The Money Conversation(s) Every Charlottesville Couple Should Have Before Year-End
Money is challenging for even the most communicative couples to discuss. Conversations about family, goals, debts, savings, investments, protection, financial boundaries, and estate planning are not always easy or pleasant, but they are necessary. For couples in the...
How to Triumph Over the Financial Challenges Wealthy Women in Charlottesville Face
Women in Charlottesville, even affluent ones, face distinct, often underestimated financial challenges, primarily driven by longer life expectancies, late-in-life transitions, and care giving complications. Navigating widowhood, managing dynastic wealth, and avoiding...
July 2026 Review & Commentary: Is July the Best Month of the Year?
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although the first few days of this month have been rough, historically July is in one way the best month of the year. There has not been a down S&P 500 Index (“S&P 500”) in July for 10 years. ...