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] 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 and tradeoffs of index funds, the value of selective management, and why using both can create stronger balance through changing markets.
[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.
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
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
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 be questioning your identity, your choices, or even what your life will look like from here on out. These emotions are normal. They are part
Running a Business? Don’t Miss These 5 Signs Your Finances Need Attention
When you’re running a business, your own financial health can easily fall to the bottom of the list. Between managing your team, serving clients, and making big decisions every day, it’s no surprise that personal planning gets pushed aside.
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 Star Wealth Manager. This recognition honors professionals in the wealth management industry who demonstrate exceptional client satisfaction, integrity, and commitment to excellence.
The 5 Players and Money Moves That Can Make or Break Your Business Exit
I recently saw the new F1 movie with Brad Pitt, and it was a reminder that even the fastest driver cannot win without the right team in the pit. Exiting a business is no different. Roughly half of business sales collapse before closing. Not because the numbers do not add
Year-End & Beyond: Tax Planning Strategies for High-Net-Worth Families
As we approach year-end, many families are asking how to make the most of 2025 under current tax rules while also preparing for the changes ahead in 2026. The weeks between now and December 31 represent a particularly important window for proactive planning. Actions taken before year-end can reduce this
[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 life happening digitally, it’s more important than ever to keep your accounts secure.
📌 Topics covered:
Why strong, unique passwords matter
How to spot and
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 divorce: dividing assets, protecting children, managing emotions, and maintaining privacy. With preparation and trusted guidance, couples can navigate separation with clarity and stability for the
[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, how the size of the U.S. economy helps limit lasting effects, and why current valuations may lead to short-term profit-taking. He also discusses how the
A Premarital Playlist
You’ve picked the venue, finalized the guest list, chosen a cake flavor, and built the perfect wedding playlist. But have you tackled one of the most important pre wedding steps? An honest financial conversation with your partner.
It’s not the most glamorous part of wedding planning, but it may
[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 cover topics like merging finances, setting shared goals, and how open dialogue can create a stronger financial foundation before or just after marriage.
The OBBBA Deduction Explained: What Retirees Should Know
The One Big Beautiful Bill Act (OBBBA) is making big changes to how Social Security benefits are taxed. While many retirees will see reduced or even eliminated taxes thanks to a new deduction, the details matter. Income limits, phase-outs, and an expiration date in 2028 mean this benefit isn’t as
Takeaways from Stop, Spot, Secure
Missed Our “Spot, Stop, Secure” Webinar?
We’ve compiled a recap of the key fraud and scam prevention strategies discussed during the session. Learn how scammers are using AI, phishing, and impersonation schemes and what you can do to stay protected.
A Newlywed Guide
A Newlywed Guide Building Your Future Together Marriage is an exciting new chapter, and it is the perfect time to align your financial lives. Our Newlywed Guide walks you through key topics such as managing accounts, setting shared goals, protecting what matters with insurance and estate planning, and preparing for
[Cup of Joe] Lessons To Remember from this Unique Year
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.
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. One area that is sometimes overlooked, but critically important, is life insurance. Whether you are the policyholder, the insured, or the beneficiary, divorce can dramatically
A Fresh Look at 529 Plans
529 plans remain one of the most effective ways to prepare for education expenses while supporting long-term financial goals. In this video, Eric Ashburn, CFP®, CEPA®, CDFA® shares an updated look at how these accounts work and the unique advantages they provide.
[Money Moves with Maggie] Smart Money Moves to Close Out Summer
August can bring more volatility in the stock market. Maggie explains why staying invested matters, how missing the best days can hurt returns, and why consistent contributions, even after summer overspending, are key to long-term growth.
[Cup of Joe] Timing the Market vs Time In the Market
Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.
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
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 the full post.
[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
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 matters.
[Cup of Joe] Mid-Year Check In
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
[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.
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