If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one’s flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan. Webster’s defines flight path as “a course or […]
As we near the end of the calendar year, many people take this opportunity to make donations to nonprofit and charitable organizations. With the holiday’s right around the corner and with everything going on in the world right now, there are more causes than ever to consider supporting. The good news is that there is […]
In this week’s Financial Friday video, we welcome Amy Pucci, our Certified Senior Advisor (CSA), to talk about Medicare and the open enrollment period starting this October. Here are the main takeaways: WHAT IS FALL OPEN ENROLLMENT? Occurs each year from October 15th through December 7th During this time, those with Medicare can make changes […]
On September 19, Chesapeake Rotary will honor our own Robin Tull as its 2019 First Citizen of Chesapeake at a banquet at the Chesapeake Conference Center. While all of us here at Tull Financial Group know exactly how much he deserves this award, Robin admits that he was surprised when he found out he had […]
Cyber-security is an issue that we hear more and more about each and every day. Which major business will get breached this week? Will your username and password become compromised in the process? Today we have to be very intentional about how we store our information, and with technology constantly changing, we need to understand […]
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 […]
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 […]
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 […]
We are two days into February 2018, and we have viewed something not seen in a while on TV screens – the color red on the market reports. The market began the year very strong and there was much talk about a robust 2018. We continue to believe this is the case based on the […]
Have you ever committed to something and halfway there think, “Oh, that was a baaad decision?” Well, you have my absolute sympathies! I had signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never breached the 4 mile mark. After an […]