Give the Gift of Stock This Holiday Season

Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could be far more impactful than anything else on your wish list. Make this holiday season about investing in your future!

Argent Bridge Advisors Launches Argent Bridge 2 Business Acceleration

Vienna, VA – Certified as an exit planning advisor, Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, Partner & Private Wealth Advisor at Argent Bridge Advisors, launches Argent Bridge Advisors to Business Acceleration (AB2BA) service. Designed for business owners aiming to optimize their company’s value, AB2BA delivers customized strategies to address growth and transition challenges while focusing on financial, operational, and personal readiness.

AB2BA provides comprehensive support tailored to the unique challenges of business acceleration. Services include strategic growth planning, financial readiness assessment, risk management strategies, and operational efficiency optimization. This initiative reflects Argent Bridge Advisors’ commitment to supporting business owners with the tools and insights needed to thrive in today’s competitive environment.

Coffee & Conversation: Charitable Gifting 101

Coffee & Conversation Charitable Gifting 101 In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor […]

Too Close To Home

Too Close To Home: A Lesson on Preparedness In my mid-to-late 20s, I lived in Asheville, North Carolina, for six years. There, I met my husband and owned a business, […]

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