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Mount Vernon Associates, Inc.

575 South Charles Street, Suite 401
Baltimore, MD 21201

Phone:

(410) 377-9780

Fax:

(410) 244-8730

E-mail:

Uncovering Opportunistic Value

Welcome to our Web site,
 

Today securities markets appear more complex than ever before.  A flood-tide of new investment products has surfaced over the years, adding to the complexity.  With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.

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In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.

Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck