What is ‘behavioral finance’?

What is ‘behavioral finance’?

Introducing the marriage of traditional finance, psychology, and neuroscience. By: Chris Merchant, CFP® BFA®  According to a study by DALBAR, Inc., the S&P 500 had a return of 7.20 percent over the past 20 years, while the average stock investor had a return of...
The longest bull market in history…

The longest bull market in history…

If you need to make portfolio adjustments – now is the time. By Chris Merchant, CFP®, BFA® The bull market that began on March 9, 2009, is now the longest in history. Its duration as of August 27, 2018, was 113 months and 18 days1. The bull market is also the...
Estate Planning: Financial Advisor

Estate Planning: Financial Advisor

The concept of Estate Planning may be intimidating at first glance, but when reduced to its most basic elements, it is simply the process of making sure that at your death, your assets go to the people or institutions of your choosing in the most efficient way...
Sale of Private Business: Financial Advisor

Sale of Private Business: Financial Advisor

Whether you are a family business or a sole proprietorship, business succession–planning to sell, transfer ownership and/or seek retirement, can be an overwhelming experience. As an entrepreneur, you invest a lifetime of time and resources into building and...
Ashburn VA Financial Advisor

Ashburn VA Financial Advisor

Communities We Serve- Ashburn, Virginia Hunt Country Wealth Management is a community-based, family owned & operated firm with an office for convenience near Ashburn’s One Loudoun. We specialize in Retirement Income Planning and offer our signature planning...
Front Royal, VA Financial Advisor

Front Royal, VA Financial Advisor

Communities We Serve- Front Royal, Virginia Hunt Country Wealth Management is an independent Financial Planning firm located in Virginia’s beautiful Blue Ridge Mountains, and headquartered in Old Town Winchester, Virginia. We specialize in Retirement Income Planning...
Gifting to Reduce Your Taxable Estate

Gifting to Reduce Your Taxable Estate

Gifting is one of the many estate planning tools available. If you’re like most Americans, you like to give gifts nearly as much as you like to receive them. Luckily, if you’re serious about estate planning, there’s a handy technique called gifting that can...
Basics of Required Minimum Distributions (RMDs)

Basics of Required Minimum Distributions (RMDs)

Basics of Required Minimum Distributions (RMD’s) The IRS lets investors hold off taxes on certain retirement accounts – but not forever. Congress encourages Americans to save for retirement by investing in tax-deferred accounts where the earnings and certain...
2018 Tax Reform

2018 Tax Reform

4 Key Takeaways for Investors By: Chris Merchant, CFP® Hunt Country Wealth Management After reviewing the Tax Cuts & Jobs Act that was recently approved by Congress and signed into law by President Trump here are 4 Key Takeaways that Investors Should be Aware of....