Blog

Introduction the Ambassador Program

admin June 27th, 2019

Over the years, we’ve been grateful to touch many lives like yours. We count the relationships we share with valued clients as our greatest asset, and we look forward to many more years of deepening our friendship with you.

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Chill Out!

admin June 27th, 2019

As the scorching summer sun beats down, it’s hard to remember that just six months ago you were shivering through the winter, whether that meant a chilly 50 F or bitter subzero temperatures.
But if cooler temps sound like paradise, and a dip in the pool is no longer keeping you cool, it might be time to take a vacation somewhere chilly. Check out these three destinations to avoid the
summer heat.

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4 Traits Scammers Target

admin June 27th, 2019

Some people are more susceptible to financial scams than others. According to the AARP Fraud Watch Network, there are several personality traits that can contribute to a person being more apt to fall for a scam, whether it’s a phone scam, an online scam, or even in-person. However, when you’re aware of your own behavior, you can be extra vigilant should a scammer try to weasel
their way into your pocketbook.

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Insomniacs Unite

admin June 27th, 2019

Everyone with a smartphone has heard time and time again that looking at your phone before bed is a bad idea. According to the National Sleep Foundation, “The use of electronic devices in the bedroom further disrupts the natural pattern of the sleep-wake cycle” primarily because of the blue light emitted from the screen. While most scientific data pertaining to sleep recommends you place your phone in another room overnight, those who toss and turn regardless of phone location might benefit from using technology rather than tucking it away. Here are three FREE sleep apps
that might help you get to dreamland faster.

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Basement Blues

admin June 27th, 2019

I’ve been rebuilding my basement. We first moved into our house in 2004. We used to have a smaller, one-story ranch house, but Kim and I decided we wanted a larger home for our growing family.

So, toward the end of 2003, we moved out of our ranch house and had it torn down. Over the next year, we had a new house built on the property. During building, I decided to leave the basement
only partially finished. The idea was that I would finish it later. I wanted it to be a certain way — to be my “man cave” with a great entertainment center, maybe a bar, and a place to store wine.

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online wealth management

Tax Reform Cheat Sheet

admin March 9th, 2018

What does tax reform mean for me? A simple cheat sheet: If you’ve been following the tax reform debate, odds are you’re confused. At this point both the House and the Senate have passed their own version of the Tax Cuts and Jobs Act. The dreamy vision of a “postcard”-style tax return is long gone.

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25

Years in Business

370+

Clients

$600MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia