Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
A Frequent Client Question: “How is the Market Doing?”
We are often asked about “the market,” and people are always referring to either the Dow Jones Industrial Average or the S&P 500 when they ask that question. But there are other stock markets and …
Read MoreInterview: Your Social Security questions answered {Video}
By: Virginia This Morning Posted at 12:59 PM, Jun 02, 2021 RICHMOND, Va. — Social Security benefits continue to be a challenge for many to navigate. Today we are joined by Jennifer Luzzatto, CFA, CFP®, President at …
Read MoreEstate Planning: Is It Necessary? {Video}
Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon …
Read MoreHave questions? We’re here for you. Let’s talk.
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