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Mutual funds vs. ETFs

October 30, 2021

Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …

Planning for RMDs

October 12, 2021

Required minimum distributions (RMDs) can be confusing, even for clients already taking them. Let’s walk through what they are, how they work, …

RMD
Stacks of coins

Dividends and retirement income

September 20, 2021

Dividends are one of the most fundamental concepts in investing, particularly when it comes to investing in retirement. Because they’re so basic, …

Your Bitcoin questions answered

July 15, 2021

Jamie Cox

What is Bitcoin? Bitcoin was the first cryptocurrency created. A cryptocurrency is a digital currency or payment system that’s based in cryptography, …

We Are Open For Business

March 27, 2020

On March 23rd the Governor of Virginia issued Executive Order 53 placing temporary restrictions on non-essential businesses. As a financial institution serving …

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