The Financial Advocate

The Financial Advocate

Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.

Episodes

May 6, 2026 19 mins
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January 21, 2026 13 mins
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Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

The opinions voiced in this materi...

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

This information is not intended t...

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October 1, 2025 13 mins
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There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​
 
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above ...
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Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.

Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

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