BRIDGING THE GAP
Bridges provide a way to connect one side to another and overcome gaps that would otherwise make it difficult to continue along a smooth journey. Literally, “bridge the gap” means to function as a bridge and connect two points. Here at James River Wealth Advisors, we aim to “bridge the gap” with our valued clients and professional partners through timely and relevant news, insights and commentary from our team. Check back here often to learn in real-time more about how we are helping clients preserve and manage their wealth, or just check in to see what all we’ve been up to!
GEOPOLITICS IS RUSSIA-UKRAINE ANY DIFFERENT?
As a corporate publicity agent, Stephanie Rowland (fictitious person) earns a good salary and invests in equities. She believes good investments should climb rapidly. When a friend brags about a stock that’s going through the roof, Stephanie can’t sleep at night, worried she’s missing out.
Microsoft Software Updates
Over 40 security vulnerabilities were patched in this month’s Microsoft release. One of these security issues, which is responsible for patching Windows 10 PCs is already being exploited.
Cybersecurity shorts
Remote work has been extremely helpful over the last year and a half. It also has major advantages for both employees and employers. However, from a cybersecurity perspective, major challenges persist that are extremely important for businesses to recognize and address.
Back to School: 4 Cybersecurity Lessons
Notebooks, pencils, password managers? As we begin the back-to-school season, it is important to review good cybersecurity practices with school-aged children.
Following Market Trends: without losing a good night’s sleep
As a corporate publicity agent, Stephanie Rowland (fictitious person) earns a good salary and invests in equities. She believes good investments should climb rapidly. When a friend brags about a stock that’s going through the roof, Stephanie can’t sleep at night, worried she’s missing out.
Autism Grandparent Learning Curve
John Bryan is a grandparent whose granddaughter Angelina has autism. When we connected and I asked him to be a guest blogger on Bridging the Gap, he was all in. The post below is very specific to his experience of learning that his granddaughter had autism, but I found that if you simply take out the word autism, and replace it with “disability” that the feelings and process that he describes were universally applicable.
Understanding Caregiver Stress
Caregiver stress is a concept easily understood by most people. Many of us have been a caregiver to children, an elderly parent, or perhaps someone with a serious health condition or exceptional need. When we are taking care of someone, we devote long hours and energy to ensuring their health and comfort during a time of need.
Eli’s Village Blog Introduction, Dr. Kathy Matthews, our new Vice President of Family Support & Services Planning at James River Wealth Advisors
Dr. Kathy Matthews grew up in Richmond, Virginia and attended Virginia Commonwealth University for her bachelor’s degree in psychology. She completed her Master’s and PhD at Teachers College, Columbia University in New York where she also taught students with special needs from early intervention through high school.
Newsletter – 2nd Quarter 2020, From The Desk of Kristin Carleton
Inflation, in its simplest definition, is an overall increase in prices and a decrease in the purchasing power of money. If any of you have gone to the grocery store lately and bought a box of cereal, I’m sure you’ve noticed there seems to be a lot less cereal in there for the $5 you spend. That’s inflation at work.
Charitable Remainder Unitrust – an Overview of an Important Financial Planning Tool
The charitable remainder unitrust is a vehicle that is making a comeback after having gone out of favor. A CRUT is an irrevocable trust that can help you reach your financial goals
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
Market Update May 15, 2020 From The Desk Of Kristin Carleton
China dominated the financial headlines with threats of a renewed trade war coming from the US administration Chinese factory output increased 3.9% in April, while retail sales were down 7.9% year over year for the month.
Special Needs Versus Exceptional Needs
But once I had Eli and started researching what it meant to be a person with a disability, I realized that he was just that – a PERSON who happens to have a disability.
Steps To Take In A Bear Market, A Letter To The Clients From The Desk Of Kristin Carleton
The COVID-19 cliff has been particularly steep cliff and the downturn has felt more like sky diving without a parachute than paragliding
Newsletter – 1st qtr 2020, From The Desk of Al Miller
The Federal Reserve has taken up the role of savior to the economy, standing in the gap to supply whatever liquidity might be needed to keep markets functioning.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Advisory services offered through James River Asset Management, LLC. Insurance services offered through James River Wealth Advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our site contains hyperlinks to other web sites operated by third parties. These links will take you away from our site. Please note that we do not guarantee the accuracy or completeness of any information presented on these sites.