The Tull Financial Blog

Author Results

The Tull Financial Blog

Author Results

ROBIN’S STORY

ROBIN’S STORY

October 23, 2019

Robert

Company News

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 a Presbyterian minister. My father was always helping out... Read more
Fee-only versus fee-based financial planning

Fee-only versus fee-based financial planning

September 20, 2019

Robert

Financial Planning

In my thirty years as a Financial Planner, I am often asked, “is there really a difference between a fee-only and a fee-based advisor?” When I began my career in 1985, I started as a commission-based representative working for a broker/dealer. Although I was sincere and always did what I thought was best for my client, at the end of the day I was... Read more
Market Volatility & Long Term Investing

Market Volatility & Long Term Investing

October 13, 2018

Robert

Financial Planning

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 these clients were widows,... Read more
Trade & Tech Rhetoric Increases Market Volatility

Trade & Tech Rhetoric Increases Market Volatility

April 9, 2018

Robert

Financial Planning

A lthough 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... Read more

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