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AOG Wealth Management Inc.
AOG Wealth Management Inc.
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  • Tips to Lower Next Year’s Tax Bill Today
    The tax-filing season may be over, but there’s still work to be done for those who want to reduce their tax bill next year. We understand that the last thing you might want to do right now is to think about your next tax return. Nonetheless, while you still have taxes on your mind, it’s […] The post Tips to Lower Next Year’s Tax Bill Today appeared first on AOG Wealth Management, Inc..
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Invest Wisely: 4 Ways to Succeed in Retirement
    Are you effectively planning for your retirement? What standard of living do you imagine having when you do? Many retirees see themselves with the resources to travel, play golf whenever they want to, or even spoil their grandchildren. For millions of men and women in the country, however, insufficient savings throughout their employment years make […] The post Invest Wisely: 4 Ways to Succeed in ...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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  • 4 Simple Habits to Protect Yourself From Economic Slowdown
    Are you worried about the effects of an economic slowdown on your finances? There are some everyday habits that you can implement to help protect yourself. As a wealth management expert, AOG Wealth Management can also help you make the most of your resources and develop strategies to protect and grow your wealth. Here are […] The post 4 Simple Habits to Protect Yourself From Economic Slowdown appe...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Estate Planning Mistakes and How to Avoid Them
    Proper estate planning can save those you leave behind a lot of trouble. It can ensure that your wealth ends up going to the right parties. It’s important to work with an estate planning expert like AOG Wealth Management if you want to avoid taxes eating up your wealth after you have passed on. Today, […] The post Estate Planning Mistakes and How to Avoid Them appeared first on AOG Wealth Manageme...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Effective Estate Planning Tips
    It can be very helpful to your family to make the necessary preparations for your estate now – before you pass away – to alleviate stress, confusion and to ensure your assets are properly managed and disbursed.  Through successful estate planning, you can decide that your assets are well-managed following your death, so you can […] The post Effective Estate Planning Tips appeared first on AOG Weal...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • The Endowment Model: Having a Plan
    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 […] The post The Endowment Model: Having a Plan appeared first on AOG Wealth Manag...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Getting a Mortgage this 2017? Here are Some Tips
    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 […] The post Getting a Mortgage this 2017? Here are Some Tips appeare...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Simple Tips to Help Make Your Money Grow the Right Way
    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 […] The post Simple Tips to Help Make Your Money...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Traffic Jams and the Extra Mile
    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 […] The post Traffic Jams and the Extra Mile appeared first on AOG Wealth Management, Inc..
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Account Maintenance Corner: Tax Time!
    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 […] The post Account Maintenance Corner: Tax Time! appeared first on AOG W...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • Creating a Tax-Efficient Portfolio: What You Need to Know
    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 […] The post Creating a Tax-Efficient Portfolio: What You Need...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
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New blog articles detected.

  • Message from the President: HAPPY 8TH BIRTHDAY, MR. BULL
    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 […] The post Message from the President: HAPPY 8TH BIRTHDAY, MR. BULL appeared first o...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • Account Maintenance Corner: IRA Contributions
    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 post Account Maintenance Corner: IRA Contributions appeared first on AOG Wealth Management, ...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • The Endowment Model: Managed Futures
    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 […] The post The Endowment Model: Managed Fut...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • Worry-Free Financial Planning for Every Generation
    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 post Worry-Free Financial Planning for Every Generation appeared...
  • The College Financial Aid Process: What Parents Need to Know
    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 […] The post The College Financial Aid Process: What Parents Need to Know...
  • Sudden Wealth? 3 Tips to Effectively Handle Financial Windfalls
    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.   Sudden […] The post Sudden Wealth? 3 Tips to Effectively Handle Financial Windfalls appeared ...
  • Factors to Consider in Estate Planning
    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. One of the decisions you need to make is the proper distribution of your assets […] The post Factors to Consider in Estate Planning appeared ...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • The Endowment Model: Private Equity
    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 […] The post The Endowment Model: Private Equity...
  • Account Maintenance Corner: Tax Prep
    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 […] The post Account Maintenance Corner: Tax Prep appeared first o...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • AOG Wealth Management: Supporting Our Community
    At AOG Wealth Management, we take pride in the opportunity to live and work in various communities around VA, DC, and MD. In addition to having a positive impact on the lives of our dear clients, we are dedicated to bettering the lives of people in need. Through volunteer work, welfare agency participation, and financial […] The post AOG Wealth Management: Supporting Our Community appeared first o...
  • 6 Easy Steps to Effectively Planning Your Finances
    Whether it is a short or long-term financial goal, you need a plan to help you get there. A financial plan is not a fixed, set in stone plan, however—it changes throughout your life so make sure that you know the proper steps to take and when it is necessary to update your plan and […] The post 6 Easy Steps to Effectively Planning Your Finances appeared first on AOG Wealth Management, Inc..
  • Happy Thanksgiving from AOG Wealth Management
    The post Happy Thanksgiving from AOG Wealth Management appeared first on AOG Wealth Management, Inc..
  • 4 Ways People Under 40 Can Simplify Estate Planning
    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 […] The post 4 Ways People Under 40 Can Simplify Estate Planning appea...
  • 5 Tips on Managing Your Money in Your 20s
    When you are young, it can be hard to plan for retirement — something 40 years in the future. But it is important to start when you are you because you have many financial concerns during this point in your life such as student loans, rental expenses, and saving for your first home. AOG Wealth […] The post 5 Tips on Managing Your Money in Your 20s appeared first on AOG Wealth Management, Inc..
  • Helpful Saving Tips for a Secure Retirement
    AOG Wealth Management has a long history of helping clients safeguard and grow their assets, even in a turbulent economy. As an expert in investment management in Washington DC and Northern Virginia, we understand that every client has evolving financial goals, which is why we provide sophisticated solutions based on individual situations. Nonetheless, there are […] The post Helpful Saving Tips fo...
  • Tips to Help You Develop the Right Mindset for Investing
    AOG Wealth Management is the leading expert in investment management in Ashburn, VA and all of Northern Virginia. We specialize in helping our clients meet their financial goals by providing customized investment solutions based on their objectives and circumstances. Here are a few tips to help you develop the right mindset before investing: Focus on […] The post Tips to Help You Develop the Right...
  • 5 Essentials to Address During the Estate Planning Process
    Talking about how to divide your possessions after your death can be an emotional and daunting task.  Nevertheless, it is essential that you plan properly for the future. This way, you can avoid creating problems for the people you love after you pass, leaving them with an orderly distribution of your assets per your wishes. […] The post 5 Essentials to Address During the Estate Planning Process a...
  • 4 Financial Tasks You Should Complete Before Year-End
    Keeping your finances in order is a year-round task, and more the last quarter of the year as you prepare for tax season. For this reason, you should already focus on strategies that help reduce your taxable income before the year ends. AOG Wealth Management, your premier financial advisor in Washington, DC and Northern Virginia, […] The post 4 Financial Tasks You Should Complete Before Year-End a...
  • How Our Experts Can Help You Realize Your Financial Goals
    Many people turn to financial advisers to help them organize their financial life. By the time they accomplish their obligations at work and at home, there is little time left over to think about their financial goals. AOG Wealth Management understands this common dilemma, which is why we help our clients identify and map a […] The post How Our Experts Can Help You Realize Your Financial Goals app...
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • Protect Your Assets with These 5 Estate Planning Tips
    According to a report from the Center on Wealth and Philanthropy at Boston College by John J. Havens and Paul G. Schervish, an estimated 59 trillion dollars will be transferred from 116 million households between 2007 and 2061. We have entered the greatest wealth transfer in history, so now is an excellent time for estate […] The post Protect Your Assets with These 5 Estate Planning Tips appeared ...
  • Financial Planning in Your 40s: 3 Handy Tips
    Your 40s are the prime age to conduct financial planning for both you and your family’s future. By this time, you should be saving for college for your children, contributing money regularly to a retirement plan, and possibly moving into a larger home. While experts say that every plan is different for each person, the […] The post Financial Planning in Your 40s: 3 Handy Tips appeared first on AOG...
  • Beware of these 4 Common 401(k) Mistakes
    A workplace 401(k) retirement plan can be a great tool to help you prepare for retirement. But only if you know how to use a 401(k) and take advantage of all it has to offer you. You can make this happen by avoiding some of the common 401(k) mistakes people make. As a leader in […] The post Beware of these 4 Common 401(k) Mistakes appeared first on AOG Wealth Management, Inc..
AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Article

New blog articles detected.

  • Investment Management: 5 Valuable Principles to Live By
    The largely unpredictable terrain of the financial market can be hard to navigate, especially for first timers. With a few of the basics, however, you should be able to navigate where to start and learn the right lessons along the journey to achieving your goals.     With that in mind, let your experienced wealth […] The post Investment Management: 5 Valuable Principles to Live By appeared first o...
  • Retirement Plans: Understanding Roth and Traditional 401(k)
    Your salary covers the essentials – food, family, sometimes vacations, or even a new home – if you manage your budget right. And if you do not plan properly for retirement, you’re likely to find yourself in a pinch when it comes to enjoying your retirement years. Making regular contributions to a retirement plan can […] The post Retirement Plans: Understanding Roth and Traditional 401(k) appeared ...

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