BRIDGING THE GAP ABLE Accounts and Exceptional Needs Financial Planning If you are embarking in the world of special needs planning, you may have run across the term ABLE account and wonder what that means. Today I will focus on ABLE accounts in Virginia. ABLE...
BRIDGING THE GAP Market Update May 15, 2020 From The Desk Of Kristin Carleton China dominated the financial headlines this week, with threats of a renewed trade war coming from the US administration, and all eyes on the release of retail sales and Chinese factory...
BRIDGING THE GAP Special Needs Versus Exceptional Needs Why We Choose to Say Exceptional Needs Before I had Eli, I would not have thought twice about the wording of special needs versus exceptional needs. Of course, I had not thought much about the disability world. I...
BRIDGING THE GAP Steps To Take In A Bear Market, A Letter To The Clients From The Desk Of Kristin Carleton To Our Dear Clients, At James River we have a saying that markets climb mountains, but they fall of cliffs. The COVID-19 cliff has been particularly steep cliff...
BRIDGING THE GAP Newsletter – 1st qtr 2020, From The Desk of Al Miller JAMES RIVER ASSET MANAGEMENT, LLC. Newsletter – 1st qtr 2020 April, 2020 In the last quarterly letter, I suggested that with interest rates near zero and inflation nowhere in sight, the...
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