Wealth Management News & Announcements
Wealth Management News: Recent Releases
Check out the recent news on wealth management! Hall Financial Advisors cover everything from financial independence, estate planning, 401k accounts, and more!
Wealth Management News: Archive
Catch up on our wealth management news, trends, and tips from our professional financial advisors!
Play Video Published: August 13, 2025 🎥 In this video, Cody Venderlic, Financial Advisor at Hall Financial Advisors, explains why credit scores matter-even for high-net-worth […]
Play Video Published: September 22, 2025 🎥 In this video, Brennan McKean, Retirement Plan Specialist at Hall Financial Advisors, explores the hidden costs of DIY […]
Play Video Published: September 15, 2025 Discover how to make your retirement about meaningful moments, not material things. Retirement gives us something incredibly rare: […]
Published: August 25, 2025 What the ‘One Big Beautiful Bill Act’ means for your finances The new legislation likely has implications for all federal […]
Play Video Published: August 20, 2025 Seeing Volatility as Part of the Investing Journey In our last video, Rob Beardmore explained why volatility is […]
Play Video Published: August 13, 2025 🎥 In this video, Zane Eschbaugh walks through how ETFs combine the flexibility of stocks with the diversification benefits […]
Published: August 12, 2025 When Borrowing Can Be Strategic Borrowing can offer flexibility and align with long-term financial goals. When it comes to personal […]
Play Video Published: August 1, 2025 How to Stay Focused During Market Ups and Downs Market volatility can be unsettling. Right now, it might […]
Play Video Published: July 23, 2025 5 Common Money Arguments (and how to avoid them) Money and relationships often mix like oil and water. […]
Published: July 14, 2025 The Future of Social Security: What You Need to Know Today How Social Security’s anticipated shortfall may impact your retirement […]
1 The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.