Category

Financial Planning

A Positive Influence

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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

A Picture is Worth A Thousand Words

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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

SECURE?

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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

Twixtmas

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The week between Christmas and the New Year is a little disorienting—internet memes abound:           On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019 has been for investors… Pretty fantastic numbers for both the

Elf

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To follow up on Nathan’s post from last week, I hate the Elf on a Shelf.  Ours arrived a few years back and was especially clever, hanging paper snowflakes in the kids rooms, staging elaborate battles with other stuffed animals, and making snow angels out of flour…now, ages later, our boys still jump out of

US Labor & Elf on the Shelf

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Both hard at work! Anyone with Santa-believing-aged children is likely familiar with Elf on the Shelf™. It’s yet another invention that I’m mad about not thinking of first! If you are not familiar, the elf is simply a small elfin-looking doll dressed in a Santa outfit. The short version is that the elf is

Your Investment Time Horizon is Longer Than You Think

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Recently, my wife’s grandmother (my grandmother-in-law?), affectionately known as Ging, celebrated her 94th birthday. While she has had some medical complications along her journey, her quality of life has mostly been very good if not excellent. She is certainly lucky to have a loving family to not only look after

Best of…

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37 days until Christmas. Holiday decorations are starting to creep through our neighborhood—the stores are decked out with full Christmas regalia and sale signage—and our calendar is starting to fill with kids Christmas concerts and parties. Although I will allow a little Christmas creep, I do maintain one hard

Smart vs. Dumb

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News flash: Predicting when markets go up or down can be almost impossible. Some people can get it right some of the time, but no one can get it right all the time. We’ve shown plenty of evidence of this in many of our blog posts, but I reacquainted myself with an interesting chart that […]
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