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Recent News and Articles

How Much Allowance Should Your Kids Get?

February 24th, 2018|Categories: Financial Planning, Insights|

Why you should rethink allowance. WRITTEN BY NEVIN MARTELL | PUBLISHED in the February 2018 issue of Washingtonian Introduction by Jessica Ness, CFP®: Education is a passion of mine so I was thrilled when Washingtonian asked for my help on this article. As the mother of two boys, I have a vested interest in teaching the next generation valuable financial skills like budgeting, delayed gratification, and the value of $1.  As a CFP, I know that allowing children to practice those skills enables them to become financially stable adults.  There are many strategies one can use to teach these financial skills and [...]

Volatility is Back

February 24th, 2018|Categories: Brian T. Jones, CFP®, Insights, Investment Management|

Stock market volatility is back. Better get used to it. I spent a good part of my Super Bowl Sunday afternoon outside in the rain at my smoker and on the grill preparing dinner for the friends and family that had gathered at my house to watch the NFC Champions Philadelphia Eagles take on the AFC Champions New England Patriots. Las Vegas had odds on the Patriots before the game by 4 ½ points over the Eagles. The “experts” are never wrong, right? As I stood there in the rain holding an umbrella in one hand and [...]

Pitfalls of Longer-Term Car Loans

November 24th, 2017|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®|

Eyeing a fully loaded Tesla Model 3 for $60,000 but going with a 72 or 84-month car loan to keep the monthly payment down?  Think again - car loans over 60 months may reduce your monthly payment, but over the long run you will be paying more.  As the cost of new cars has crept up and interest rates have remained low, loans on vehicles with longer terms have begun to become more common.  According to Edmunds.com, the average car loan is now 69.1 months.  There are several reasons to avoid loan terms longer than 60 months: [...]

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