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
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.
[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
[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
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,
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, relocating, or coping with the death of a loved one, these periods make us especially vulnerable to financial fraud. Scammers often exploit distraction, stress, and
[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 Maggie, we break down how these programs work and why they should be treated like loans, not conveniences. Spend thoughtfully, not impulsively.
[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 response ahead of time. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.
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 flow to ownership protection. It’s a must-read for entrepreneurs looking to safeguard what they’ve built while planning for what’s next.
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 of delivering thoughtful financial planning and wealth guidance to individuals, families, and business owners throughout the region.
Since its founding in 2019, Argent Bridge Advisors
[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 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
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.
[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.
[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
[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
US stock indexes are experiencing considerable volatility driven by the uncertainty from policy shake ups, primarily with tariffs. The US market started the year at
Conquer the World: 5 Financial Strategies for Savvy 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
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