Media, News and Events Mr. Petiri is a Registered Investment Advisor. His nearly two decades of financial experience covers virtually all areas of finance from tax, insurance, stockbroker, personal financial planning and personal banking to corporate credit, business planning, and consumer lending. His career positions include MBNA America Bank, the Internal Revenue Service and American Express Financial Advisors, Inc.Walid is a graduate of New Jersey's Montclair State University with a degree in both business management and finance. Mr. Petiri is a recipient of the Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. He is also a Registered Financial Consultant and select member of the International Association of Registered Financial Consultants, an organization of professional financial advisors who are required to maintain a high standard of education, experience, and integrity. He also serves on the Board of Directors for the Reginald F. Lewis Museum.Media:Has frequently been heard on WEAA (88.9 FM) as a financial commentator.Appeared on WMAR-TV 2 regarding the 2008 & 2009 economic downturn, and MTA Commuter Connections (local public access cable channel) regarding residential land development.Has been interviewed and quoted by the Investment News magazine.Written for the Journal of Personal Finance, is a frequent contributor to the IARFC publication, The Register, and has written for Popular Finance (of China).Quoted in Bankrate.com regarding foreign currency CDs.Publishes a monthly financial advice column called the Foresight and a quarterly Market Commentary.Content contributor to Morningstar.com, Minority Enterprise Advocate magazine and also AdviceIQ.com. Most recently, he has written for CD Publications, Alerts on Aging.In June of 2012, Mr. Petiri was recognized in Smart CEO Magazine for the 2012 Top Money Managers. See press release below. Case StudiesRead our latest business case study which highlights a total improvement of 250% increase in cash reserves and savings after two years. Press ReleasesPress Release - 2018 Urban Advisors and Riverside Church Partner to Create a Social Justice Debt Investment FundPress Release - 2012 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness ConferencePress Release - Financial Management Strategies, LLC Listed in Smart CEO Magazine-Baltimore for the 2012 Top Money ManagersPress Release - 2010 Legislative Black Caucus of Maryland selects Chief Strategist of Financial Management Strategies, LLC as Session ModeratorPress Release - 2011 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness ConferencePublished ArticlesInvestopediaJuly 2018 - Using a 529 Plan to Save for CollegeSeptember 2017 - What's Causing the Death of the Retail Store?The StreetNovember 2013 -Do Good Funds Now Do Well? MorningStarAugust 2015 - The Dollar: Precarious?May 2015 - Strong Dollar’s Staying PowerMarch 2015 - Shopping Malls: Goners?February 2015 - Russia's Oil and Other LosersApril 2014 -Russia? China? Don't Sweat ItMarch 2014 -Europe: Misplaced OptimismFebruary 2014 -Commodities: The Bullish CaseNovember 2013 -Do Good Funds Now Do WellSeptember 2013 -Why Mortgage Rates Will ClimbJuly 2013 -Is College Worth It? Yes.May 2013 -How Fees Devour 401(k)sApril 2013 -Markets are Divorced from the EconomyJanuary 2013 -Refinance Before Rates RiseAugust 2012 -Fixed-Income DangersMay 2012 -A Long-Term Care GuideApril 2012 -Opportunity: Be a LandlordApril 2012 -6 Questions for Bond BuyersMarch 2012 -Pre-Retirement Mortgage Payoff?Popular Finance of ChinaOctober 2012 - Coping After Your Spouse Dies (Chinese version) May 2012 - Is the Economy any Better, Jobs Increase Again, GDP Improves and Questions LingerMarch 2012 -What To Do If You Become a BeneficiaryFebruary 2012 -Your Financial to Do List for 2012December 2011 - How Much Life Insurance Do I Really Need?November 2011 -Life Insurance: Buy It Before You Need ItSeptember 2011 -After the Downgrade...Why Patience and Pragmatism is a MustNovember 2010 - "What Does the Investment Policy Statement Mean?" for the English version of this article, click hereAdviceIQAugust 2015 - The Best Way to Save Money and Build WealthAugust 2015 - The Dollar: Precarious?August 2015 - How to Build WealthMay 2015 - Strong Dollar's Staying PowerMarch 2015 - Shopping Malls: Goners?February 2015 - Russia's Oil and Other LosersDecember 2014 - Things to Do Before 2015September 2014 - The Long Bond Rally Lives OnAugust 2014 -How to Tap the Energy BoomJuly 2014 -Handling Investment RisksApril 2014 -Russia? China? Don't Sweat ItMarch 2014 -Europe: Misplaced OptimismFebruary 2014 -Commodities: The Bullish CaseDecember 2013 - Making a Good Investing PlanNovember 2013 -Do Good Funds Now Do Well?October 2013 -How To Manage Your CashSeptember 2013 -Why Mortgage Rates Will ClimbJuly 2013 -Is College Worth It? Yes.June 2013 -What to do if Bonds Slump?April 2013 -The Market-Economy DisconnectFebruary 2013 -Diversify Before the Bond BustJanuary 2013 -Refinance Before Rates RiseNovember 2012 -Coping with the Fiscal CliffSeptember 2012 -2 Steps to Take Before DyingAugust 2012 -Fixed Income DangersAugust 2012 -When Will Rates Rise?July 2012 -Time to Ditch Your BankJune 2012 -Fixed-Income DangersApril 2012 -6 Questions for Bond BuyersMarch 2012 -Do You Have Enough To RetireMarch 2012 -How To Use Golden HandcuffsMarch 2012 -Pre-Retirement Mortgage Payoff?Baltimore ExaminerJuly 2015 - The Precarious Dollar?June 2015 - How to Build WealthApril 2015 - Why Invest Overseas when the Dollar is StrongMarch 2015 - Tax Issues with Capital Gains and DividendsFebruary 2015 - The End of the American Mall...not quite YetJanuary 2015 - OPEC Declares (Price) WarJuly 2014 - How to Tap the Energy BoomJune 2014 -Handling Investment RisksApril 2014 -Protect Your Portfolio from Putin and ChinaMarch 2014 -Europe: Misplaced OptimismNovember 2013 -Making An Impact With Your InvestmentsOctober 2013 -How to Manage Your CashSeptember 2013 -How High Will Mortgage Rates Rise Without Fannie & Freddie?August 2013 -Detroit's Demise and the Future of PensionsJuly 2013 -Is College Worth It? Yes.June 2013 -What will You Do...When Bonds Slump?April 2013 -Beware This Economy in a Surging Stock MarketJanuary 2013 -Refinance Before Rates RiseNovember 2012 -Coping with the Fiscal CliffOctober 2012 -Coping After Your Spouse DiesSeptember 2012 -2 Steps to Take that Protect Your FamilyAugust 2012 -When Will Rates Rise?July 2012 -Is it Time to say Bye to your Big Bank?June 2012 -When Safety is a Big Risk: Potential Danger of Fixed Income InvestingJune 2012 -BABY BOOMERS Need Help & Hope to Keep Retirement Dreams AliveJune 2012 -What Your Investment Policy Statement MeansJune 2012 -Rx for Your PortfolioJanuary 2012 -What To Do If You Become a BeneficiarySeptember 2011 -How to use Life Insurance for Your FamilyAugust 2011 -After the Downgrade...Why Patience and Pragmatism is a MustJuly 2011 -Why Debt and Debt Ceilings MatterOctober 2011 -How to Keep your Key Employees using "GOLDEN HANDCUFFS”The Online InvestorJuly 2012 - Time to Ditch Your BankCheatSheetSeptember 2015 - The Best Way to Save Money and Build WealthMinority Enterprise AdvocateSeptember/October 2015 -The Precarious DollarJuly/August 2015 -How to Build WealthMay/June 2015 -Why Invest Overseas When the Dollar is StrongMarch/April 2015 - The End of the American Mall...Not Quite YetMay/June 2014 -Europe: Misplaced OptimismNovember/December 2013 -How to Manage Your CashJuly/August 2013 -How Fees Devour 401(k)sMay/June 2013 -The Market-Economy Disconnect-Beware this Economy in a Surging Stock MarketMarch/April 2013 -Diversify Your Portfolio Before the Bond BustSeptember/October 2012 -Is it Time to Say Bye to your Big Bank?July/August 2012 -Six Questions for Bond Buyers and Fixed Income DangersNovember/December 2011 -What Your Investment Policy Statement MeansJournal Of Personal Finance2003 -The Journal of Personal FinanceThe RegisterJuly 2013 -The Market-Economy Disconnect-Beware this Economy in a Surging Stock MarketMay 2013 -Refinance Before Rates RiseAging News AlertAugust 2013 -Detroit's Demise and the Future of Pensions April 2011 - The Register, official publication of the IARFCWalid L. Petiri feature cover story - How To Build A Career Path in Financial Services This cover story also appeared in Popular Finance of China. February 2011 - The Register, official publication of the IARFC"How The Fed Could Save Economy and Destroy the Currency" November 2010 - The Register, official publication of the IARFC"What Does the Investment Policy Statement Mean?"