Improving lives through sound financial planning.

Most Recent Posts

ROBIN’S STORY

By Robert W. Tull | October 23, 2019

I remember, growing up, that our Thanksgiving meals regularly included a guest at the table who didn’t have family, and our family vehicle was considered a gift that my dad seemed to always loan out to someone in need. Those are just a couple of the memories I had growing up as the son of […]

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Market Volatility & Long Term Investing

By Robert W. Tull | October 13, 2018

I once had the opportunity of attending a financial conference where legendary value investor, Jean-Marie Eveillard, was in attendance. During a dinner, I had the chance to visit with Jean-Marie and shared with him that we invested some of our clients’ money in his funds. No sooner had I begun to explain that many of […]

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Trade & Tech Rhetoric Increases Market Volatility

By Robert W. Tull | April 9, 2018

Although corporate earnings numbers and U.S. employment remain good, Wall Street seems to grow increasingly concerned about the “potential” trade war between the U.S. and China, and the public scrutiny of the technology sector (i.e. Facebook and Amazon). Thus the increase in market volatility in 2018 relative to 2017. The S&P 500 has moved by […]

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Putting Market Volatility in Context

By Robert W. Tull | February 9, 2018

This quote is engraved on a clock gifted to me by a client and friend, who has heard me say this very thing since the late 1980s. It sits on my desk and serves as an important reminder to always look at the big picture. Like now, for instance…let’s place the recent stock market volatility […]

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1987: Memories of a Market Crash

By Robert W. Tull | November 1, 2017

Frozen. That’s the only way I can describe it. Mike, the other financial planner in our office, and I were listening to the report of the stock market rapidly dropping, while staring at each other in disbelief. It was October 19, 1987. We didn’t have a computer screen to look at, so the only continual […]

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Robin Tull Celebrates 30 Years in Financial Planning

By Robert W. Tull | July 23, 2015

Don’t accumulate possessions…accumulate experiences. Yes, it sounds like strange advice coming from a financial advisor. On a daily basis I counsel clients to grow their assets, because one day they will be drawing from them. But as I cross another milestone – July 7, 2015, marked my 30thAnniversary in the financial planning profession – I […]

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Doing Hard Things

By Robert W. Tull | May 8, 2015

April 20th was my son, Philip’s, 23rd birthday. He didn’t ask for much…all he wanted was for Mom and Dad to travel to Williamsburg with he and Janae, his lovely fiancée, and “do the ropes course.” Sounded to me like a fairly simple birthday request, so I said, “Let’s do it.” What is a ropes […]

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