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Message from the President: HAPPY 8TH BIRTHDAY, MR. BULL

by Fred Baerenz

The second longest running bull market run over the last century will turn eight years old on March 9, 2017.  On March 9, 2009, the S&P opened at 676.53, and closed on February 27, 2017 at 2369.73.  Over that same time, the DOW opened at 6547.05 and closed at 20,837.44, registering its twelfth consecutive record […]

Account Maintenance Corner: IRA Contributions

by Amanda Pfeifle

Tax season is the perfect time to revisit your savings plan. One important component of that plan may be contributing to your Traditional or Roth IRA. As a reminder, individuals under the age of 50 can contribute up to $5,500 each year, and those over the age of 50 can contribute up to $6,500. Your […]

The Endowment Model: Managed Futures

by Jim Ortlip

Managed Futures are a solid part of all investment portfolios most especially those dedicated to implementing the endowment strategy.  The key to a successful endowment model is to populate the portfolio with income generating assets that have little to no correlation to each other.   When you incorporate assets into a portfolio that are not correlated […]

Worry-Free Financial Planning for Every Generation

by AOG Wealth Management

To achieve financial freedom and enjoy a comfortable retirement, you need to plan your finances early in your working career. In fact, you should tackle this important task regardless of how young or old you are, whether you are a recent college grad earning that first paycheck or in your golden years. Wise spending, frequent […]

The College Financial Aid Process: What Parents Need to Know

by AOG Wealth Management

With the average price of public four-year colleges growing to more than $18,000 every year, it’s easy to think that college education for our children is financially out of our reach. Fortunately, there are numerous financial resources that can help realize the dream of a college degree. One of the best ways to finance your […]

Sudden Wealth? 3 Tips to Effectively Handle Financial Windfalls

by AOG Wealth Management

Many people dream of striking it rich with a financial windfall such as winning the lottery. More common financial windfalls come in the form of an inheritance, legal judgement, sale of a business, etc. If you’ve suddenly come into money, you may start to wonder how best to handle this new found wealth.

Factors to Consider in Estate Planning

by AOG Wealth Management

When talking about estate planning, you’ll need to face hard decisions about how best to distribute your wealth. Estate planning is a process involving the arrangement, management, and disposal of an individual’s estate during their life or after passing on.

The Endowment Model: Private Equity

by Jim Ortlip

The objective of the endowment model is to provide competitive portfolio returns with reliable income while reducing the volatility of the portfolio. Two of the major characteristics of an endowment portfolio that work together to fulfill these objectives are the use of illiquid investment vehicles and the use of investment vehicles that are of very […]

Account Maintenance Corner: Tax Prep

by Erica Schaeffer

Tax season is upon us! Please take a glance at our helpful hints below… Tax Preparation Packets As a wealth management firm specializing in assisting high net worth individuals and businesses with their financial needs, we strive to provide exemplary client service. As a component of that service, we are in the process of preparing […]

4 Ways People Under 40 Can Simplify Estate Planning

by AOG Wealth Management

A common misconception is that estate planning only applies to the wealthy. This process, however, is essential for anyone who has assets, regardless of the overall value of those assets. AOG Wealth Management, an expert in financial planning in McLean, Great Falls, and all of the Metro DC area, shares four ways people under 40 […]