August 3, 2026 by felipe.revuelta By: Steve Tomisek, CFP® | Partner and Chief Investment Officer There is an old saying that calm waters do not produce skilled sailors. In the world of investing, few periods have illustrated this truth more vividly than the first half of 2026. Investors navigated significant events, including the war in Iran, oil-driven inflation reaching multi-year highs, and ongoing questions surrounding artificial intelligence (AI). Despite these headwinds, markets climbed to new all-time highs, corporate earnings expanded at a double-digit pace, and a broad range of asset classes delivered positive results. The opening six months of 2026 served as a powerful reminder of why staying invested and maintaining a long-term perspective matters so much. This lesson carries even greater weight today, as the business cycle has entered its seventh year while the market cycle approaches its fifth. For many investors, it can feel as though the same set of concerns, including inflation, Federal Reserve policy, and valuations, keep cycling back into focus. Navigating these competing challenges is not an obstacle to successful investing; it is a fundamental part of it, and it is precisely why investors who stay the course tend to be rewarded over time. The second half of 2026 will almost certainly bring its own unexpected developments, from the ongoing Middle East conflict to the upcoming midterm election and new market activity such as initial public offerings (IPOs). Understanding how to maintain perspective as these events unfold is essential for every investor. Key market and economic highlights from the first half of 20261 The S&P 500, Nasdaq, and Dow Jones Industrial Average returned 9.6%, 12.8%, and 8.9% year-to-date through the end of June, respectively. The second quarter was historically strong, with the S&P 500 returning 14.9%, the Nasdaq 21.4%, and the Dow 12.9%. The Bloomberg U.S. Aggregate Bond Index rose 0.6% year-to-date. The 10-year Treasury yield ended the second quarter at 4.47%, up from 4.17% at the start of the year. Developed market international stocks (MSCI EAFE) gained 7.7%, and emerging market stocks (MSCI EM) returned 22.7% year-to-date, both in U.S. dollar terms. The Bloomberg Commodities Index rose 12.3% year-to-date, driven by a strong first quarter gain of 23.3%, followed by a decline of 8.9% in the second quarter. Brent crude peaked just under $120 per barrel in May before closing the quarter at $73 per barrel. Gold prices fell to $4,007 per ounce, while Bitcoin declined to a recent low of $58,633. Headline CPI rose 4.2% year-over-year in May, largely driven by energy prices. Core CPI, which excludes food and energy, rose 2.9%. The Federal Reserve held rates unchanged at 3.50% to 3.75% throughout the first half of the year. Kevin Warsh was sworn in as Fed Chair in May. The business cycle has now entered its seventh year Some investors may find it surprising that the current business cycle traces its origins back to April 2020, in the depths of the pandemic, and quietly passed its sixth anniversary during the second quarter. There have been several moments along the way when recession fears flared, most notably when inflation peaked in 2022 and when tariffs disrupted global trade last year. Through each of these challenges, the economy proved resilient, continuing to grow at a steady pace. The business cycle touches virtually every dimension of investing and financial planning, from mortgage costs to wage growth. A healthy economy supports consumer spending and business investment, which in turn fuels corporate earnings and, ultimately, stock market returns. While the stock market and the broader economy are distinct, they are closely intertwined. The chart above places the current cycle in historical context. The longest expansions on record, including the cycle that followed the 2008 financial crisis and the boom of the 1990s, lasted a decade or more. Where does the economy stand today? Inflation remains elevated but may ease if oil prices stay low. The labor market has regained momentum, reversing last year’s concerns about sluggish hiring. The dollar has stabilized and recently recovered some ground, trade conditions remain uncertain but have settled somewhat, and business investment has picked up. Consumers are expressing caution in surveys, yet continue to spend on both essential and discretionary goods. On balance, the economy appears healthy despite some mixed signals, which historically bodes well for financial markets over the long run. Broad asset class gains have supported diversified portfolios this year A wide range of global asset classes have contributed positively to portfolios in 2026, building on the trend established last year. As the chart above illustrates, gains have extended well beyond large cap stocks represented by the S&P 500 to include small caps, emerging markets, and commodities. The second quarter, in particular, ranked among the strongest on record, partly reflecting the timing of the Iran conflict, which meant that the market recovery got underway at the very start of April. Several themes have underpinned these returns, including the resilience of the economy, optimism around a potential peace deal in Iran, and enthusiasm for AI. Many of these factors have supported strong corporate earnings growth, with profits for S&P 500 companies rising more than 20% over the past twelve months.2 This positive market environment has also sparked a wave of high-profile IPOs, including SpaceX in the second quarter, with the listings of OpenAI and Anthropic, both AI companies, anticipated to follow. While investors naturally pay close attention to the first few days of an IPO when media coverage is at its peak, the real value of these listings tends to accumulate over a much longer horizon. Their significance lies in broadening the investment opportunity set for all investors, which is particularly important given the trend of companies remaining private for longer periods. What matters most is how these businesses perform across full market and economic cycles over the years and decades ahead. The largest technology companies today, for example, have built their scale through many such cycles. These positive trends have pushed U.S. stock valuations to historically elevated levels. The S&P 500 currently trades at a price-to-earnings ratio of 20x, above its long-term historical average of 16x.3 Such valuation measures are not reliable predictors of near-term market performance, but they serve as useful guides when constructing long-term portfolios and considering diversification across asset classes. Taken together, this year’s results underscore the enduring value of a balanced approach. Inflation remains a concern, though declining oil prices offer some relief The fluctuations in the Iran conflict have affected the U.S. economy most directly through energy markets. Disruptions to oil shipments through the Strait of Hormuz pushed Brent crude to nearly $120 per barrel before prices retreated sharply. In recent weeks, oil has fallen to around $70 per barrel, approaching pre-conflict levels. Gasoline prices have followed a similar trajectory on a lagged basis, peaking above $4.50 per gallon nationally before pulling back below $4.00 per gallon.4 These swings in energy prices have had a direct impact on inflation readings. The Consumer Price Index rose 4.2% year-over-year in May, its highest level in several years, with the gasoline component surging 40.5% over the same period. Notably, core CPI, which strips out food and energy, rose only 2.9%.5 This distinction highlights that inflationary pressure has been concentrated in fuel costs rather than spreading broadly through the economy. With oil prices declining in recent weeks, many economists believe inflation may be near its peak. This pattern echoes other historical geopolitical disruptions to oil supply, such as Russia’s invasion of Ukraine in 2022 and others shown in the chart above. Once those situations stabilized, oil prices typically recovered, and inflation rates moderated over time. Market volatility has remained at manageable levels Investors have become familiar with brief bouts of volatility triggered by macroeconomic developments. Tariffs, the Middle East conflict, and uncertainty surrounding the Fed have all contributed to short-lived market swings over just the past year. This can be observed in the VIX, a widely followed measure of stock market volatility. The current VIX reading of 16 sits below its long-term average of 18.4 and well below recent peaks, as shown in the chart above. This also illustrates that periods of elevated volatility can present meaningful market opportunities. Another useful way to assess the impact of market swings on investors is to examine the largest drawdown within a given year. In 2026, the S&P 500’s deepest peak-to-trough decline has been 9%. Pullbacks of this magnitude are never comfortable to experience, but markets have a history of rebounding when investors least anticipate it. Today, not only has the market fully recovered from its earlier decline, but the S&P 500 has registered 24 new all-time highs so far this year.6 The first half of the year reinforces a key principle: the most significant risk investors face during turbulent periods is not the volatility itself, but how they respond to it. The temptation to time the market during uncertainty is understandable, but it frequently proves counterproductive. A more effective approach is to hold a well-constructed portfolio designed to endure all phases of the market cycle while remaining aligned with long-term financial goals. This positions investors to navigate the inevitable uncertainties that the second half of 2026 will bring. Remaining invested is critical to long-term financial success One consequence of investors stepping away from markets during volatile periods is the accumulation of what is often called “cash on the sidelines.” The central challenge with this approach is determining when to re-enter the market. The chart above illustrates the scale of this phenomenon today. Money market fund assets have reached a record $7.9 trillion, more than double their pre-pandemic level when interest rates were near zero. This reflects both the uncertainty that has characterized markets in recent years and a period of higher short-term rates that made holding cash more appealing. Although cash can feel like a safe harbor, it carries its own risks. Cash yields often fail to keep pace with inflation. For example, current average rates on certificates of deposit mean that the real income from cash holdings is negative after adjusting for inflation.7 Even when nominal yields on money market funds and short-term instruments look attractive, sustaining those rates and staying ahead of inflation over time presents a genuine challenge. As a result, the purchasing power of cash holdings can erode steadily. This is precisely why maintaining a balanced portfolio capable of generating growth, income, and capital preservation remains so important. As the market and economic cycle continues to evolve, this principle will only become more relevant. The bottom line? The first half of 2026 has rewarded investors who stayed diversified and maintained a long-term perspective, even as geopolitical and economic headlines created short-term uncertainty. References All figures are as of June 30, 2026 and are on a price return basis unless otherwise noted Clearnomics research and LSEG data as of June 30, 2026 Ibid. https://gasprices.aaa.com/ https://www.bls.gov/news.release/cpi.nr0.htm Clearnomics research and Standard & Poor’s data as of June 30, 2026 Clearnomics research and FDIC data as of June 30, 2026 Index Descriptions S&P 500 The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Dow Jones Industrial Average The Dow Jones Industrial Average consists of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors. NASDAQ The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index. MSCI Emerging Markets Index The MSCI EM (Emerging Markets) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of the emerging market countries of the Americas, Europe, the Middle East, Africa and Asia. The MSCI EM Index consists of the following emerging market country indices: Brazil, Chile, Colombia, Mexico, Peru, Czech Republic, Egypt, Greece, Hungary, Poland, Qatar, Russia, South Africa, Turkey, United Arab Emirates, China, India, Indonesia, Korea, Malaysia, Philippines, Taiwan, and Thailand. MSCI EAFE Index The MSCI EAFE Index is a free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the US & Canada. The MSCI EAFE Index consists of the following developed country indices: Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK. Bloomberg US Aggregate Bond Index The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. This newsletter is a publication of Kirk Capital Advisors, LLC. It should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. A professional advisor should be consulted before any investment decisions are made. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for your investment portfolio. All investment strategies have the potential for profit or loss. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. Kirk Capital Advisors, LLC is registered as an investment advisor and only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. ©2025 Kirk Capital Advisors, LLC. 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January 1, 2026 by felipe.revuelta By: W. Kirk Taylor, CFP® Most professional lists ask a question you could answer with a spreadsheet. Who manages the most assets. Who grew fastest last year. Who bought the most visibility. The survey behind Northern Virginia Magazine’s Top Financial Professionals list asks something harder to answer that way: which financial professional in this region would you refer your own friends and family to? That’s a narrower question than it looks. Professional respect is cheap to give. You can admire someone’s work from across a conference room and never think about them again. Sending your sister or your father to someone is a different act, because if it goes badly you hear about it at Thanksgiving. I’m grateful to have been named to the 2026 list. Scale is part of what makes the question meaningful. The magazine’s directory carries more than 800 financial professionals across Northern Virginia, including planners, accountants, estate specialists, insurance advisers, and investment managers. Only a portion of them carry the badge in a given year, and the people doing the recommending aren’t clients. They’re professionals who see this work from the inside. Which is also the honest limit of it. A referral is a prediction rather than a verdict. The professionals who filled out this survey have never read a plan we built, never sat in a meeting where a couple disagreed about what to leave their children, and never watched a family absorb a diagnosis or a layoff in the middle of a well-organized retirement projection. They’re working from reputation, and in our experience reputation is a slow and imperfect signal. So use a list like this the way it deserves to be used. It’s a reasonable place to start a short list of advisors and a poor place to end one. Ask about fees and how the firm is paid. Ask whether the advisor is legally required to put your interests first at all times. Ask what happens to the plan when something arrives that nobody put on the calendar, because that’s the part families actually judge us on. That test doesn’t get published in September. About the 2026 Award Northern Virginia Magazine compiles its Top Financial Professionals list by sending surveys to financial professionals across Northern Virginia, asking them to recommend other financial professionals whom they would refer to friends and family. The magazine’s editorial staff then vets those nominated to determine the final list, which appears in the September issue. No one can pay for inclusion on the list. Kirk Capital Advisors, LLC did not pay to be included. Portfolio performance is not a factor in this recognition. The recognition is not indicative of future investment performance, is not a guarantee of any client experience, and is not an endorsement by any client or prospective client. W. Kirk Taylor’s listing in the magazine’s financial professionals directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor based in Vienna, Virginia. We work with high-earning professionals, entrepreneurs, and affluent families across the NOVA and DMV region, and our fee-only structure keeps advice free of hidden conflicts. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. That’s why our work routinely extends past the person who signed the agreement to their children and grandchildren, including financial literacy, education, and investment coaching for younger generations. The KIRK Confidence Experience℠ lets you set the terms of the relationship, including the services, communication style, and meeting cadence that fit your life. If the questions above are ones you haven’t put to your current advisor recently, that’s a reasonable place to start. We’d love to hear about your goals. Schedule a meeting with our team. Citation: Northern Virginia Magazine, Top Financial Professionals (September 2026): https://northernvirginiamag.com/best/financial-professionals/
January 1, 2026 by felipe.revuelta By: W. Kirk Taylor, CFP® Voting for Washingtonian’s 2026 Top Financial Advisers list ran from November into December of 2025. Roughly a month, dropped into the busiest stretch of anyone’s professional calendar. That detail is more interesting than it sounds. A short window means nobody researches. People answer from memory, between other things, writing down whoever comes to mind without effort. It is a narrower test than a considered one, and in some ways a harder one. You do not stay top of mind for a room full of accountants, estate attorneys, and insurance specialists unless you have spent real time in that room. I am grateful to have been named to the 2026 list. Washingtonian also recently moved this list from every other year to every year, which means the names on it get re-tested more often than they used to. I like that. An honor that has to be re-earned on a shorter cycle is a more honest one. Worth saying plainly, though: being remembered is not the same as being right. This list records what professionals in the region recall and recommend. It says nothing about investment returns, and it is not an endorsement from anyone who has actually been our client. Those are different tests, and the second one gets run on us every day. About the 2026 Award Washingtonian compiles its Top Financial Advisers list by distributing surveys to hundreds of people working in the local financial industry, including fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers, and asking whom they would trust with their own money. The magazine also conducts its own research, consulting industry experts and publications. Those named are the people who received the strongest recommendations. Voting for the 2026 list took place between November 2025 and December 2025. The list was presented in December 2025. Portfolio performance is not a factor in this recognition. This award is not an endorsement by any client or prospective client, and it is not a guarantee or indicator of future investment results. W. Kirk Taylor’s listing in Washingtonian’s financial advisers directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. If we have not been top of mind for you yet, that part is fixable. Schedule a meeting with our team. Citation: Washingtonian, Top Financial Advisers, 2026 list (presented December 2025): https://washingtonian.com/best/financial-advisers/
January 1, 2026 by felipe.revuelta By: W. Kirk Taylor, CFP® Appearing on a list like this once can be a good year. Appearing again is a slower kind of signal. Another twelve months went by, the survey went back out to the region’s financial community, and the answer came back the same. I am grateful to have been named a 2025 Top Financial Adviser by Washingtonian. What I appreciate about how this list gets built is that it does not stop at counting votes. Washingtonian surveys hundreds of people working in the local financial industry and asks whom they would trust with their own money, and then the magazine does its own research, consulting industry experts and publications before the final names are set. A pure popularity count rewards whoever knows the most people. A survey with an editorial filter behind it is harder to game, and I think that makes the result worth more to the people on it. None of which makes it a performance measure. It is a reputational survey among professionals. It is not a client review and it is not a forecast. The verdict that actually matters tends to arrive quietly, when a family calls about something difficult and finds the plan already accounts for it. About the 2025 Award Washingtonian compiles its Top Financial Advisers list by distributing surveys to hundreds of people working in the local financial industry, including fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers, and asking whom they would trust with their own money. The magazine also conducts its own research, consulting industry experts and publications. Those named are the people who received the strongest recommendations. Portfolio performance is not a factor in this recognition. This award is not an endorsement by any client or prospective client, and it is not a guarantee or indicator of future investment results. W. Kirk Taylor’s listing in Washingtonian’s financial advisers directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. Recognition is a snapshot. A financial plan should not be. Schedule a meeting with our team and we will start with where you actually are. Citation: Washingtonian, Top Financial Advisers, 2025 list: https://washingtonian.com/best/financial-advisers/
January 1, 2026 by felipe.revuelta By: W. Kirk Taylor, CFP® Washingtonian asks a blunter question than most award surveys do. Not who is impressive, not who is growing fastest, but whom you would trust with your own money. The people answering are not only other wealth managers. Washingtonian surveys hundreds of people across the region’s financial industry, including estate attorneys, tax accountants, insurance specialists, and fee-only planners. These are the professionals who see an advisor’s work from the outside, in the middle of an estate transfer or a business sale or a messy tax year, and who watch how that advisor behaves when a plan meets something it did not expect. I am grateful to have been named a 2024 Top Financial Adviser. One detail about this list has stayed with me. Washingtonian notes that most of the advisers who make it are at smaller, independent firms, because the surveying process simply does not surface as many names at large banks and brokerages. I do not read that as a knock on scale. I read it as a statement about proximity. When your name is on the door, the people you work alongside know exactly whose judgment produced the result. That said, a survey is a survey. It records the opinions of professionals in the region. It does not measure investment performance, and no client should read it as a promise about their own outcome. About the 2024 Award Washingtonian compiles its Top Financial Advisers list by distributing surveys to hundreds of people working in the local financial industry, including fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers, and asking whom they would trust with their own money. The magazine also conducts its own research, consulting industry experts and publications. Those named are the people who received the strongest recommendations. The 2024 list was published in January 2024. Portfolio performance is not a factor in this recognition. This award is not an endorsement by any client or prospective client, and it is not a guarantee or indicator of future investment results. W. Kirk Taylor’s listing in Washingtonian’s financial advisers directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. If you would like to know whether we are the kind of firm your accountant or estate attorney would point you toward, ask them. Then schedule a meeting with our team. Citation: Washingtonian, Top Financial Advisers (January 2024): https://washingtonian.com/best/financial-advisers/
January 1, 2026 by felipe.revuelta By: W. Kirk Taylor, CFP® There is something slightly odd about this particular recognition, and it is the part I find most meaningful. The people who fill out Northern Virginia Magazine’s Top Financial Professionals survey are, in commercial terms, my competition. They are the other advisors working in this region, the firms a prospective client might be interviewing alongside us. The survey asks them to name someone other than themselves. Northern Virginia is not a small market for this profession. The magazine’s own directory carries hundreds of financial professionals across the region. Being named by people who compete for the same families we serve is a narrow sort of compliment, and I have come to think it is the honest sort. I am grateful to be on the 2025 list. The caveat matters as much as the recognition, so let me state it plainly. A peer survey measures reputation. It does not measure results, and it is not a client endorsement. What the families we work with judge us on is harder to put in a survey: whether the plan still held up when something in their life changed without warning. That is the standard I care about, and it does not get published in September. About the 2025 Award Northern Virginia Magazine compiles the Top Financial Professionals list by surveying financial professionals across Northern Virginia and asking them to recommend other financial professionals whom they would refer to friends and family. The magazine’s editorial staff then vets those nominated to determine the final list. The 2025 list was published in the September 2025 issue. The nomination period for the 2025 award ran through the year. Some Top Financial Professionals choose to advertise in the magazine, but placement on the list cannot be purchased, and the list and the advertising section are separate. Kirk Capital Advisors, LLC did not pay to be included. Portfolio performance is not a factor in this recognition. This award is not an endorsement by any client or prospective client, and it is not a guarantee or indicator of future investment results. W. Kirk Taylor’s 2025 listing in the magazine’s financial professionals directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. If your own plan has not been tested against a change in your life recently, that is a reasonable place to start a conversation. Schedule a meeting with our team. Citation: Northern Virginia Magazine, Top Financial Professionals (September 2025): https://northernvirginiamag.com/best/financial-professionals/
January 1, 2026 by felipe.revuelta The survey behind Northern Virginia Magazine’s Top Financial Professionals list does not ask who the best advisor in the region is. It asks something narrower and, I think, harder. If a close friend or relative needed financial planning help and you could not take the case yourself, who would you send them to? That constraint is what makes the answer worth something. It removes the option of naming yourself. It forces the person filling out the survey to think about someone they would trust with a relationship they actually care about. I am grateful that enough of my peers in Northern Virginia wrote down my name to place me on the 2024 list. I want to be clear about what that does and does not mean. It is not a measure of investment performance, and it is not a client endorsement. It is a reputational signal from people who understand this work from the inside, and it is one I intend to keep earning. About the 2024 Award Northern Virginia Magazine compiles the Top Financial Professionals list by surveying financial professionals across Northern Virginia and asking them to recommend other financial professionals whom they would refer to friends and family. The magazine’s editorial staff then vets those nominated to determine the final list, and the professionals named are those who received the most recommendations. The 2024 list was published in the September 2024 issue, which reached newsstands on August 30, 2024. The nomination period for the 2024 award ran from [NOMINATION START] through [NOMINATION END]. Some Top Financial Professionals choose to advertise in the magazine, but placement on the list cannot be purchased, and the list and the advertising section are separate. Kirk Capital Advisors, LLC did not pay to be included. Portfolio performance is not a factor in this recognition. This award is not an endorsement by any client or prospective client, and it is not a guarantee or indicator of future investment results. W. Kirk Taylor’s listing in the magazine’s financial professionals directory is available here. View Disclosure Information here: https://kirk.321staging.com/legal/ About Kirk Capital Advisors Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. If someone you trust would send a friend to us, it may be worth a conversation of your own. Schedule a meeting with our team. Citation: Northern Virginia Magazine, Top Financial Professionals (September 2024): https://northernvirginiamag.com/best/financial-professionals/
