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.
Investment markets have been volatile in recent years. In particular, investing in fixed-income securities (bonds) has been challenging in a low-interest rate environment, followed by the current increasing rate environment. There are now good opportunities in the bond market. However,
As an individual investor, you might have heard about converting your traditional IRA (Individual Retirement Account) to a Roth IRA. This article will help you understand the advantages and potential drawbacks of making such a conversion and the optimal timing
The market had a decent recovery in the first quarter of 2023. Cumulatively, however the market is still behind where it was at the beginning of 2022. Technology stocks rebounded in the first quarter of 2023 resulting in strong returns
Location, Location, Location! Just as in real estate, location matters in managing investments. Where you place different types of investment assets (such as stock and bonds) can have a significant impact on the after-tax return you realize over time. Let’s
2022 Investment Markets in Perspective[1] For many investors, 2022 is a year they would like to forget. 2022 was one of the worst years overall for investors in history. While stock returns have always been volatile, bonds have typically been
A Recession or Not A Recession? That is the question for 2022 In 2020 because of the global pandemic investors feared a global recession – a significant downturn in economic activity. This in turn resulted in a 30% decline in
Market Update as of June 30, 2022 The last six months have seen the broad U.S. Stock market decline in value by about (20%). As reported by CNBC, this is the worst first six-month performance for over 30 years (since
Market Update – First Quarter of 2022 Highlights the Importance of Diversification The first quarter of 2022 was a challenging one for all types of investments. Stocks, bonds, and real estate investment trusts were all down. As we will see
What is Happening with Interest Rates and Bond Prices? As reported by Barron’s about a week ago, bonds had their worst quarter in years. Bond prices across the board were down. Mutual funds and ETFs tracking the broad bond market
To IRA or not To IRA? That is the question (or at least one of the questions) The most important life objective for most people is saving and investing for retirement. Individual Retirement Accounts (IRAs) are an important consideration in
