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Wealth Management

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Jun 30, 2026

Uncle Sam wants you to save for retirement

Virginia financial advisers assess federal retirement savings initiatives including the new saver’s match and TrumpIRA.gov to boost IRA access.

Photo: Depositphotos
Nov 30, 2025

Investment advising in the AI era

When wealth advisers and clients meet these days, it’s likely an AI tool will join in some capacity. As seems true of every industry right now, artificial intelligence is transforming wealth management and, by virtue, the adviser-client relationship. It might be tempting to predict — as some analysts have — that AI cou[...]

“Greed and fear will undermine your future more than any market correction,” says Joe Montgomery, managing director of investments at The Optimal Service Group of Wells Fargo Advisors in Williamsburg. Photo by Matthew R.O. Brown
Nov 30, 2025

Virginia advisers outline 2026 investing strategies

One of the great ironies of investing is that even as the stock market notches record highs as it has this year, investors know the good times inevitably cannot last. If 2025 overpromised on uncertainty stemming from a new presidential administration, it also underdelivered on volatility. Aside from a steep — albeit short-live[...]

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