Blog Articles

It seems there’s no shortage of worthwhile information out there; the problem is finding the time to track it down and then read it. We try to curate the best of that information and make it easily available through our blog, frequently offered by our very own Peter Mallouk. We also communicate our thoughts on various financial issues throughout the year via presentations, in-person meetings, calls, emails and newsletters.

By Peter Mallouk

Tweets, The Flag, Charlottesville, North Korea & Afghanistan: Why the Market Usually Doesn’t Care

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Kids and Money

When our twin boys turned 16 this past year, they began to cross the threshold into manhood: driver’s licenses, dating, and most important of all, job applications.

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Begin with the End in Mind

In the classic book the 7 Habits of Highly Effective People, Habit 2 “Begin with the End in Mind” is based on the principle that all things are created twice. 

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Utilizing the Proper Rationale for Choosing Investments

I have witnessed a lot of amazing things during my career in the financial services industry.

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Donor Advised Funds – An Even Better Way of Doing Good

Americans love to give money.  Most of us make charitable donations of some kind at least annually. 

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