All Posts by

Tim Hughes, CFP®

Tim is a managing director and serves as head of our Reston, Virginia office.
margin borrowing

The Lesser-Known Benefits of Margin Borrowing

It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...


Keep Your Identity to Yourself!

With all the recent headlines from the hacking of consumer data at Equifax, combined with data breaches over the years ...

investment goals

Reaching Your Long-Term Investment Goals: Get Started with a Roadmap

You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...

donor advised funds investing

Optimize Your Charitable Giving with Donor Advised Funds

In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...