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

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 future.

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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

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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

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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.

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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

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[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.

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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

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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.

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[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.

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[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

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[Cup of Joe] All About Single-Stock Risk

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 helps. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.

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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

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[Cup of Joe] Control What You Can Control… Here’s How

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.

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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.

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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

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[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

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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.

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