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® Sierra Lawrence CGSP® Brett Colbert Maggie Shipley Kayla Hufker
Recent Insights
[Money Moves with Maggie] End of Year Money Moves to Check Off Now
As the year winds down, it is a great time to check in on a few key items that can keep your finances on track. A quick review now can help you step into 2026 with confidence.
End of Year Financial Checklist
As the year comes to a close, it is the perfect moment to review your financial world, make thoughtful updates, and ensure everything aligns with
[Cup of Joe] Passive vs Active Investment Strategies
November’s Cup of Joe looks at passive and active investing, how each works, and when one may have an edge. Joe breaks down the strengths
Gray Divorce: Rebuilding with Clarity & Confidence
Divorce later in life, often called “gray divorce”, can feel like stepping into uncharted territory. It can bring grief, uncertainty, and even fear. You may
Search our Site
Categories
Latest Post
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] Passive vs Active Investment Strategies
November’s Cup of Joe looks at passive and active investing, how each works, and when one may have an edge. Joe breaks down the strengths and tradeoffs of index funds, the value of selective management, and why using both can create stronger balance through changing markets.
[Cup of Joe] Government Shutdown & “Is the Market Going to Crash?”
Watch October’s Cup of Joe to learn how a government shutdown and rising market anxiety could affect investors. Joe explains why shutdowns are typically short-lived,
[Cup of Joe] Lessons To Remember from this Unique Year
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the
[Cup of Joe] Timing the Market vs Time In the Market
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the
Money Moves with Maggie
[Money Moves with Maggie] End of Year Money Moves to Check Off Now
As the year winds down, it is a great time to check in on a few key items that can keep your finances on track. A quick review now can help you step into 2026 with confidence.
[Money Moves with Maggie] 3 Cybersecurity Tips to Protect Your Finances Online
Cybersecurity Awareness Month is a good reminder to take a closer look at how you’re protecting your finances online. With so much of our financial
[Money Moves with Maggie] Planning Finances as a Couple
This month, Maggie is joined by her fiancé, Enzo, to share the most important money conversations couples should have when planning a future together. They
[Money Moves with Maggie] Smart Money Moves to Close Out Summer
August can bring more volatility in the stock market. Maggie explains why staying invested matters, how missing the best days can hurt returns, and why
Divorce Source
Gray Divorce: Rebuilding with Clarity & Confidence
Divorce later in life, often called “gray divorce”, can feel like stepping into uncharted territory. It can bring grief, uncertainty, and even fear. You may be questioning your identity, your choices, or even what your life will look like from here on out. These emotions are normal. They are part of the process of transition, of leaving one chapter behind and beginning another. Please note the podcast recommendation below.
When Love & Legacy Collide
Nicole Kidman and Keith Urban’s separation after 19 years underscores that even long, seemingly perfect marriages face challenges. Their story reflects what many experience in
Untangling Life Insurance in Divorce
Divorce is one of life’s most challenging transitions, and it often brings a host of financial considerations that extend beyond property division and custody agreements.
5 Ways to Navigate Divorce and Back-to-School Season With Confidence
As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through
Press Releases
Argent Bridge Advisors’ Eric Ashburn Recognized as a 2025 Five Star Wealth Manager
October 2025 – Vienna, VA – Argent Bridge Advisors is proud to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, has been named a 2025 Five Star Wealth Manager. This recognition honors professionals in the wealth management industry who demonstrate exceptional client satisfaction, integrity, and commitment to excellence.
Eric Ashburn Named to AdvisorHub’s Top 250 Advisors to Watch Under $1B for the Second Consecutive Year
Vienna, VA – Argent Bridge Advisors is proud to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, has once again been named to AdvisorHub’s Top
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
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
Business Acceleration
5 Ways to Navigate Divorce and Back-to-School Season With Confidence
As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through a divorce, this “back-to-school” season may feel anything but routine. It might mark the first time you’re managing drop-offs and homework alone. Or the first time your children spend part of the week somewhere else.
[Divorce Source] 4 Steps to Reclaim Financial Freedom After Divorce
Divorce is a significant life transition—and a critical moment to realign your financial life. This 4-step approach is designed to help you take control with
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
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
Wealth Management
End of Year Financial Checklist
As the year comes to a close, it is the perfect moment to review your financial world, make thoughtful updates, and ensure everything aligns with your goals. A strong finish sets the tone for a confident start to the year ahead.
Maryland Tax Law Changes Now in Effect: What Individual Taxpayers Need to Know
Maryland’s new tax laws are now in effect with changes to tax brackets, deductions, and more. See how these updates could impact you – read
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
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