DAY Financial Group

DAY Financial Group Independent & Objective Wealth Management

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC www.FINRA.org www.SIPC.org

Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accuracy
or completeness. For a list of states in which I am registered to do business, please
visit www.daywealthmanagement.com or www.daywm.com

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
09/01/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/27/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/25/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Concerned about the social impact of your investments?
08/20/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/18/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/13/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
08/11/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
08/06/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
08/04/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Address

7230 Lee Deforest Drive Ste 203
Columbia, MD
21046

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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