HOME ABOUT US INSTITUTIONAL SERVICES WEALTH MANAGEMENT SERVICES BUSINESS CONSULTING SERVICES INSIGHTS TOOLS CLIENT CENTER CONTACT 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 Studies Read our latest business case study which highlights a total improvement of 250% increase in cash reserves and savings after two years. Press Releases Press Release - 2018 Urban Advisors and Riverside Church Partner to Create a Social Justice Debt Investment Fund Press Release - 2012 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference Press Release - Financial Management Strategies, LLC Listed in Smart CEO Magazine-Baltimore for the 2012 Top Money Managers Press Release - 2010 Legislative Black Caucus of Maryland selects Chief Strategist of Financial Management Strategies, LLC as Session Moderator Press Release - 2011 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference Published Articles Investopedia July 2018 - Using a 529 Plan to Save for College September 2017 - What's Causing the Death of the Retail Store? The Street November 2013 -Do Good Funds Now Do Well? MorningStar August 2015 - The Dollar: Precarious? May 2015 - Strong Dollar’s Staying Power March 2015 - Shopping Malls: Goners? February 2015 - Russia's Oil and Other Losers April 2014 -Russia? China? Don't Sweat It March 2014 -Europe: Misplaced Optimism February 2014 -Commodities: The Bullish Case November 2013 -Do Good Funds Now Do Well September 2013 -Why Mortgage Rates Will Climb July 2013 -Is College Worth It? Yes. May 2013 -How Fees Devour 401(k)s April 2013 -Markets are Divorced from the Economy January 2013 -Refinance Before Rates Rise August 2012 -Fixed-Income Dangers May 2012 -A Long-Term Care Guide April 2012 -Opportunity: Be a Landlord April 2012 -6 Questions for Bond Buyers March 2012 -Pre-Retirement Mortgage Payoff? Popular Finance of China October 2012 - Coping After Your Spouse Dies (Chinese version) May 2012 - Is the Economy any Better, Jobs Increase Again, GDP Improves and Questions Linger March 2012 -What To Do If You Become a Beneficiary February 2012 -Your Financial to Do List for 2012 December 2011 - How Much Life Insurance Do I Really Need? November 2011 -Life Insurance: Buy It Before You Need It September 2011 -After the Downgrade...Why Patience and Pragmatism is a Must November 2010 - "What Does the Investment Policy Statement Mean?" for the English version of this article, click here AdviceIQ August 2015 - The Best Way to Save Money and Build Wealth August 2015 - The Dollar: Precarious? August 2015 - How to Build Wealth May 2015 - Strong Dollar's Staying Power March 2015 - Shopping Malls: Goners? February 2015 - Russia's Oil and Other Losers December 2014 - Things to Do Before 2015 September 2014 - The Long Bond Rally Lives On August 2014 -How to Tap the Energy Boom July 2014 -Handling Investment Risks April 2014 -Russia? China? Don't Sweat It March 2014 -Europe: Misplaced Optimism February 2014 -Commodities: The Bullish Case December 2013 - Making a Good Investing Plan November 2013 -Do Good Funds Now Do Well? October 2013 -How To Manage Your Cash September 2013 -Why Mortgage Rates Will Climb July 2013 -Is College Worth It? Yes. June 2013 -What to do if Bonds Slump? April 2013 -The Market-Economy Disconnect February 2013 -Diversify Before the Bond Bust January 2013 -Refinance Before Rates Rise November 2012 -Coping with the Fiscal Cliff September 2012 -2 Steps to Take Before Dying August 2012 -Fixed Income Dangers August 2012 -When Will Rates Rise? July 2012 -Time to Ditch Your Bank June 2012 -Fixed-Income Dangers April 2012 -6 Questions for Bond Buyers March 2012 -Do You Have Enough To Retire March 2012 -How To Use Golden Handcuffs March 2012 -Pre-Retirement Mortgage Payoff? Baltimore Examiner July 2015 - The Precarious Dollar? June 2015 - How to Build Wealth April 2015 - Why Invest Overseas when the Dollar is Strong March 2015 - Tax Issues with Capital Gains and Dividends February 2015 - The End of the American Mall...not quite Yet January 2015 - OPEC Declares (Price) War July 2014 - How to Tap the Energy Boom June 2014 -Handling Investment Risks April 2014 -Protect Your Portfolio from Putin and China March 2014 -Europe: Misplaced Optimism November 2013 -Making An Impact With Your Investments October 2013 -How to Manage Your Cash September 2013 -How High Will Mortgage Rates Rise Without Fannie & Freddie? August 2013 -Detroit's Demise and the Future of Pensions July 2013 -Is College Worth It? Yes. June 2013 -What will You Do...When Bonds Slump? April 2013 -Beware This Economy in a Surging Stock Market January 2013 -Refinance Before Rates Rise November 2012 -Coping with the Fiscal Cliff October 2012 -Coping After Your Spouse Dies September 2012 -2 Steps to Take that Protect Your Family August 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 Investing June 2012 -BABY BOOMERS Need Help & Hope to Keep Retirement Dreams Alive June 2012 -What Your Investment Policy Statement Means June 2012 -Rx for Your Portfolio January 2012 -What To Do If You Become a Beneficiary September 2011 -How to use Life Insurance for Your Family August 2011 -After the Downgrade...Why Patience and Pragmatism is a Must July 2011 -Why Debt and Debt Ceilings Matter October 2011 -How to Keep your Key Employees using "GOLDEN HANDCUFFS” The Online Investor July 2012 - Time to Ditch Your Bank CheatSheet September 2015 - The Best Way to Save Money and Build Wealth Minority Enterprise Advocate September/October 2015 -The Precarious Dollar July/August 2015 -How to Build Wealth May/June 2015 -Why Invest Overseas When the Dollar is Strong March/April 2015 - The End of the American Mall...Not Quite Yet May/June 2014 -Europe: Misplaced Optimism November/December 2013 -How to Manage Your Cash July/August 2013 -How Fees Devour 401(k)s May/June 2013 -The Market-Economy Disconnect-Beware this Economy in a Surging Stock Market March/April 2013 -Diversify Your Portfolio Before the Bond Bust September/October 2012 -Is it Time to Say Bye to your Big Bank? July/August 2012 -Six Questions for Bond Buyers and Fixed Income Dangers November/December 2011 -What Your Investment Policy Statement Means Journal Of Personal Finance 2003 -The Journal of Personal Finance The Register July 2013 -The Market-Economy Disconnect-Beware this Economy in a Surging Stock Market May 2013 -Refinance Before Rates Rise Aging News Alert August 2013 -Detroit's Demise and the Future of Pensions April 2011 - The Register, official publication of the IARFC Walid 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?" 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