Author Archives: Darby Armont, MBA, CFA, CFP®
Safeguarding Your Financial Plan Through Market Downturns & Life’s Surprises
In the world of investing, market volatility is a certainty. Economic cycles impact financial markets, [...]
Avoiding Financial Strategy Collision Course
Implementing a financial strategy that maximizes wealth and defers taxes effectively for as long as [...]
Passing on Wealth: Considering Multi Generations in Your Strategy
This article was co-authored with Jana Hovey. Thinking about how to pass along wealth to [...]
Tips for Managing a Concentrated Stock Position
There are many reasons a person may find themselves in possession of a large holding [...]
How To Supercharge Your Charitable Giving
Giving back is a common and noble gesture that is fairly well engrained throughout much [...]
Starting a Financial Conversation with Parents During a Crisis
Whether the circumstances are driven by a global pandemic, some other emergency, or just the [...]
Could You Benefit from a Health Savings Account?
Health Savings Accounts were first introduced in 2003 and have quickly grown in popularity as [...]

