by Ryan Stille | Feb 10, 2021 | Financial Planning, Investments
Recently there has been a lot of attention placed on the wild financial gains of certain companies and trading platforms. So much hype around what’s being made, who’s taking advantage of who, and stories of turning $20k into $200k in three weeks. Top this off with a...
by Ryan Stille | Feb 3, 2021 | Family, Financial Planning, Investments, Large Purchases, Savings
So, did you see your financial shadow yesterday? Chances are it may be six more weeks of financial worries and stress if you did OR six more weeks of spending and savings with purpose if you didn’t. Consider the following steps based on what you saw: Your financial...
by Ryan Stille | Jan 20, 2021 | Investments, Retirement, Savings
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...
by Ryan Stille | Jan 13, 2021 | Financial Planning, Investments, Retirement, Savings, Taxes
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...
by Ryan Stille | Dec 30, 2020 | Education Planning, Family, Financial Planning, Investments, Retirement, Savings
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...
by Ryan Stille | Dec 23, 2020 | Family, Financial Planning, Investments, Market, Retirement
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: ...
