Recent News and Articles
Tax Time FAQs 2023
Here are some helpful links and dates for the 2022 tax year as well as answers to some frequently asked questions.
Northern Virginia Magazine Awards
Every year Northern Virginia Magazine showcases their ‘Best of NoVA’ lists. We are thrilled to have our Planners on the Top Financial Professionals list again this year! Please join us in congratulating Tracey Baker, David Greene, Brian Jones, Tim Jones, Jessica Ness and Parker Trasborg!
Top Estate Planning Mistakes
Estate planning is an important piece of the financial planning puzzle because it allows you to dictate what will happen to your assets when you are not able to express your wishes due to incapacity or death. From our oldest client who is close to 100 years old to our youngest clients in their 20s, estate planning is imperative regardless of wealth because there are various factors to consider at any age. The following are some of the most common estate planning mistakes that we see: Failing to have any estate planning documents Not having documents in [...]
Kevin’s Corner: Actively and Passively Reaching Your Goals
There has been a lot of talk over the past few years about whether or not active mutual fund portfolio managers really add value compared with passive investment strategies represented by exchange-traded funds (ETFs) tied to an index. The argument for passive stock ETFs, by the firms that sell them, has been compelling: stock indexes such as the S&P 500 have outperformed the average actively managed mutual fund over the past several years. The basic argument is that markets are efficient, pricing in news instantaneously so that no investor can hope to outsmart the market. Thus investing in [...]
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