I Scream, You Scream, We all Scream for…I Bonds?

Matt Cohen, CFP®, CIMA® | Relationship Manager
The first lesson I learned in Econ 101 was the concept “there is no such thing as a free lunch.” As a freshman college student on a prepaid meal plan, I was initially skeptical. Over time it has become a simple but useful lesson for me that “cost” has many meanings, and a monetary exchange is just one type.
Read More

A Deeper Look into Donor Advised Funds and Private Foundations

Cheryl W. Langston, CFP® | Relationship Manager
In the Northern Virginia area, we come across many successful professionals who have significant philanthropic desires. As financial professionals, it is important that we understand different charitable gifting options to explore with the client as part of their financial or estate plans.
Read More