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
[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 far. In this Money Moves with Maggie, Maggie shares smart tips for protecting your travel budget, from choosing destinations where the dollar still goes further to skipping foreign transaction fees.
Walking with Hope for a Future Without Alzheimer’s
Our team walks to honor loved ones lost to Alzheimer’s and to fight for a future without it. Read the story behind why this cause
[Cup of Joe] July 2025 Market Updates
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
[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
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] July 2025 Market Updates
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 be your strongest defense against volatility. Get insight into what our Investment Committee is discussing, including the role of active management and the hidden risks of sitting in cash.
Please like and subscribe!
[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
[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
Money Moves with Maggie
[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 far. In this Money Moves with Maggie, Maggie shares smart tips for protecting your travel budget, from choosing destinations where the dollar still goes further to skipping foreign transaction fees.
[Money Moves with Maggie] Summer Travel Plans? Make the Most of Your Money
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
[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
[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
Divorce Source
[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 clarity, protect what matters most, and move forward with confidence. Because financial freedom isn’t just possible after divorce—it’s entirely within reach.
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,
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
Press Releases
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 250 Advisors to Watch Under $1B for 2025. This marks Eric’s second consecutive year earning a place on this distinguished national list.
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
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,
Business Acceleration
[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 clarity, protect what matters most, and move forward with confidence. Because financial freedom isn’t just possible after divorce—it’s entirely within reach.
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
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
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
