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

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.

The 5 Players and Money Moves That Can Make or Break Your Business Exit
I recently saw the new F1 movie with Brad Pitt, and it was a reminder that even the fastest driver cannot win without the right

Year-End & Beyond: Tax Planning Strategies for High-Net-Worth Families
As we approach year-end, many families are asking how to make the most of 2025 under current tax rules while also preparing for the changes

[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
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] 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, how the size of the U.S. economy helps limit lasting effects, and why current valuations may lead to short-term profit-taking. He also discusses how the Argent Bridge Investment Committee recently rebalanced portfolios by trimming U.S. equities, restoring bonds to full target weight, and modestly increasing international exposure to maintain balance through uncertainty. Finally, Joe shares perspective on recent “market crash” headlines and why today’s market appears more grounded in strong fundamentals than in speculation.

[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

[Cup of Joe] Mid-Year Check In
Watch July’s Cup of Joe for a mid-year market check-in. See how different asset classes performed through June 30th and learn why diversification continues to
Money Moves with Maggie

[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 life happening digitally, it’s more important than ever to keep your accounts secure.
📌 Topics covered:
Why strong, unique passwords matter
How to spot and handle texting scams
Setting up alerts to monitor your accounts
💡 Tip: A password manager and regular account alerts can go a long way in helping you stay one step ahead of fraud.
✅ Watch this quick video for three simple ways to strengthen your cybersecurity habits.

[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

[Money Moves with Maggie]Should You Open a Trump Account for Your Child?
Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as
Divorce Source

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 divorce: dividing assets, protecting children, managing emotions, and maintaining privacy. With preparation and trusted guidance, couples can navigate separation with clarity and stability for the future.

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

[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
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

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 the full post.
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
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


