Charitable Giving: 4 Things to Know as 2020 Comes to a Close
Posted by Emilia White on Mon, 11/02/2020 - 15:55
This year has been challenging for people, no matter their means or situation. As we approach the holiday season (and the end of the tax year), many of you may be considering increased charitable giving to organizations you support, or you may be concerned about maintaining the level of giving you have targeted in past years. In both cases, reviewing your options thoughtfully can reveal opportunities to make your giving more impactful to recipients while also lightening your tax burden.
With Election Season Heating Up, How Much Volatility Should We Prepare For?
Posted by Christopher Rivers, CFP®, CRPC® on Wed, 10/21/2020 - 12:53
As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors are worried about what might be next. Expectations of volatility, as measured in the options markets, have spiked for November but questions remain. How big a drop might we see in financial markets? Will it be like 2000? Could it be worse?
D.C. is a financial standout. Are you making the most of your career?
Posted by Carl Holubowich on Thu, 10/01/2020 - 14:42
The politics of our hometown might get more headlines, but the economics of D.C. tell a story that’s just as complex and compelling. We’re fortunate to be in one of the country’s most active financial hubs.
Understanding Medicare – taking it part by part
Posted by John Wittelsberger, CFP® on Tue, 09/01/2020 - 11:20
Often when you are involved in or overhear a conversation about Medicare, terms like “Part A” and “Part D” make you wonder, “what in the world do they mean?” Fear not, this article is your guide to joining those conversations – and maybe even educating your friends and family on the subject.
Trends point to rise of ESG investing
Posted by Mitch Strobel, CFP® on Thu, 08/20/2020 - 09:38
In a year that has revolved around the Covid-19 pandemic and highlighted many important social issues, which continue to take a tremendous toll on our health, economic well-being and everyday lives, it makes sense that environmental, social, and governance (ESG) investing and corporate sustainability practices are accelerating.
You’ve retired. Now what? Adjusting to the first year of your retirement.
Posted by Alexandra Armstrong, CFP®, CRPC® on Thu, 08/13/2020 - 08:49
Alexandra Armstrong, founder of Armstrong, Fleming & Moore, recently published her second book to help women navigate important financial and life decisions. We’re pleased to publish excerpts here, and hope you’ll enjoy the wisdom of one of D.C.’s most groundbreaking financial planners.
From our Founder: A Woman's Guide to Successful Retirement
Posted by Alexandra Armstrong, CFP®, CRPC® on Thu, 07/23/2020 - 15:23
Retirement planning carries a host of complexities for everyone, but women face a set of unique challenges. Your Next Chapter: A Woman’s Guide To A Successful Retirement can help women successfully navigate through this major transition in their lives, both emotionally and financially.
Is the Market Recovery Rooted in Reality?
Posted by Chris Rivers, CFP®, CRPC® on Thu, 07/09/2020 - 11:17
Hollywood screenwriter William Goldman famously said that "nobody knows anything" when it comes to what works in Hollywood. Despite decades of experience, no one in Hollywood had any idea what was going to be a hit and what was going to be a flop.
Spotlight on Women: In Business and Beyond
Posted by Nicolette Davicino on Tue, 06/23/2020 - 15:14
It is more important now than ever to focus on including women as part of business conversations to ensure our workplaces are not set back in gender equality by today's dramatic challenges. As the World Bank Group’s Women, Business, and the Law 2020 points out, “equality of opportunity is good economics.” And seeing the impact female leaders make on the bottom line drives diversity of all forms in a positive direction.
It’s graduation time, and your 529 plan is ready for its grand entrance
Posted by Elizabeth Schleifer on Wed, 05/27/2020 - 11:28
The education world may be in flux, but higher learning will continue to be a priority for most families – even with a price tag that has outpaced inflation for decades. If a 529 plan is part of the mix of tools you’re using to save and invest, it may be time to think about how you’ll put it to use.