Mid-Year Economic and Market Update
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on July 17th, 2017
By Todd Youngdahl, CFP®
Blog
Q and A with Our Summer Intern Victoria Boinest
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on July 12th, 2017
Our team at Washington Wealth Advisors is delighted to welcome Victoria Boinest to the team as our summer intern. Victoria is a Finance major at James Madison and excited to work with our team on some internal projects to support our overall delivery of an excellent client experience. We thought you’d like to learn a little more about Victoria and her goals after graduation.
A Commitment to Client Service
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on July 6th, 2017
By Maura C. Schauss, CFP®
If you’ve ever met or worked with us, you are probably well aware of how serious we take client service. If you have yet to work with us yet, we hope you’ll be surprisingly pleased by how above and beyond we go when it comes to providing our clients an excellent experience working with us.
Are You Properly Protecting Your Personal Data?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on June 24th, 2017
By Nadine Sadeghi and Alexandra Devereaux
As part of our Fidelity summit training, we would like to remind our clients of the importance of securing their confidential financial data, something that is of utmost importance to all of us at WWA.
All Things Roth
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on June 20th, 2017.jpg)
By Todd Youngdahl, CFP®
It's 5-29 Day! Do You Have a College Savings Plan? Are You Ready to Use It?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on May 26th, 2017
By Ann Blakey, MBA, RP®
May 29th is National 529 College Savings Plan Day – and while we aren’t sending each other Hallmark cards for this holiday (yet!), it is a good reminder to stop and think about your family’s college savings strategy.
Only 1 In 3 Adults Worldwide Is Financially Literate. How Do You Compare?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on April 24th, 2017By Maura C. Schauss, CFP
Our First Quarter Market Update and Review
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on April 5th, 2017
By Todd Youngdahl, CFP®
What is a Fiduciary and Why Does it Matter?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on March 21st, 2017
By Maura C. Schauss, CFP®
Three Financial Reminders for Tax Season
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on March 18th, 2017
By Todd Youngdahl, CFP®
