Wealth Management News & Announcements
Wealth Management News: Recent Releases
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Wealth Management News: Archive
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“We are a huge resource to folks in the Mid-Ohio Valley, and everyone deserves a second opinion on their investments from a Barron’s Top 1200 […]
Play Video Published: March 3, 2025 Helping Boomerang Kids Achieve Financial Independence While Maintaining Household Balance The rising trend of adult children moving back […]
Photo Caption: Front Row, left to right: Jill Parsons, President/CEO, Chamber of Commerce of the Mid-Ohio Valley; Chris Hall, Founding Partner/CEO, Hall Financial Advisors; Lee […]
Play Video Published: Feb 24, 2025 Navigating Financial Uncertainty: What Federal Employees Need to Know About the Impact of D.O.G.E. For Federal Employees, the […]
Play Video Published: Feb 12, 2025 Debunking Common Retirement Myths to Secure Your Future Retirement planning isn’t just about saving-it’s about having a strategy […]
(left) Kevin Knab, Partner, Hall Financial Advisors | CFP®, CPFA™, Financial Advisor, RJFS (right) Rob Beardmore, Partner, Hall Financial Advisors | Senior Financial Advisor, RJFS Published: Jan […]
Published: Jan 15, 2025 How resisting change can impact your finances-and steps to move forward with confidence. At Hall Financial Advisors, we understand that […]
Published: Jan 7, 2025 How Thoughtful Estate Planning Strategies Can Protect Your Loved Ones and Secure Your Legacy A well-structured estate plan is essential […]
Play Video Published: Jan 2, 2025 How Understanding Your Financial ‘Why’ Can Help You Achieve Your Financial Goals As we enter the New Year, […]
Published: Dec 18, 2024 Protect Yourself and Your Loved Ones by Staying Informed About Common Scams. At Hall Financial Advisors, we believe that protecting […]
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.