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  1. Home
  2. Archived Blog
  3. November 2018

November 2018

Financial Actions To Take Before The Ball Drops

Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on November 7th, 2018

By Maura C. Schauss, CFP®

Before the year’s end, in the midst of the holiday events and travel, the last thing you want to think about is your finances. But considering how finance-related resolutions are the third most popular New Year’s resolution, (1) why don’t you give yourself a head start on your 2019 financial goals? Here are 10 critical financial actions you’ll be glad you tackled when the ball drops on New Year’s Eve!

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2018 Client Survey

Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on November 5th, 2018

Our clients are our top priority! In an effort to continually improve your experience with Washington Wealth Advisors, we are asking for your feedback.  Please take our brief 2018 Client Satisfaction Survey, evaluating us on a scale of 1-10 with 10 being the highest.

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Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Washington Wealth Advisors, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Washington Wealth Advisors, LLC.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Washington Wealth Advisors, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Washington Wealth Advisors, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Washington Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Washington Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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  •  Falls Church Office
    300 North Washington Street, Suite 101
    Falls Church, VA 22046
    Phone: 703-584-2700
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    Ashburn, VA 20147
    Phone: 703-584-2701
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