Articles

The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

From such changes, the millionaire mindset is built and millions are gained.

Even if all four of these sentimental or pragmatic justifications are true, doing the wrong thing is still worse than doing nothing.

If you do compete and want to share your results with us, fill out our Contact form and let us know about your strategy. We may even write an article about you.

Luckily for the charitably-inclined individuals with nondeductible balances, QCDs are excluded from your Form 8606 taxable and nontaxable calculations.

On Thursday, December 19, 2019, the S&P 500 Price Index closed above 3,200 for the first time in history. What should we expect going forward?

The SECURE Act was merged into the 2020 budget bill which is now law.

There are several ways that I see my faith influence my work.

The thrift of taking care of your things is a wealthy mindset that pays off every year you don’t need to buy a replacement.

“It is, of course, hard to get people in any profession to do the right thing when they’re paid to do the wrong thing.”

We believe that this mix of funds should provide a timeless allocation for the HSAs of University of Virginia employees.

The first lesson in learning how to spend is learning how to not.

Most professions do not know the exact day they were conceived. However, on December 12, 1969, financial planning was created and today in 2019, the profession turns 50 years old.

This 2018 article details some of our best gift ideas for some of the hardest people to shop for.

I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.