• Comments on Recent Market Volatility

    Please review this letter from LPL’s Chief Investment Officer, Burt White, reflecting his views on the recent market decline. Dear Valued Investor: August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every […]

  • Client Event at James River Cellars, 2015

    Thank you to all who kicked off the weekend with us at Fridays on the Patio, an event series hosted at James River Cellars. From the wine tasting to the great company and live music provided by The Taters, it was a fun-filled evening. If you couldn’t make it this year, we look forward to […]

  • When Will You Have Your Independence Day?

    We Just Celebrated Our Nation’s Independence Day! When will you have your Independence Day? In the beginning, every financial firm demonstrates the qualities that make you feel as though you have found a home. Yet, many folks have told us that it did not take long for the honeymoon period at their previous advisor to be over. […]

  • We Are Proud to Sponsor ConnectX

    Last month, the International Mission Board of the Southern Baptist Convention began a 3-day webinar workshop called ConnectX. The purpose is to link Christian employees and volunteers around the world, and expose them to the power of digital photography and video as a means of reaching third world countries. We are proud to be a […]

  • May Newsletter

    We are excited to announce that we are now publishing a quarterly newsletter. We hope you will find each issue to be fun, informative, and relevant. We welcome your feedback! If you would like to be added to our newsletter mailing list, send us an email! Please click the below link to enjoy this month’s […]

  • Richmond SPCA Progressive Dinner 2015

    We were honored to present Richmond SPCA‘s Progressive Dinner again this year. This fun, annual event raises much-needed funds to support the homeless animals cared for by Richmond SPCA. Larry Lage, the featured pup of this year’s event, was once a resident of the SPCA and was adopted by our client and dear friend, Cheryl Lage. Thank […]

  • The Magic Bank Account

    Last week, we lost a dear friend and long-time client.  Only three weeks from her initial diagnosis, she gently slipped from this world to the next. She lived her life fully, and her friends and family will miss her greatly and remember her fondly. When we saw this story, The Magic Bank Account, we thought […]

  • Client Event at Lewis Ginter Botanical Garden, 2015

    Thank you to those who joined us at Lewis Ginter Botanical Garden for our first-ever client event there. From the stunning double rainbow that developed just before our tours began, to the music and dinner at Bloemendaal House garden, we enjoyed a spectacular evening.  

  • 15 Things Exceptional People Think Each Day

    Being smart or lucky never hurt anyone, but being truly successful depends on the way you live each day. Successful people are not necessarily smarter or luckier than most. They simply understand that, as Aristotle said, “We are what we repeatedly do. Excellence is not an act, but a habit.” Here are 15 things that exceptional people think, say, […]

  • Meet our friend, Larry Lage

    Please save the date for the Richmond SPCA’s Progressive Dinner, presented by The Main Street Group on Saturday, April 25. This fun, annual event raises much-needed funds to support the homeless animals in our care and takes place in five of historic Monument Avenue’s most beautiful homes. Before Larry became ours, we’re convinced someone loved him. That someone took the time to teach him to “Shake” […]

  • Shooting with Steve

    Touching on a variety of subjects ranging from concealed carry to situational awareness, we all left feeling safer and more knowledgable thanks to Trooper Mike McGee of the Virginia State Police Department. Shooting with Steve is a three-class series on personal wellness and safety hosted at Colonial Shooting Academy. Stay tuned for additional class dates, […]