Recent News and Articles
SECURE Act 2.0 – What Do I Need to Know?
On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.
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 [...]
Day of Service at NVFS Head Start Preschool
Earlier this month, we returned to the local Northern Virginia Family Service (NVFS) Head Start preschool in Arlington, VA for the second year in a row to volunteer for our Day of Service. NVFS ensures everyone, at every life stage, maximizes their potential and fully contributes to a thriving community. They provide the essential building blocks for social, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community. Head Start promotes school readiness in low-income children ages 3 to 5, who may otherwise find themselves behind their peers in kindergarten. The program enhances the social [...]
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