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.
Read More

Family Conversations at the Holidays

By Laura Nash, CFP®
When families get together to celebrate the holidays, it is a great opportunity to discuss wealth transfer with the next generation. Too often, families do not communicate about finances and are not educated on the basics of estate planning.
Read More

I Owe How Much?

By Kristan Anderson, CEBS®, CIMA® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
For the past few years, we relied on my husband’s start-up business losses as a “saucepreneur” to offset any tax payment shortages throughout the year. In 2021, that strategy failed, for a number of reasons. It never occurred to me that we would have any issue with underpaying our taxes.
Read More

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.
Read More