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] 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 topics that investors should be focusing on at the moment. Soon to be available on our Youtube channel.
[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
Conquer the World: 5 Financial Strategies for Savy 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
[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
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] 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 topics that investors should be focusing on at the moment. Soon to be available on our Youtube channel.
[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
[Cup of Joe] February 2025 Market Update
Insights on Tariffs
Tariffs are, by nature, inflationary. But don’t expect a sharp rise to levels we experienced in 2022.
Good reason to
[Cup of Joe] January 2025 Market Update
Mixed emotions of a good year.
– S&P 500 returned 25% which makes it two years in a row the index was up that
Money Moves with Maggie
[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 to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks through thoughtful ways to put your refund to work, from building your emergency savings to paying down high-interest debt or funding a personal goal. With a little strategy, your refund can support long-term financial progress. Watch now for practical guidance to help you make the most of it.
[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
[Money Moves with Maggie] The Power of Staying invested
In this episode of Money Moves with Maggie, Maggie Shipley dives into why staying invested is one of the smartest financial moves you can make
Give the Gift of Stock This Holiday Season
Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock
Divorce Source
Conquer the World: 5 Financial Strategies for Savy 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 already enjoying retirement, we’re here to provide guidance every step of the way. Here are five financial strategies to help you feel confident in the future you’re creating.
[Empowered Divorce Decisions]: Dividing Annuities in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing assets during a divorce is often complex, especially with specialized assets like annuities. Whether an annuity was
[Empowered Divorce Decisions]: Considerations for Defined Benefit Plans in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing defined benefit retirement accounts, often called pension plans, during a divorce requires a unique approach compared to
[Empowered Divorce Decisions]: Understanding Defined Contribution Retirement Plans in Divorce Settlements
Understanding Defined Contribution Retirement Plans in Divorce Settlements Defined contribution retirement plans, such as 401(k)s, 403(b)s, and IRAs, are important financial assets, especially during a
Press Releases
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 Argent Bridge Advisors to Business Acceleration (AB2BA) service. Designed for business owners aiming to optimize their company’s value, AB2BA delivers customized strategies to address growth and transition challenges while focusing on financial, operational, and personal readiness.
AB2BA provides comprehensive support tailored to the unique challenges of business acceleration. Services include strategic growth planning, financial readiness assessment, risk management strategies, and operational efficiency optimization. This initiative reflects Argent Bridge Advisors’ commitment to supporting business owners with the tools and insights needed to thrive in today’s competitive environment.
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
Argent Bridge Advisors Announces the Launch of Argent Bridge 2 Divorce
[Vienna, VA] – [May 1, 2024] –Argent Bridge Advisors, a leading financial advisory firm, proudly introduces Argent Bridge 2 Divorce (AB2D), a specialized division dedicated
Business Acceleration
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 of your small business. How
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
How Can a Financial Advisor Help Your Business?
Exactly how can a financial advisor help your business? The American College of Financial Services reported that 60 percent of business owners have not met with a
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
