AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post Message from the President – September 2017 appeared first on ...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 post AOG in the Community: Little Free Lib...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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.     The post The Importance of Estate Planning appeared first on AOG Wealth Managem...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post 4 Questions You Need To Ask Your Financial Advisor appeared first o...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post Annual AOG Fantasy Football Draft Day appeared first on AOG W...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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) […] The post Understanding the Benefits of a 401(k) Plan appeared ...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post How to Start Saving Money in Your 50s appeared first on ...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post 1st Annual AOG Community Service Day: Capi...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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 […] The post Understanding the Exchange Traded Fund (...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • We are excited to announce two new additions to the AOG Wealth Management team! You may have already met one or both of our new colleagues – Wiehan Peyper and Erin Long.  Both have worked with AOG in various capacities in the past, but have now formally joined our firm on a full-time, permanent basis. […] The post AOG Team Updates appeared first on AOG Wealth Management, Inc..

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Bob Stein, deputy chief economist for First Trust, presented a very insightful overview of the US political and economic landscape during the June 15th First Trust event. His impartial analysis of the current political scenario emphasized the key role of future policy decisions and the impact they will have on markets. Reforms to the affordable […] The post First Trust Presentation Summary: Bob St...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Kudos to Fred & Sheila Baerenz, and their helper Emerson, for taking on the challenge of judging the amazing floats in the 4th of July Parade in Great Falls, Virginia. They took their job very seriously and did not let any candy thrown to them sway judging decisions. The four adorable Village Green Gazebo trophies […] The post 4th of July Parade in Great Falls, Virginia appeared first on AOG Wealt...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Jim Ortlip and I just returned from three days of due diligence in New York City. Having been a proponent of the Endowment Model for regular investors for almost twenty years, it has been interesting to watch how much the investment landscape has changed. Twenty years ago, many institutional managers such as Blackstone, Apollo, Kohlberg […] The post Message from the President – July 2017 appeared ...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • An estate plan ensures the orderly administration and disposition of property after you die. It’s important because you need to think about what will happen to your assets and who will receive your assets after you pass away. Fortunately, AOG Wealth Management is a leading estate planning expert in our local area. We can help […] The post Important Things You Need to Know When Estate Planning appe...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • AOG Wealth Management is the leading choice for wealth management services for high-net worth individuals, endowment funds, and companies. We are a Registered Investment Advisor and we offer customized investment solutions to meet our clients’ goals and objectives. Here’s why we are a trusted name in our industry:   We Focus on the Needs of […] The post Reasons to Work With AOG Wealth Management a...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Congratulations to Vienna Little League’s AOG Wealth Management T-Ball Team on a great 2017 Spring season!   The post AOG in the Community appeared first on AOG Wealth Management, Inc..

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • On Sunday, May 21st, Sheila and I attended commencement exercises for the Law School at the University of Virginia. We are pictured with our son, Frederick Joseph Baerenz, who received his Juris Doctorate degree. We are so proud of him achieving this new milestone! Sheila and I enjoyed the long weekend in Charlottesville reminiscing about […] The post Message from the President: Congratulations 20...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Most investors are familiar with the risk-reward concept, but fail to fully understand what their personal risk level is when it comes to investing. AOG Wealth Management, your experienced wealth management advisor, shares some ways to help you determine the risk preference. Risk Preference Risk preference is a concept about what a person chooses to […] The post How to Determine Your Risk Toleranc...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Selecting suitable investments is not just about risk.  Taxes are also a factor when putting together an appropriate investment portfolio.  It’s important to understand your tax implications across each type of investment.  Your investment management expert, AOG Wealth Management, shares ways to minimize the tax impact when investing.   Manage Capital Gains Capital gains are […] The post How to Mi...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • One of the more challenging decisions when investing is when to buy and when to sell stocks. Whether your investment timeframe is long or short, trying to time when you buy or sell is not productive.  AOG Wealth Management, your experienced investment management expert, shares four common investing errors and how to avoid them.   […] The post 4 Common Investing Errors appeared first on AOG Wealth ...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • An age-old retirement planning challenge is how to not outlive your retirement savings.  A contributor to this challenge is that lifespans are increasing because we are generally staying healthier and medical breakthroughs make what was once a serious procedure now common. Even with careful financial planning, setbacks can occur as retirement timeframes approach. For instance, […] The post Tips on...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Financial success is not easy to achieve.  But by focusing on the fundamentals, reaching your financial goals is within your grasp.  AOG Wealth Management, your expert financial advisor, shares four financial fundamentals that can help you achieve success.   Set Aside Expenses in a Liquid and Secure Account The interest earned on bank savings may […] The post Achieving Financial Success Through Fu...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • Does your child play a sport or sports?  Ever have the thought of that sport helping to pay for their college education?  Most parents would welcome the opportunity of a sports scholarship. It is important, however, to understand the reality of these awards and balance the likelihood of an award with your child’s enjoyment of […] The post Understanding Athletic Scholarships appeared first on AOG W...

AOG Wealth Management Inc.
AOG Wealth Management Inc.
Blog Post
  • 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.
Blog Post
  • 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.
Blog Post
  • 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.
Blog Post
  • 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...

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