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Suggested reading
I love to read and I wanted to share a great book with you. In light of all the volatility we’ve seen recently, I thought some reflection may be helpful. I really enjoyed reading A History of the United States in Five Crashes: Stock Market Meltdowns that Defined a...
Talking to your kids about money
I’ve written a fair bit about planning, investing, and good financial behavior for mom and dad, but what about the kids? Here’s a list of ideas to share with your kids in an effort to grow their knowledge on the topic of money and investing. Pay your kids an...
What does it take to become a successful investor? Part 3 of 3
We have covered the value of good financial behavior and the necessary traits that most successful investors share. The following represents action steps successful investors take to strengthen their long-term probability of success. Written Down Goals and...
What does it take to become a successful investor? Part 2 of 3
In the last post, we listed ideal behavioral traits for what it takes to become a successful investor. Each trading day we are inundated with information (not necessarily knowledge) on how markets are performing. The daily message is different although the theme...
What does it take to become a successful investor? Part 1 of 3
So, what does it take to become a successful investor? Big income, advanced degrees, studying financial literature, or trading your way to larger account values? Turn on the tv, radio or check your news feed and it’s easy to be influenced into thinking that this is...
Who’s benefiting the most working from home?
I don’t know about you, but I believe our pets are truly benefiting the most from all our social distancing. We’re all at home doing our best to balance our lives, keep our kids engaged in some form of learning, and attempt to be moderately productive with our work. ...
How Equities Support Your Plan
We’ve covered the need for cash as part of your plan and providing your accounts a job description. Cash reserves and short term purchases should be accounted for before investing in equities. So what are equities? Equities are companies run by really smart women and...
Why Cash Matters in Your Plan?
In our previous posts, we’ve discussed the value of giving your dollars a job description, thinking about timing and first use, and the difference between risk and volatility. Currently, we’re witnessing extreme volatility and price movements in equity investments. ...
Understanding Risk & Volatility in Your Planning
As we discussed last time, purchasing power (and the ability for your money to keep pace with a rising cost of life) is truly at the heart of strategic planning for yourself and your family. I discussed the difficulties that target date funds present (by design) by...
Purchasing Power 2.0
As we covered earlier, we know life will be increasingly expensive, not only as we get closer to our retirement but as we continue through retirement as well. In order to retire successfully and stay successfully retired, you must consider your investment choices. ...
Purchasing Power, How Much is it Going to Cost to Retire?
This can seem like a daunting task with so many investment choices available today. I’m not prepared or allowed to give advice to the general public in this forum. Most importantly, I don’t know who you, what you want to accomplish, your resources, time horizon or...
Cashflow Drives Everything
We’ve discussed the importance of creating a written plan and how that may allow you to quantify what “enough” means to you. In order to create your unique and personal written plan, it’s necessary to have clarity on the items for which you own and owe. Your balance...
NoVa Magazine Top Financial Professional 2024 Winner
NoVa Magazine Top Financial Professional 2025 Winner
NoVa Magazine Top Financial Professional 2026 Winner
Northern Virginia Magazine's Top Financial Professionals 2024, 2025, 2026 winner—surveys were sent to all Northern Virginia financial professionals requesting they recommend other financial professionals whom they would refer to friends and family. Nominations were vetted by the Northern Virginia Magazine team. Winners announced in August of each year. This award is not based on investment performance.
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