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Message from the President – September 2017

by Fred Baerenz

Recently, the Commerce Department revised their estimates for the growth of Gross Domestic Product to 3%. As of August 16, the Atlanta Fed’s “GDP Now” model, which tracks and estimates real GDP growth, estimates 3rd quarter growth will expand at a 3.8% annualized rate. Many analysts project that as much as 1% of the growth […]

AOG in the Community: Little Free Library’s

by AOG Wealth Management

The plaza where the AOG Wealth Management offices are located, Leigh Corners, recently joined the international movement to “build community, spark creativity, and inspire readers” with the installation of a Little Free Library near the picnic tables behind the AOG offices.  Thanks to the hard work and dedication of Great Falls Scout Troop 673 and […]

The Importance of Estate Planning

by AOG Wealth Management

Estate planning isn’t just for the wealthy. Anyone who owns “stuff” should do it, and it’s actually a crucial step to help ensure the long-term comfort and financial security of your loved ones after you’re gone. Read on as AOG Wealth Management discusses this important component of your overall financial planning.

4 Questions You Need To Ask Your Financial Advisor

by AOG Wealth Management

It’s imperative to work with a professional to keep you apprised of the investment industry in terms of financial planning. Markets are always in turmoil, after all, and you need a guide to help you determine your risk preference. This is why we, at AOG Wealth Management, list four questions you should always ask your […]

Annual AOG Fantasy Football Draft Day

by AOG Wealth Management

The NFL Preseason games wrapped up the last week of August. Fantasy football fans across the country have been taking notes on the new recruits, player injury reports, summer training camp stats, and the winners and losers of the 2017 NFL preseason games. The AOG Wealth Management team took a break recently, to enjoy bagels […]

Understanding the Benefits of a 401(k) Plan

by AOG Wealth Management

The 401(k) plan is one of the most popular and common retirement plans today, with over half a million different company plans already in place. In today’s post, AOG Wealth Management, experts in asset management, discusses the basics of a 401(k) plan, its benefits, and why it is integral to your retirement preparations. The 401(k) […]

How to Start Saving Money in Your 50s

by AOG Wealth Management

It’s never too late to start saving and investing for your retirement, even if you’re already in your 50s. Don’t let your past indecisions continue to haunt you or dissuade you from taking the right financial planning steps before you reach retirement age. AOG Wealth Management discusses steps you can take to save for retirement […]

1st Annual AOG Community Service Day: Capital Area Food Bank

by AOG Wealth Management

AOG staff members and clients came together early on a misty Saturday morning in August to volunteer with the Capital Area Food Bank at their monthly NOVA Community Marketplace in Reston, Virginia.  This service gives the opportunity to those in need to get fresh produce in a Farmer’s Market setting.  Cooking demonstrations are provided along […]

Understanding the Exchange Traded Fund (ETF) structure and its intrinsic tax benefits

by Wiehan Peyper

AOG clients’ portfolios have evolved over the last few years to include a sizable percentage of Exchange Traded Funds (ETFs). The ETF structure has proven to be very popular among investment professionals as ETFs continue to attract more investment inflows due to many of their benefits. The main benefits of ETFs over similar investment vehicles […]