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, interest rates, 401k accounts, and more!
Wealth Management News: Archive
Catch up on our wealth management news, trends, and tips from our professional financial advisors!
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the […]
Chris Hall of Hall Financial Advisors Ranked No. 1 in West Virginia on Forbes’ List of Best-in-State Wealth Advisors* Published: April 4, 2024 Christopher […]
Chris Hall Named to Barron’s List of Top 1,200 Advisors for Second Consecutive Year* Published: March 21, 2023 Christopher Hall, Senior Financial Advisor with […]
How a Financial Advisor Can Help Lower Your Tax Bill Careful tax planning throughout the year can put more money in your pocket Published: […]
5 Easy Ways to Protect Seniors from Financial Abuse Published: March 5, 2024 Technology has helped to streamline the way we manage our money, allowing […]
Play Video Insights and Strategies for Politically Neutral Investing in Today’s Political Climate Published: February 13, 2024 In our current environment, where political news comes […]
Play Video Prepare, Assess, and Thrive: Navigate Your Financial Voyage with Confidence and Trust Published: January 31, 2024 Start with Clarity Take a moment to […]
Play Video Play Video Unlocking Financial Clarity: The Role of CFP® Professionals Published: January 31, 2024 Meet Kevin Knab, CFP®, CPFA™, and Zane Eschbaugh, CFP®: […]
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security? […]
Hall Financial Advisors Named to Forbes’ Best-in-State Wealth Management Teams List Published: January 15, 2024 We are excited to announce that Hall Financial Advisors (HFA) […]
1 The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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 3/31/2022 to 3/31/2023 and was released on 01/09/2024. 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 10,100 team nominations, 4,100 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. 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.