by Salomon & Ludwin | Oct 25, 2019 | Recognition
Dalal Salomon was named to the Barron’s Hall of Fame To get some perspective on what it means to appear on this list: 600,000 people carry licenses from FINRA, the brokerage industry’s regulator. About 300,000 identify specifically as financial advisors, and, of...
by Salomon & Ludwin | Jul 1, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans” “Spending or saving every dollar is never a good idea since you are working and earning income. You should enjoy your hard work now but have a plan to save what is...
by Salomon & Ludwin | Jun 19, 2023 | Recognition
Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023 Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked...
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 | 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...
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...
by Salomon & Ludwin | Sep 19, 2022 | Recognition
Dalal Salomon named as a 2022 Top 100 Independent Advisors by Barron’s The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. “We’re in this for the...
