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.
It has been a very good year for stocks with large company stocks up 15.3% through June 30. This year has not been as kind to the bond market and real estate which were down year to date. Commodities saw
This was another very good quarter for the stock market with large company stocks up 10.4%. That is historically a return for a full year. This quarter was not as kind to the bond market and real estate which were
Financial markets performed extremely well over 2023 despite economic headwinds and a widely expected recession. The 4th quarter saw exceptional returns in all asset types other than commodities. The table below shows returns for investable ETFs representing the most common
Choosing the overall allocation of your investment portfolio – the plan for how much should be invested in stocks, cash, bonds and other investments – is the most important investment decision you will make. While over the long-term markets are
Financial markets continue to grapple with uncertainty. The 3rd quarter saw most investment types down for the quarter. The table below shows returns for investable ETFs representing the most common investment types. We like to use ETFs versus indices to
If you are like most investors today, you likely own index funds in your portfolio, particularly in company retirement plans. Index funds are a very low-cost way of getting exposure to an asset class. Not all asset classes are created
The individual retirement account (IRA) is a popular savings vehicle for retirement due to its tax advantages. Careful beneficiary planning can maximize these advantages, but one common mistake people make is naming their estate as the beneficiary of their IRA.
U.S. Gross Domestic Product (GDP – the total value of goods and services produced in the U.S.) increased 2% in the first quarter of 2023 according to revised estimates from the Bureau of Economic Research at Gross Domestic Product (Third
The market performed surprisingly well year to date, despite a continuing rising interest rate environment, continuing global conflict and a widely anticipated recession. Technology stocks have rebounded in the first half of 2023 resulting in very strong returns for the
As individuals approach retirement, one of the most important financial decisions they need to make is when to start receiving Social Security benefits. The timing of this decision can significantly impact the amount of benefits received throughout one’s lifetime. This
