Financial & investing terms

The Bullard Bounce

After a week that left investors wondering what’s next – much like fishermen on a lake as the wind kicks up and the water gets choppy – the wind settled and the fish started biting. Our weekly market commentary reports that U.S. stock markets posted their best weekly … [Read More...]

401(k)

Is a 401(k) Rollover Right For You?

  Do you have a 401(k) from a previous employer? Do you know what your options are regarding that 401(k)? We can help you to evaluate what is best for you. When you leave a job and you don’t want to leave your 401(k) assets in your former employer’s plan, you … [Read More...]

Virginia back roads

You Don’t Have To Walk Alone

Planning for your financial future is a journey that you don't have to take by yourself. Watch this 2-minute video to see how we can help you with your financial planning, tax planning, and investment management.   … [Read More...]

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How Can You Become Our Client?

        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]