Our mission is to provide personalized wealth planning, advice, and management services to assist with your monetary needs now and in the future.
Our intention is to work alongside you for the duration of your financial life as together we explore a financial course to fulfill today’s needs, tomorrow’s dreams, and a strategy to build a lasting legacy for future generations.
We will do our best to keep you focused on where you want to go, offer advice on how best to get there, and continually remind you of the importance of maintaining a disciplined investment approach to achieve your financial goals.
We are a state Registered Investment Advisory (RIA) firm located in Virginia and Florida and founded in January 2022 by Tom Robinson, PhD, CFA, CFP, CAIA.
Our founder Tom Robinson has over 30 years experience in financial services and financial education. Tom is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.
Executive Summary – Market Backdrop The first quarter of 2026 delivered a sharp departure from the broad equity momentum that defined 2025. Markets were shaped by a significant rotation — away from large technology and growth stocks and toward value,
Executive Summary – Market Backdrop As we entered the final quarter of 2025, markets were powered by broad equity strength, supportive fixed income returns and continued investor focus on diversification. Through September, global equities experienced robust gains — both domestic
The third quarter of 2025 delivered strong equity market gains, extending the positive momentum established earlier this year. Despite ongoing concerns about inflation, global growth, and monetary policy, risk assets broadly advanced, with particular strength in U.S. small-cap and international
Equity Markets: A Sharp Reversal Q2 was a clear turnaround from Q1’s sluggish equity performance. Leading the rebound were large-cap U.S. growth stocks, with the Nasdaq-100 (QQQ) surging +17.8% for the quarter. That brought its year-to-date return to +8.2%, recovering
In a world of constantly shifting economic and geopolitical dynamics, understanding the structure of the Global Market Portfolio (GMP) can help investors benchmark their own portfolios and identify diversification gaps. This post offers a snapshot of the global investable universe—spanning
As we approach the halfway point of 2025, global markets have shown resilience amid persistent economic uncertainty. While the first quarter was characterized by muted or even negative equity returns in many segments, the second quarter—so far—has delivered a sharp
April brought continued volatility to global financial markets, reflecting persistent investor concerns over inflationary pressures, central bank policy shifts, and uneven economic data. While fixed income markets posted modest gains, equities—particularly in the U.S.—remained under pressure. Below is a summary
As we close out the first quarter of 2025, the markets have presented a mix of headwinds and bright spots. Below is a snapshot of how various asset classes performed year to date, based on popular exchange-traded funds (ETFs). Keep
When it comes to investing, performance is not just about high returns—it’s also about how much of your return you get to keep. Exchange-traded funds (ETFs) have emerged as a highly efficient investment vehicle, especially when compared to traditional mutual
As we complete the first two months of 2025, it’s time to take a look at how the markets have performed. February proved to be a challenging month for US equities, contributing to a mixed start to the year. Let’s
