Blog
A Christmas Message from James River Advisors
During this time of year, we always look forward to slowing down and enjoying time with family and friends. At the same time, it can be one of the most hectic times of the year. As our schedules fill with events, the next thing you know…. we have got to go here…then...
6 Ways a DAF Can Make Your Year-End Giving Better Than Ever
Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there's more… Did you know that donor-advised funds (DAFs) provide the most flexible and tax-smart way to give? And we’re offering some tips on...
“LOST” Retirement Accounts with a Former Employer
Do you have a long-lost retirement account left with a former employer?
Save More for Retirement in 2023
Thanks to Higher IRA and 401(k) Contribution Limits If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023. IRA and 401(k) contribution limits are going up for 2023…and by a lot! That's good news for...
Social Security increase 2023:
What does it mean for retirees? Here's what to know about maximizing your Social Security benefits Although millions of Social Security recipients will see a significant benefits increase beginning January 2023, inflation may eat up most of it, an expert said. Learn...
Inflation drives long-term care costs even higher.
Here’s how planning ahead can help families afford it KEY POINTS High inflation will likely make the rising costs more difficult for many families to afford already expensive long-term care for ailing or elderly relatives. On average, long-term care costs $50,000...
1 in 4 adults in the U.S. lives with a disability.
Having a financial plan to address care is critical KEY POINTS About 61 million adults in the U.S., or 1 in 4, live with a disability, according to the Centers for Disease Control and Prevention. A new study by Fidelity found more than half of caregivers of loved ones...
Happy Thanksgiving Day
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...
Happy Thanksgiving – 2022
A popular decoration for Thanksgiving is the cornucopia, a horn-shaped basket filled with fruits, vegetables, nuts, and flowers. When is Thanksgiving? Thanksgiving is a Federal holiday celebrated on the fourth Thursday in November in the United States of America....
Long Term Focus
Bear markets are a gift to long-term investors, and should be viewed as an opportunity rather than a setback. Bear markets are most difficult for investors who are near retirement or already retired, but it helps to "zoom out" and take a 30,000-foot view when thinking...
Just Starting Out? Learn From Our Mistakes
Invest early, even if it's scary If the stock market scares you, nationally syndicated Washington Post columnist Michelle Singletary can relate. Singletary says she avoided investing for many years because in her first job out of college, an older co-worker — one who...
Honoring All Who Served
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...