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 […]
[Empowered Divorce Decisions]: Dividing Annuities in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing assets during a divorce is often complex, especially with specialized assets like annuities. Whether an annuity was purchased for retirement or as […]
[Market Recap] Cup of Joe: November 2024 Market Update
Cup of Joe Markets in November As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this […]
The Wealth High Wire | Financial Planning for Professional Athletes
The Wealth High Wire Balancing High Stakes Decisions Financial Planning for Professional Athletes: A Playbook for Long-Term Success Signing a contract with a professional sports team is a monumental achievement. […]
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, […]
[Market Recap] Cup of Joe: October 2024 Market Update
Cup of Joe Markets in October A teammate of mine recently posed a simple question, “Why not just put everything [in a 401K account] in one fund, like the […]
[Empowered Divorce Decisions]: Considerations for Defined Benefit Plans in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing defined benefit retirement accounts, often called pension plans, during a divorce requires a unique approach compared to defined contribution accounts. Here’s what […]
[Empowered Divorce Decisions]: Understanding Defined Contribution Retirement Plans in Divorce Settlements
Understanding Defined Contribution Retirement Plans in Divorce Settlements Defined contribution retirement plans, such as 401(k)s, 403(b)s, and IRAs, are important financial assets, especially during a divorce. These plans can be […]