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The Endowment Model: Having a Plan

by sp-publisher

Benjamin Franklin was famous for saying: “By failing to prepare, you are preparing to fail.” Warren Buffett said: “Someone’s sitting in the shade today because someone planted a tree a long time ago.” Having a plan is generally considered a good idea –  we at AOG Wealth certainly agree and strive to help our clients […]

Getting a Mortgage this 2017? Here are Some Tips

by AOG Wealth Management

The mortgage industry has seen significant changes over the last quarter of 2016. Since mortgage rates have started to rise since November, homebuyers can expect an interest rate of more than 4% on the popular 30-year fixed rate mortgages. This means that while buying a home is still worthwhile, the process is affected by slowly […]

Simple Tips to Help Make Your Money Grow the Right Way

by sp-publisher

Making your money grow is not a magical concept. It’s about adopting the right mindset, following some tried-and-true strategies, and working with people who have your best interests in mind. You need to become a conscious spender, save money, invest, and learn. AOG Wealth Management, the wealth management and estate planning expert, gives some tips […]

Traffic Jams and the Extra Mile

by Fred Baerenz

I hate traffic jams.  When I lived in Charlottesville, there was a stop light at Cherry Street between my home and office.  If the light was green, I could make it home in 10 minutes.  If I caught the red light, it would take me 12 minutes.  I can remember being so frustrated at the […]

Account Maintenance Corner: Tax Time!

by Michelle Whitlock

We’re quickly approaching the individual tax filing deadline of April 18th! You should have received your annual tax packet from our office either by email or mail.  As you continue to receive various tax forms and documents, we hope that the checklist provided in your packet serves as a helpful outline and tool for staying […]

Creating a Tax-Efficient Portfolio: What You Need to Know

by AOG Wealth Management

You need to work on tax efficiency if you want to maximize your returns. Tax efficiency is a measure of how much of an investment’s return remains after you pay your taxes. The more your investment depends on investment income, the less tax-efficient it becomes. AOG Wealth Management, the trusted wealth management expert, explains what […]

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 […]