by Salomon & Ludwin | Jun 15, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance” “If a person finds themselves in a scenario where they are carrying debt over a period (such as credit card balances), it is important to create a plan...
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 | Sep 27, 2022 | Recognition
Dalal Salomon named by AdvisorHub as one of 50 RIAs to Watch in 2022 AdvisorHub has determined that these fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy...
