by Salomon & Ludwin | Mar 20, 2023 | Recognition
Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023 The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory...
by Salomon & Ludwin | Mar 16, 2023 | Recognition
Salomon & Ludwin has been named one of RIA Channel’s Top RIA ETF Power Users RIA Database® has been producing Top Advisor lists for Forbes for over 10 years. They recognize these firms for their independence, their entrepreneurial spirit, and their ability...
by Salomon & Ludwin | Feb 7, 2023 | Recognition
Dalal Salomon Named as one of Forbes 2023 Top Women Wealth Advisors Recent studies by Wells Fargo and Vanguard show that women tend to have a more disciplined approach to investing. Not only are women more patient and trade less than men—often leading to better...
by Salomon & Ludwin | Jan 24, 2023 | News
Kate Atwood, CFP®, CRPC® featured in MoneyGeek’s article, “Older Adults’ Guide to Income Streams and Money Management in Retirement” “Regarding retirement, there is no “one size fits all.” Retirement means something different to each person,...
by Salomon & Ludwin | Nov 2, 2022 | Recognition
Jeremiah Winters named one of Richmond’s Five Star Wealth Managers for 2022 “Daily, I get invited into people’s lives to hear and learn about what they find valuable and meaningful. I get to be a part of helping them achieve these things.” – Jeremiah...