Improving lives through sound financial planning.

CARES Act: Retirement Impact

By Tull Financial Group | March 31, 2020

For the purpose of this blog, we want to identify some of the provisions of the CARES Act that may impact you and aspects of your retirement. Please know that these changes are very new, and that we are proactively working to identify planning opportunities for each of our clients. We have summarized the some […]

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Not Our First Rodeo

By Robert W. Tull | March 23, 2020

Monday, I was returning from an extended trip with my family. We had been out west, which we love to do near winter’s final gasp, getting some hiking and skiing in before the Virginia spring begins. It seems there have been numerous trips like this where news comes out while we’re away, which results in […]

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At or past retirement age? It’s never too late to bring in a Certified Senior Advisor

By Tull Financial Group | March 4, 2020

Financial advising is different for everyone, but saving for retirement is a very different financial situation than drawing down on retirement funds already saved or budgeting social security payments. For those in their senior years who have transitioned from saving to budgeting their retirement dollars, it is a good idea to engage a Certified Senior […]

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Life Transitions: Financial Planning for Widows

By Amy Pucci | February 26, 2020

Losing a spouse and the person you’ve built a life with is hard enough, but with death comes lots of decisions, paperwork, and responsibility. If you’ve recently lost your husband, we want to give you our deepest condolences. We also want to help you through this difficult time by making those onerous financial decisions easier […]

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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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Keeping Perspective When the Market Drops

By Robert W. Tull | February 2, 2018

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 […]

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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 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 […]

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