If only to avoid further commentary on “that virus” and its effect on the markets, we wanted to address another common question that has been coming up lately; “What happens to the stock market in election years?” Since it is Super Tuesday here in Virginia and many other states, it seems appropriate. We

While we’ve already written on coronavirus a few weeks ago, it seems the virus is still not contained and is wreaking havoc across the globe—and in financial markets as well with the S&P 500 falling by over 3% today.  Through February 2020, nearly 25,000 cases of coronavirus have been reported, with nearly

Nothing seems to go by faster than the time does watching children grow.  As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the blink of […]

This week marks the end of a very fun, very tiring, and very rewarding basketball season as coach of the Fresta Valley middle school girls basketball team.  I’ve spent the past few evenings writing notes to each of my players, which has made me think back on the season and wax nostalgic. For those of […]

Thank you to one of our loyal readers for the suggestion of this topic! It’s a good question and one we get a lot from people, especially those nearing or in retirement. And, it usually involves whether or not to pay off the mortgage on a primary residence (or use saved money to buy outright […]

This week, Nathan and I are attending one of our favorite conferences Inside ETFs—the conference is filled with all kinds of exciting sessions such as “The Non-transparent ETF Revolution and the Inevitable Adoption” and “Beyond the FAANGs: Understanding Technology Subsectors”—it’s pretty fun for

Last week, my son was fortunate enough to get to practice with two Washington Capitals hockey players at the Capitals’ practice facility in Arlington. The entire Piedmont Predators under 10 group was able to participate, and I think it’s safe to say they all had a great time (and were a little starstruck!). As a

So, let’s count this blog post as 3,000 words long since I have three great pictures… We are busy with writing our client letter and assembling our quarterly economic review, instead of a lengthy blog post this week, we wanted to share three really interesting charts and infographics from VisualCapitalist.com. The

The Setting Every Community Up for Retirement Enhancement act (SECURE act) has been receiving a lot of press lately, and deservedly so. The act does make some significant changes to the rules around IRA contributions and distributions, and the House and Senate waited till the last minute to pass the act. On a slightly