Financial Advisor
Getting to Know Josh
Josh joined Armstrong, Fleming & Moore, Inc. in July 2020 as a Client Service Associate. He graduated from Virginia Tech in May 2020.
While at Virginia Tech, Josh majored in finance in the CERTIFIED FINANCIAL PLANNER™ certification education track and also in accounting and information systems.
Josh is from Richmond, Virginia, but was drawn into the excitement of DC and the endless food options available. If he is watching soccer, he enjoys to watch the Premier League supporting West Bromwich Albion but also is a Baltimore sports fan. When not watching or playing sports, Josh enjoys visiting new places and going to concerts.
More From
Josh Kaplan, CFP®, EA
Has My Financial Advisor Turned into a Farmer? What is Tax-Loss Harvesting?
April 29, 2025What is Tax-Loss Harvesting? Tax-loss harvesting is when an investment is sold at a loss to help reduce your tax…
Stay Ahead This Tax Season: Maximizing Deductions with 2025 Tax Law Updates
March 24, 2025As we approach the April 15th tax filing deadline and put a close to the 2024 tax year, there are…
Beyond the Ballot: The 2024 Election’s Impact on Your Investments
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Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan
April 10, 2024The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Insights from Nicolette & Josh, CFPs® and Enrolled Agents
March 5, 2024Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
How to Stay Safe With Online Payment Tools
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2022 Year In Review
January 31, 2023To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…
Student Loans – Loan Forgiveness & Other Benefits
October 26, 2022For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…
Preparing Taxes
April 13, 2022We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…
Why Investing is More Difficult Than Just Choosing the “Right” Securities
July 1, 2021Investing can seem to be a simple concept – buy when the market is low and sell when it’s high…
529 Accounts: The Ins and Outs of Qualified Expenses
May 7, 2021As you may know, 529 accounts are a great savings vehicle for many individuals to save money for education. The…