Insights

Economic Updates
Happy New Year everyone! Part of our early January ritual is to read a number of market and economic projections for the upcoming year.  ...
Although I have lived just outside of Washington, DC for over twenty-five years now, I have never been a huge fan of politics (which is blasphemy around here). ...
In a referendum held in late June, after over 40 years in the European Union (EU) and its predecessor organization, the European Economic Community (EEC), the voters of the United Kingdom (UK) surprisingly decided to exit. ...
Case Studies
Our clients, a married couple, were looking to retire at the age of 62 from their full time careers. He worked in professional services and she was a professor. They had differing viewpoints on saving, investing, and whether to spend their savings...
A Minnesota dental clinic providing preventive, cosmetic, restorative, and pediatric dental services, found added value through Bronfman E. L. Rothschild retirement plan consulting services. ...
An owner of a technology company delivering innovative solutions for over 15 years was looking to sell a part of his business. The client was going to need help determining how to best handle the proceeds immediately after the sale and deciding on...
White Papers
Justin Goldstein, AIF®, Director with Bronfman E.L. Rothschild Shane Workman, Wealth Advisor with Bronfman E.L. Rothschild (...
As you deal with grief and loss, you will be required to make critical legal and financial decisions. Read More...
Recent Rules for Elective Deferral Failures Reduce Consequences for Well-Meaning Plan Sponsors. ...
News Articles
Madison, WI and Rockville, MD. March 8, 2017 —Bronfman E.L. Rothschild today announced that, for the second year in a row, the Centre for Fiduciary Excellence (CEFEX) has certified the firm to its fiduciary standards of excell...
New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn S. Napoli, CFP®, has joined its New York office as a Director of Wealth Ma...
In Debbie Carlson's most recent article for U.S. News and World Report, Managing Director Brion Collins discusses lesser-known tax strategies to keep in mind as tax season approaches. ...