AOG Wealth Management Inc.

Category: Content
Type: Blog Article

Generated 1 week ago

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.

Category: Content
Type: Blog Article

Generated 3 weeks ago

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.

Category: Content
Type: Blog Article

Generated 4 months ago

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.

Category: Content
Type: Blog Article

Generated 5 months ago

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 ...

AOG Wealth Management Inc.

Category: Content
Type: Blog Article

Generated 6 months ago

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