Improving lives through sound financial planning.

Financial and Retirement Planning in Hampton Roads

By Robert W. Tull | December 6, 2019

Having recently returned from a Financial Planners Association Conference in Minneapolis, where the temperature was already hitting the freezing mark, I quickly remembered why I like living in Hampton Roads. I love the changing seasons where we can experience some snow in the winter with just a three-hour drive to ski resorts or the heat […]

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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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Investing Is a Marathon, Not a Sprint

By Philip Tull | December 4, 2017

Have you ever committed to something and halfway there think, “Oh, that was a bad decision?” Well, you have my absolute sympathies! I signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never breached the four-mile mark. After an attempt at […]

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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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