealth.com/tag/bonds/) - [foreign stock](https://www.vision-wealth.com/tag/foreign-stock/) ## Gallery Years - [2021](https://www.vision-wealth.com/gallery-year/2021/) - [2022](https://www.vision-wealth.com/gallery-year/2022/) - [2019](https://www.vision-wealth.com/gallery-year/2019/) - [2018](https://www.vision-wealth.com/gallery-year/2018/) - [2022 Events](https://www.vision-wealth.com/gallery-year/2022-events/) - [2025](https://www.vision-wealth.com/gallery-year/2025/) - [2026](https://www.vision-wealth.com/gallery-year/2026/)