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 20, 2025 Why Volatility Feels Different in the Moment In our last video, Rob Beardmore, Partner and Senior Financial Advisor at […]
Play Video Published: August 13, 2025 What Are ETFs? Exchange-Traded Funds, or ETFs, are pooled investment funds that trade on stock exchanges. They combine the […]
Published: August 12, 2025 When Borrowing Can Be Strategic When it comes to personal finance, conventional wisdom says the best way to live is debt-free. […]
Play Video Published: August 1, 2025 Volatility Isn’t The Enemy Market volatility can be unsettling. Right now, it may feel especially noisy, unpredictable, and overwhelming. […]
Play Video Published: July 23, 2025 Why Money and Relationships Often Clash Money and relationships often mix like oil and water. From supporting adult children […]
Published: July 14, 2025 Why Social Security Matters for Retirement Social Security provides a vital source of income for millions of Americans, especially those age […]
Published: June 20, 2025 At Hall Financial Advisors, we believe that understanding your money values is one of the most important steps toward building a […]
Published: June 1, 2025 Get Artsy in Retirement: Explore Creative Possibilities with Local Resources Retirement hobbies are more than just ways to pass the time; […]
“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 […]
1 The 2026 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 3/31/2024 to 3/31/2025 and was released on 01/07/2026. 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 12,787 team nominations, 6,149 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.