Stoic Investments LLC

Stoic Investments LLC Financial Planning with Wisdom and Resilience

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepre...
09/07/2026

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!

Have a wonderful !

As retirement gets closer, decisions start to feel more important and sometimes harder to make. Not because you’re unpre...
08/05/2026

As retirement gets closer, decisions start to feel more important and sometimes harder to make.

Not because you’re unprepared… but because timing, trade-offs, and uncertainty all come into play at once.

That’s usually a sign it’s time to step back, simplify, and make sure everything is aligned.

🏈 Football is back, and so is everything that comes with it.A new season means fresh storylines, surprise contenders, an...
08/03/2026

🏈 Football is back, and so is everything that comes with it.

A new season means fresh storylines, surprise contenders, and those moments you just can’t script. Whether you’re locked in from the opening coin toss or just showing up for the company and the snacks, game day has a way of bringing people together.

Fire up the grill. Find your seat. The season is here. 💪

Life insurance is often framed as something you only think about "just in case."But for many people, it can be part of a...
07/29/2026

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

Have you bought your ticket to Mars? The IPO market is heating up these days with two more big names preparing to debut ...
07/29/2026

Have you bought your ticket to Mars? The IPO market is heating up these days with two more big names preparing to debut in autumn.

This month's chart tracks the Rolex resale market alongside the S&P 500. When the consumers start pulling back on luxury...
07/22/2026

This month's chart tracks the Rolex resale market alongside the S&P 500. When the consumers start pulling back on luxury purchases, it can be a signal. What signals are you watching right now?

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-I...
07/15/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

Check out the Cetera Investment Management Team's 2026 Q3 Outlook video. Resilient growth, rising inflation trends, and ...
07/10/2026

Check out the Cetera Investment Management Team's 2026 Q3 Outlook video. Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Watch here: https://bcove.video/4gFIDCu

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/08/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

It would be a lot easier if investing for retirement could simply be "set and forget," but in reality, your investment s...
03/16/2026

It would be a lot easier if investing for retirement could simply be "set and forget," but in reality, your investment strategy should shift over time and with changing life circumstances. One of the many ways we can work together beyond taxes is by helping ensure your strategy and situation stay in alignment.

Address

8245 Boone Boulevard Ste 580
Tysons Corner, VA
22182

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+17033768836

Website

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