Register for Client Education Seminar. Learn More »

4 Tips to Help You Recover From a Financial Setback

by AOG Wealth Management

A major unexpected emergency can cause distress and take up all your attention and energy to resolve. Often, the emotional impact of a bad event means that money will be the last thing on your mind. However, you’ll need to focus on your financial stability whether you feel like it or not. Today, AOG Wealth […]

How Is Saving Different Than Investing?

by AOG Wealth Management

The registered investment management advisors at AOG Wealth Management provide financial services to help maintain and grow our clients’ wealth. We actively monitor investments and customize client portfolios to match their risk/reward profile and to help them better meet their financial objectives. In today’s post, we discuss the key differences between saving and investing:

Qualified Opportunity Zones: A capital gains tax deferral strategy

by Wiehan Peyper

Included in the Tax Cuts and Jobs Act is a new Opportunity Zone incentive designed to encourage investments in low-income communities and businesses. The new tax code will allow investors to redeploy realized capital gains from appreciated securities into projects or companies based in low-income areas allowing investors to reduce part of the tax obligation. […]

AOG Education Event Recap – Conservation Easements

by Wiehan Peyper

Recently, accredited clients of AOG were given the opportunity to hear the latest information relating to conservation easements. Jack Hollander, vice president of capital formation at Ecovest was the guest speaker for the dinner event hosted at McCormick and Schmick’s in the Reston Town Center. Joining him for the event was Vern Burling, Vice president […]

The Annual AOG Retreat

by Michelle Whitlock

Each year, the AOG Wealth Management Team sets aside one day for an annual staff outing and team building day.  This year, we kicked off the day by testing our problem-solving and analytical skills at a Breakout Room in Falls Church.  One team worked to solve a mystery at a casino while the other sought […]