Our Wealth Management Services Include
Investment Management
Trust Services
Individual Retirement Solutions
Business Retirement Solutions
Estate Services
Meet Our Team
Wealth Management Locations
Oyster Point Wealth Management Office
Chesapeake Wealth Management Office
New Town Wealth Management & Investment Services Office
Hampton Investment Services Office
Resources from Old Point
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Virtual Market Commentary
Watch our Virtual Market Commentary. Discussion topics include: economic activity, corporate earnings, market valuations, market opportunities and more.
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May 2023 Market Commentary
As we enter May, we acknowledge the risk factors challenging investors have not materially changed over the past several months. The Federal Open Market Committee (FOMC) will meet this week and according to the CME FedWatch Tool, there is an 84% probability the FOMC will raise the Federal Funds Rate by 0.25%. What happens over the remainder of 2023 is unknown, but the markets believe the Federal Reserve will reverse course and reduce rates later in the year.
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Your Child is Turning 18 … Now What?
Few things in a child’s life are as momentous as their 18th birthday. When they turn 18 they legally are an adult. But aside from that, your own legal relationship with them as a parent changes. Because of that, here are two things you should do when your child turns 18 years old.
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Secure Act 2.0
The SECURE Act 2.0 is finally here! With over 92 different retirement plan provisions, we are providing you with an easy-to-digest overview that focuses on the sections that are most applicable for corporate retirement plan sponsors.
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2022 Safe Harbor Start-up Plan Deadlines
To establish a safe harbor plan and therefore be exempt from non-discrimination testing for 2022, the plan must be effective for 3 months of the plan year. For a calendar year plan (1/1-12/31), the amendment must be effective by October 1st.