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Boys & Girls club of Baltimore

Lardarius Webb Foundation

Ed Reed Foundation

Special Olympics of MD

United Way

risk insurance

There’s no downside to protecting yourself — always insure your risk

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. We are always alarmed when a client has a family, significant other, partner, etc., and no provisions in place to protect them. Or, when the client has the wrong protection in place. Not having the right or adequate levels of protection in place can very quickly and unexpectedly bankrupt a family, both emotionally and monetarily. That’s
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Building an effective executive leadership team, sponsored by Raskin Global

Podcast: SmartCEO and Raskin Global asked Baltimore Future 50 winners to share what they see as the biggest challenge management teams face. In addition, participants in the discussion shared how the management team sets examples for others in the organization.
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Tools to kick your growth into high gear, sponsored by Raskin Global

Podcast: SmartCEO and Raskin Global asked 2017 BaltimoreFuture 50 winners to discuss what financing options they have relied on to fuel their growth so far.
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Will your beneficiaries benefit? The new inherited IRA ruling

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. A 2014 Supreme Court ruling has left individuals who want to leave their retirement accounts directly to their heirs scrambling to make important changes that will protect those accounts from heirs’ creditors. Or, at least it should have you scrambling. Here’s what happened, why retirement accounts are only the tip of the iceberg, and why you
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The risk of being the average investor

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. Investors often have difficulty understanding the relationship between risk and return in relation to investment portfolio performance. “Return” is what an investment yields, or the profit made by holding an investment over a period of time. “Risk” refers to the probability of underperforming the market benchmark, or failure to achieve projected returns. The more risk investors
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Adapting Your Operation Model for Future Growth, sponsored by Raskin Global

Podcast: SmartCEO and Raskin Global asked CEOs to share what metrics and other signs they watch for to determine when it's time to scale.
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New Year’s Resolutions For Your Business, sponsored by Raskin Global

Podcast: SmartCEO and Raskin Global asked CEOs to share what resolutions they make for their businesses each year. In addition, participants in the discussion shared details about their year-end budgeting and planning process.
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Don’t panic: How to keep a level head in the face of a volatile market

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. The new year is upon us, and it's starting out with the usual investment volatility. But why is the current downturn happening? China, oil prices, Obama, Trump? The fact is, no one knows. Like many investors, you might be starting to panic, or at the least feel a bit nervous about your investments. Instead, consider the
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Smart Strategies For Your Whole Life

We live in a time-crunched world. Often, we’re lucky if we just get a few things crossed off our to-do lists each day. Not to mention, find time for the activities we really enjoy. Of all the things we need to get done, though, tasks related to managing our money have a strange way of falling by the wayside. Sometimes, it’s because we just don’t want to look at our finances (avoidance). Other times, it’s because we simply don’t know what we should be doing on a daily, weekly, monthly, quarterly and yearly basis. As a result our financial “to-do’s” fall through the cracks, creating an impossible mountain over time. So, this week, we’re sharing a few practical ideas for what you can do daily, weekly, monthly, quarterly and yearly to stay on top of your financial action list. We’ve compiled our list with insights from a very helpful 2010 Forbes article on the same topic and, of course, added our special twists.

Corporate Financial Education Program

Raskin Global is a comprehensive insurance and financial services firm that specializes in building and protecting wealth for business and individuals. Quite simply, we take our role as your financial advocate very seriously. As a result, we take the time to deeply understand you. Ultimately, we put as much effort into growing your knowledge as we do into growing your wealth. Because what you think, feel and know about money matters.

Raskin headshotABOUT LEONARD P. RASKIN:  Like you, personal finance expert and noted media contributor Leonard Raskin has seen significant change in money matters and management during his career of over 27 years. How does he advise you to achieve financial success? Is it by suggesting the best stocks and bonds? Is it by advising on asset allocation and location strategies? Is it by helping you choose the correct disability or life insurance products? Or is it an overall view of you living a financially balanced life?

The financial markets are crowded with advice and products along with companies that make questionable promises about attaining your financial goals. Leonard’s approach is radically different. Through his unique process of education, state-of-the-art technology and an unwavering philosophy, he can help you navigate the fog of the financial marketplace. This makes the nearly impossible task for individuals to break through the clutter, reachable with an understanding of what is truly in their best interest.

Leonard has a unique ability to make simple, the complexities of an ever evolving financial marketplace. His fusion of straight forward, honest advice with a warm personal touch is what you can expect if you engage his services.

Leonard holds a Masters Degree in Financial Services. He is a CFP, ChFC, CLU, CASL, CAP, AEP.

Leonard works with The Lardarius Webb Foundation, The Jacoby Jones Foundation, and the Steve Smith, Sr. Foundation. His charitable work, contributions to the organizations and his welcoming conversations with the people he advises enable them to understand that their lives are taken care of by somebody that knows what he’s doing.

Born and raised in Baltimore, he now lives just 20 minutes from his childhood home. He married Kathy (Uhlan) in February 1994. Kathy is a Certified Public Accountant (CPA). They currently live in Phoenix, Maryland with their son, Matthew and his dog Larry.


Raskin Global

Leonard Raskin is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Raskin Global is not an affiliate or subsidiary of PAS or Guardian. Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. 2016-29413 Exp 10/18