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
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 circumstances may shift, cooperation can fade, and legal deadlines might be missed. Market volatility can also impact asset values, making originally fair terms suddenly unbalanced. Finalizing promptly locks in the agreement as intended and helps both parties move forward with clarity, confidence, and peace of mind during a difficult transition.
[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
[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
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
[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 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
[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 believe these will be short-term.
Realistic expectation of some level of universal tariff to remain in place.
Expect volatility while the Tariff Game
[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 as we enter 2025. While 2024 brought impressive market gains, it’s important to stay focused on your long-term financial goals rather than giving in 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 much. US midcaps & Small caps returned low double digits. And International and Emerging Market stocks contributed modestly gaining 4.4% and 8% respectively.
– The
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 as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could be
Cup of Joe: Markets in December
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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
[Money Moves with Maggie] Give the Gift of Stock This Holiday Season
https://youtu.be/yPZ79npoxzk 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 as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could
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 & Client Engagement Manager at Argent Bridge Advisors, share three impactful year-end charitable giving strategies. Discover how Qualified Charitable Distributions
[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 purchased for retirement or as a structured settlement, it’s crucial to understand how to divide it fairly in a divorce settlement. This guide explores the
[Market Recap] Cup of Joe: November 2024 Market Update
Cup of Joe Markets in November As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this month’s Cup of Joe, we cover important year-end topics, from boosting your 401(k) contributions to understanding market volatility in light
Cup of Joe: Markets in November
As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this month’s Cup of Joe, we cover important year-end topics, from boosting your 401(k) contributions to understanding market volatility in light of elections. Join us as we
The Wealth High Wire | Financial Planning for Professional Athletes
The Wealth High Wire Balancing High Stakes Decisions Financial Planning for Professional Athletes: A Playbook for Long-Term Success Signing a contract with a professional sports team is a monumental achievement. You’ve spent years training and perfecting your craft, and now you’re being rewarded with a lucrative deal. But while your
Too Close To Home
Too Close To Home: A Lesson on Preparedness In my mid-to-late 20s, I lived in Asheville, North Carolina, for six years. There, I met my husband and owned a business, and now my sister and nephews call Asheville home. Watching Asheville begin the recovery process after the devastation from Hurricane
The Power of Compound Interest
In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your wealth over time. Don’t miss
[Market Recap] Cup of Joe: October 2024 Market Update
Cup of Joe Markets in October A teammate of mine recently posed a simple question, “Why not just put everything [in a 401K account] in one fund, like the S&P 500 Index?” The simple answer is Diversification. But what does that mean for investing? Diversification for what purpose? Risk
Cup of Joe: October Markets in October
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[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 defined contribution accounts. Here’s what you need to know to navigate this complex process and ensure a fair division. 1. Identify the Type of Defined
[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 divorce. These plans can be held through an employer or individually in brokerage accounts, like Schwab or Fidelity, and contributions may come from both the
[Market Recap] Cup of Joe: September 2024 Market Update
Cup of Joe Markets in September Pulse of the Market Stock Performance in 2024: The market has shown solid performance so far this year. The S&P 500 is up 16.5%, with U.S. small and mid-cap indexes rising by 6% and 9%, respectively. International and Emerging Market indexes have also posted
[Empowered Divorce Decisions]: Meet Our CDFA®’s
Meet Our CDFA®‘s Our team of Certified Divorce Financial Analyst® professionals at Argent Bridge Advisors understand the challenges that arise when deciding financial matters in divorce. It can be overwhelming. As you build your team, let us be your support to prepare you for the decisions you will need to
The Wealth High Wire | Maximizing the Benefits of Selling Your Home for a Large Profit
The Wealth High Wire | Balancing High Stakes Decisions Maximizing the Benefits of Selling Your Home for a Large Profit If you’re considering selling your home and expect a significant profit, it’s essential to approach the process with a well-thought-out plan. Here are some important steps to take before finalizing the
[Money Moves with Maggie] The Power of Compound Interest
The Power of Compound Interest In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your
[Market Recap] Cup of Joe: July 2024 Market Update
Markets in July We’re now at the halfway point of 2024, and the returns for asset classes are spread across the spectrum. Large Cap US stocks are leading the way only because of a few of the largest names. Emerging Markets saw a strong rally in Q2 and now sit
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