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Dividends and Equities

Dividends and Equities

Take a look at your 12/31 investment statements.  Specifically, review the dividends credited to your accounts on your statement.  They are not insignificant if your portfolio is constructed of many different companies.  Dividends from the equities you own are...

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To Infinity and Beyond

To Infinity and Beyond

This is Buzz Lightyear’s famous quote as he soars across the room cheered on by his fellow friends/toys.  It also describes how I view our firm as we continue to attract clients beyond Northern Virginia.  While working on the business, we discovered that over 30...

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Our shareholder letter

Our shareholder letter

Each January, our firm distributes a shareholder letter to our clients which reiterates our guiding principles and covers important planning themes.  We view clients as shareholders in our practice, ongoing communication is critical in our partnership together as this...

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Better than a resolution

Better than a resolution

As the year comes to a close, we naturally begin to consider a New Year’s resolution.  Often this may be a personal fitness or financial goal, it may also be a positive change to improve your wellbeing.  This is all done with good intentions, though often by late...

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Then & now…

Then & now…

Imagine updating your financial plan in January, April, or December of 2020.  How might the plan outputs at various dates have impacted your behavior and financial choices?  What other life decisions may positively influence your approach to planning? January 2020: ...

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Why diversify?

Why diversify?

What’s the purpose of diversification with regards to your investments?  Why not just own companies you know well or stick with your employer’s stock?  What other diversification strategies should be considered when creating a financial plan? It’s important to...

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It’s not perfect and that’s ok

It’s not perfect and that’s ok

A financial plan is never perfect or fully complete, it evolves over time as you do.  This may not be as intuitive as it first sounds.  If a plan is not perfect, why spend the time and energy in creating one in the first place?  Does it really make a difference if you...

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Better than a resolution

Suggested reading

I just completed reading Fortune’s Children, the fall of the House of Vanderbilt by Arthur T. Vanderbilt II.   This is the life story of the Vanderbilt family and its founder, Cornelius Vanderbilt.  The Commodore as he was called, had a passion to amass the largest...

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Sin Limites 

Sin Limites 

Sin limites means limitless in English.  It’s also the name of a nonprofit organization that has been created to enrich the lives of the Guatemalan people.  What we take for granted every day in our country, even during a pandemic, is often a struggle for those...

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12 months ago…

12 months ago…

I left my previous firm of 23 years.  It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck.  Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...

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