by Ryan Stille | Dec 29, 2021 | Financial Planning, Investments, Retirement
Here’s one step to take now to get a financial head start on the new year! Create a balance sheet that tallies everything you own and all that you owe. Paper and pencil work well, however I’ve found digital copies more valuable. The value of a balance sheet is to...
by Ryan Stille | Nov 9, 2021 | Retirement
Can short-term planning be as effective as a long term, goal focused plan? I believe so and, in some cases, it may be more beneficial initially then planning for the long run. Financial plans are created to go the distance, often forecasting your probability of...
by Ryan Stille | Apr 14, 2021 | Family, Financial Planning, Retirement, Savings
There are 3 common financial mistakes families and professionals make when managing their cash. In no particular order they are: Holding too much or too little Chasing a return or yield Lumping all your cash in one account Last April, you may have wished for more...
by Ryan Stille | Mar 24, 2021 | Financial Planning, Investments, Retirement, Savings
Well, I’m completely cooked, my bracket is toast after the first round of the NCAA tournament! Filling out your bracket with your favorite picks is a fun gamble that may or may not pan out. Quite the opposite of financial planning which allows for more inputs in...
by Ryan Stille | Jan 20, 2021 | Investments, Retirement, Savings
Take a look at your 12/31 investment statements. Specifically, review the dividends credited to your accounts on your statement. They are not insignificant if your portfolio is constructed of many different companies. Dividends from the equities you own are...
by Ryan Stille | Jan 13, 2021 | Financial Planning, Investments, Retirement, Savings, Taxes
This is Buzz Lightyear’s famous quote as he soars across the room cheered on by his fellow friends/toys. It also describes how I view our firm as we continue to attract clients beyond Northern Virginia. While working on the business, we discovered that over 30...
