Dorie Fain is the founder and CEO of &Wealth, a boutique financial advisory firm dedicated to helping women who are recreating their lives, with offices in New York City and Baltimore.
Published 4/14/2019 in The Maryland Daily Record It is no secret that I am a full believer in second chances. As someone who has always been drawn to people who have achieved greatly in part due to a chance at redemption, I am inspired to see people who harness the chance to do life better.…
Published 3/17/2019 in The Maryland Daily Record Here we are in March with this sense that 2019 already feels long. Many colleagues have shared that they also feel fatigued at a time of year when many of us are typically in prime time with tax season in full force. The myriad of factors contributing to…
Published 2/18/2019 in The Maryland Daily Record A few weeks ago saw the kickoff of the 2019 class of the Baltimore Leadership program, a class I am privileged to be a part of. The two-day opening program was full of content that was informative, thought-provoking, fun, inspirational and transformative. Most impactful was the afternoon spent…
Published 1/21/2019 in The Maryland Daily Record Each quarter, we provide our investment management clients with some type of commentary about a wide range of topics. The last quarter of 2018 was such a wild ride in the stock market that we decided to highlight some of the foundational reminders of the behavioral attributes that…
Aired 11/20/2018 on Good Morning Washington: Money matters can often be overwhelming, especially during a transitional period such as divorce or death of a spouse. But rather than wait for a major life change, it’s best to hone your financial smarts as soon as possible. Dorie Fain, CEO of &Wealth, got us started with a…
Published 11/18/2018 in The Maryland Daily Record In the past six weeks alone, I have experienced a series of events that point to a genuine underestimation of the extent of support our clients need as they take over the management of their finances, investments, tax planning, estate planning and beyond. Consider having never filed a…
Published 10/14/2018 in The Maryland Daily Record (Last of three parts on personal financial planning) Knowing what type of insurance coverage to purchase is a daunting task. There are often conflicting sources of information about who needs what type of coverage, how much to buy and how much it should cost. I was raised by…
Aired 9/07/2018 on Good Morning Washington: Helping women taking control of their finances after big life changes
Published 9/16/2018 in The Maryland Daily Record (Second of three parts on personal financial planning) Charitable giving is at the heart of the anatomy that makes up Baltimore. When I first moved here, I was connected to Dara Schnee who is now the vice president of philanthropy at the Baltimore Community Foundation. Dara was working…
Published 8/12/2018 in The Maryland Daily Record (This month’s column will kick off a three-part series on key topics related to personal financial planning.) In today’s marketplace, 529 plans have become the most popular vehicle to save for education costs. The days of relying on college savings bonds are long gone due to the low interest…