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
[Cup of Joe] Questions for 2026
January’s Cup of Joe focuses on the questions that matter most as investors look ahead to a new year. Joe walks through how portfolios are being positioned for 2026, what recent market leadership may signal going forward, and why revisiting diversification, downside planning, and retirement account allocations can be more valuable than relying on market predictions.
Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the moments of growth, change, and connection that shaped the year.<br
[Money Moves with Maggie] When Refinancing Your Home Makes Sense
As mortgage rates begin to ease, many homeowners are wondering whether refinancing could make sense for them. Taking time to review your options now can
[Cup of Joe] Market Forecasts and Better Questions to Ask
December’s Cup of Joe looks at why annual market forecasts are often unreliable and what investors should focus on instead. Joe breaks down historical market
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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] Questions for 2026
January’s Cup of Joe focuses on the questions that matter most as investors look ahead to a new year. Joe walks through how portfolios are being positioned for 2026, what recent market leadership may signal going forward, and why revisiting diversification, downside planning, and retirement account allocations can be more valuable than relying on market predictions.
[Cup of Joe] Market Forecasts and Better Questions to Ask
December’s Cup of Joe looks at why annual market forecasts are often unreliable and what investors should focus on instead. Joe breaks down historical market
[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
[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,
Money Moves with Maggie
[Money Moves with Maggie] When Refinancing Your Home Makes Sense
As mortgage rates begin to ease, many homeowners are wondering whether refinancing could make sense for them. Taking time to review your options now can help ensure any decision supports your long term financial plan.
[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.
[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
Divorce Source
Planning for a Divorce in the Year Ahead? Smart Moves to Make Before January
Are you considering a divorce next year? Many people face irreconcilable issues in their marriage that lead them to divorce. It is important to plan for the potential long-term financial and tax consequences when planning for divorce.
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
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.
Press Releases
Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the moments of growth, change, and connection that shaped the year.
It was a year defined by new chapters, new places, new faces, and deepening relationships. We wanted to share a few highlights that made this year especially meaningful to us. And as always, thank you for trusting us with your financial decisions and for inviting us into your story. That trust is something we never take for granted.
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
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
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