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: ...
by Ryan Stille | Dec 16, 2020 | Retirement, Taxes
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...
by Ryan Stille | Dec 10, 2020 | Retirement
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...
