Video Library

Salomon & Ludwin

History & Evolution of Triggerpoint

Salomon & Ludwin president Dan Ludwin and NPR Full Disclosure host Roben Farzad discuss the history & evolution of the patented TriggerPoint® investment strategy.

Salomon & Ludwin

Introducing the Four Pillars

Salomon & Ludwin president Dan Ludwin and NPR Full Disclosure host Roben Farzad discuss the four pillars that are the foundation of S&L’s commitment to clients: Cash Flow Engineering, Risk Management, Tax Efficiency, Documentation & Coordination.

Salomon & Ludwin

Investment & Performance Discussion

Salomon & Ludwin president Dan Ludwin and NPR Full Disclosure host Roben Farzad discuss S&L’s approach to investing & how it relates to performance.

Salomon & Ludwin

Evolving Team Roles

Salomon & Ludwin president Dan Ludwin and NPR Full Disclosure host Roben Farzad discuss the evolution of S&L’s team and roles.

Salomon & Ludwin

Why Salomon & Ludwin has Required Minimums

Salomon & Ludwin president Dan Ludwin and NPR Full Disclosure host Roben Farzad discuss why S&L has required minimums.

Salomon & Ludwin Intro Video

Investment and Financial Advisory Practice, Richmond VA

Private Wealth Manager for High Net Worth Investors

Salomon & Ludwin | Tax Saving Strategies for 2021

Kate Atwood, CFP®, CRPC® explains 4 tax saving strategies that Salomon & Ludwin considers for clients.

Salomon & Ludwin | Accessing Your 2020 Tax Documents

In this brief video, Salomon & Ludwin’s Director of Client Relations, Jen Thompson, walks clients through how to access their TD Ameritrade tax documents within their Salomon & Ludwin Black Diamond Client Portal.

Client Portal Tutorial

Access information and insights about your account with Salomon & Ludwin.

Hear Dalal’s backstory and what drives her to serve.

 

Disclosures: 
A nomination committee comprised of community leaders and Junior Achievement Laureates vets the candidates through a rigorous selection process.

Dalal and Salomon & Ludwin support the Junior Achievement of Central Virginia by participating in volunteer events, but neither paid to be considered for the award.

Like What You’ve Heard?

Have a minute? Fill out the contact form below and press SEND. We’ll be in touch soon.

13 + 8 =

Get started with this quick survey.