Insights
Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP® Brett Colbert Maggie Shipley Kayla Hufker
Recent Insights
[Cup of Joe] June 2025 Market Updates
Watch June’s Cup of Joe to learn why single-stock risk matters. Understand how concentrated holdings, volatility, and timing risk can impact your portfolio—and why diversification helps. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.
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[Money Moves with Maggie] A Word of Caution on Buy Now Pay Later
Buy Now Pay Later services may seem harmless, but they can lead to overlapping payments and overspending—especially for Gen Z. In this Money Moves with
[Cup of Joe] May 2025 Market Updates
Watch May’s Cup of Joe for tips on staying grounded when markets shift. Learn how to manage big expenses, filter the news, and prepare your
Top 5 Things Business Owners Should Know About Divorce
Divorce can create unexpected challenges for business owners. In this month’s Divorce Source, Eric Ashburn shares five key things to consider—from business valuations and cash
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Cup Of Joe
Each month we strive to bring you insightful commentary on a broad range of topics within investing and financial planning. Our aim is to simplify market noise and abstract economics with simple, understandable language, providing timely perspective in small servings.
[Cup of Joe] June 2025 Market Updates
Watch June’s Cup of Joe to learn why single-stock risk matters. Understand how concentrated holdings, volatility, and timing risk can impact your portfolio—and why diversification helps. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.
Please like and subscribe!
[Cup of Joe] May 2025 Market Updates
Watch May’s Cup of Joe for tips on staying grounded when markets shift. Learn how to manage big expenses, filter the news, and prepare your
[Cup of Joe] April 2025 Market Updates
We encourage you to watch our State of the Markets webcast with a guest Panelist from JP Morgan. It covers many of the important, fundamental
[Cup of Joe] March 2025 Market Updates
State of the Markets: Top 5 Questions – Webcast on Thursday, 3/27 at 11:00 AM EST. With guest commentator from JP Morgan.
Market Turbulence
Money Moves with Maggie
[Money Moves with Maggie] A Word of Caution on Buy Now Pay Later
Buy Now Pay Later services may seem harmless, but they can lead to overlapping payments and overspending—especially for Gen Z. In this Money Moves with Maggie, we break down how these programs work and why they should be treated like loans, not conveniences. Spend thoughtfully, not impulsively.
[Money Moves with Maggie] Stop Stressing About Tax Brackets
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem
[Money Moves with Maggie] Your Tax Refund Isn’t Free Money
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem
[Money Moves with Maggie] Buying a Home: What you Need to Know
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem
Divorce Source
Safeguarding Your Finances: Fraud Prevention During Life Transitions
Life transitions—whether joyous, challenging, or bittersweet—are moments of change that often come with emotional, logistical, and financial upheaval. Whether you’re retiring, going through a divorce, relocating, or coping with the death of a loved one, these periods make us especially vulnerable to financial fraud. Scammers often exploit distraction, stress, and shifts in routines to take advantage of unsuspecting individuals.
Here’s how you can protect yourself or a loved one from financial fraud during these sensitive life changes.
Top 5 Things Business Owners Should Know About Divorce
Divorce can create unexpected challenges for business owners. In this month’s Divorce Source, Eric Ashburn shares five key things to consider—from business valuations and cash
Why Timely Execution of a Settlement Agreement Matters in Divorce
Timely execution of a divorce settlement agreement is critical. Once both parties agree on key terms—like asset division, support, and custody—delays can cause complications. Financial
Conquer the World: 5 Financial Strategies for Savvy Single Women
At Argent Bridge Advisors, we recognize that women often face unique financial challenges and opportunities. Whether you’re building your financial foundation, fine-tuning your strategy, or
Press Releases
Argent Bridge Advisors Celebrates 6-Years
Argent Bridge Advisors Celebrates 6-Year Anniversary of Delivering Client-Focused Financial Guidance
Vienna, VA – Argent Bridge Advisors proudly announces its sixth anniversary, marking six years of delivering thoughtful financial planning and wealth guidance to individuals, families, and business owners throughout the region.
Since its founding in 2019, Argent Bridge Advisors has maintained a clear mission: to simplify the complex and raise the standard for personalized financial advice. Built on the foundational values of Do Good. Create Success. Be Grateful., the firm has grown into a trusted resource for clients navigating everything from career transitions to legacy planning.
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
Jamie Blum Named President of DC Academy of Collaborative Professionals
Washington, DC – Argent Bridge 2 Divorce (AB2D) proudly announces the appointment of Jamie Blum CPA, CDFA®, Director of Divorce Financial Planning and Litigation Support,
Eric Ashburn Recognized on Advisor Hub’s “250 Advisors to Watch Under $1B” List
Vienna, VA — Argent Bridge Advisors is delighted to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, Partner & Private Wealth Advisor, has earned a
Business Acceleration
Top 5 Things Business Owners Should Know About Divorce
Divorce can create unexpected challenges for business owners. In this month’s Divorce Source, Eric Ashburn shares five key things to consider—from business valuations and cash flow to ownership protection. It’s a must-read for entrepreneurs looking to safeguard what they’ve built while planning for what’s next.
Exit Strategies for Entrepreneurs from a Financial Advisor Washington DC
Exit strategies aren’t just for investors. Entrepreneurs need an exit strategy as well. Having an exit strategy in place gives you control over the future
Financial Planners for Small Businesses Northern Virginia
Some people question whether small business owners need the support of financial planners. The answer is yes, they do. Most small business owners do not
Investment Strategies for Small Businesses in Northern Virginia
It is common for entrepreneurs to have most of their wealth tied up in the business. While this can generate significant returns, it does have
Wealth Management
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
Espresso Shots – How to Lower the Tax Burden for Your Beneficiaries
When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one
Taxes Considerations After a Loved One’s Death
Although it is morbid to dwell on, the holiday season can see an increase in deaths for a number of reasons. This often leaves people
Charitable Deductions 2021 | Charles Schwab Donor Advised Funds
Are you planning for your charitable deductions in 2021? Whether you give all throughout the year, or all at once, donating to charity is a
