If You Can’t Touch It, Is It Really Art?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
You know how your Apple iTunes library is not really music you own, even though you paid for it? Yet your vinyl collection somehow now has some appreciable value? Or did you ever collect baseball trading cards? And now you see that these cards exist in the digital world and are being traded at high values.
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Sell Discipline

by Rod Huerta, CIMA® »
When investing in stocks, it is certainly important to focus on what companies to purchase, but just as important is knowing when to sell. We call this having a good “sell discipline.” Taylor Swift tells us to “shake it off” in her catchy song about not sweating the small stuff.
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Investing Unplugged: Embracing the Art of Probabilities

By Dan Trosch, CFA
In the world of investing, uncertainties abound and, as investors, we are confronted with pivotal questions. “Have interest rates peaked? Will the U.S. have a recession this year? Will the U.S. default on its debt?” While it's valuable to have an informed opinion, making large portfolio decisions based solely on these macro events can be extremely challenging.
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Time… Is On My Side… Yes It Is

By R. Jonathan Stolz, CFA | Portfolio Manager »
The Rolling Stones’ originally released their single “Time Is On My Side” in the U.S. in September 1964. It became their first U.S. top ten hit, peaking at number 6 on the Billboard Hot 100 Chart in December 1964. The Rolling Stones would go on to deliver a total of 23 top ten hits and the band was inducted into the Rock & Roll Hall of Fame in 1989.
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Risk on, Risk off

By Brian Horan, CPWA®
If recent stock market gyrations have given you some sleepless nights, we have some thoughts on what you can do to reset and face the challenges ahead. While declines of 20% or more are expected to happen from time to time, a loss on paper is just that, and now is a good time to reassess how you are feeling as an investor in today’s market.
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Back to the Basics

On the first Sunday in May, Waitara and I competed in our first horse show of the season at Turner Farm in Great Falls. It rained. It was cold. We had fun, mostly. Dressage is a bit like portfolio management, part art and part science.
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A Deeper Look into Donor Advised Funds and Private Foundations

Cheryl W. Langston, CFP® | Relationship Manager
In the Northern Virginia area, we come across many successful professionals who have significant philanthropic desires. As financial professionals, it is important that we understand different charitable gifting options to explore with the client as part of their financial or estate plans.
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