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 The Events that Can Trigger a 401(k) Rollover Event Published: September 20, 2023 Brennan McKean, CPFA™ Retirement Plan Specialist, and Financial Advisor takes […]
Play Video Three ways you can foster financial values in your family today. Published: August 17, 2023 As a experienced Client Service Associate and dedicated […]
Representing the Hall Financial Advisors Giving Foundation, Pictured from left to right- Hall Financial Advisors Partners, Jeremiah Kuhn, CPFA™ and Senior Financial Advisor, with wife, […]
Play Video 5 habits to make it easier to manage your financial life. Published: July 25, 2023 As a CERTIFIED FINANCIAL PLANNER™, Kevin Knab, often […]
Play Video Worried about how inflation might impact your portfolio? Published: July 18, 2023 Over the past year, supply chain issues, government stimulus, and increased […]
Play Video 4 Questions to Help with Transitions Published: May 9, 2023 For the most part, we all share the same common fears while on […]
Play Video New RMD Rule and Maximizing Your Retirement Published: May 8, 2023 Zane Eschbaugh, CFP® & Financial Advisor discusses how to can navigate the […]
Play Video Tips to Prepare for Financial Independence Published: April 24, 2023 Connor McCreary, Financial Advisor shares some tips for helping to prepare your young […]
Forbes – Chris Hall named Best-in-State Wealth Advisor List as #1 in West Virginia (2023, 2021, 2020 & 2018)1 Chris Hall Top Ranked in West […]
Play Video Rising Interest Rates and What That Means for Your Portfolio Published: April 3, 2023 Rob Beardmore, Financial Advisor for Hall Financial Advisors talks […]
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.