Latest Articles

When Should I Worry About Performance?
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Some performance is cause for concern. Other times, you need not worry. Here are 5 times you should not worry and 4 cases when you should.

How QCDs May Help Your Virginia State Taxes
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“If you claimed the standard deduction on your federal income tax return, you must also claim the standard deduction on your Virginia return.”

Observations on “The FIRE Movement”
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The FIRE (Financial Independence, Retire Early) movement is a suggestion that you should have the goal of achieving financial independence and retiring while you are young.

#TBT Slow and Steady Wins the Race
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In 2003, David stopped to rescue a snapping turtle from 250 West. Now, in 2019, the financial planning lessons from that turtle are still sage advice.

The Power of Compounding
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It is hard to prioritize saving, but it pays off. Here is how.

No One Tells the IRS You Did a QCD Except You
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Be sure to remember to tell your tax preparer that you did a QCD.

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