Salomon & Ludwin

09/02/2026

What are you buying? What does it do? What does it cost?

At Salomon & Ludwin, these aren't uncomfortable questions. They're the starting point for every investment conversation.

Learn more about our transparent, direct approach: https://salomonludwin.com/our-approach/

Our Approach - We openly discuss with our clients what they are buying,what it attempts to accomplish, and what it costs them.

08/31/2026

Want to learn more about Lifetime Gifting of Stock or Business Interest?

Check out this article, or give us a call.

Lifetime gifting of your stock or other business interest (such as a partnership interest, if your business is not incorporated) refers to a formal or an informal plan of giving your interest in a business directly to other individuals, probably your children or grandchildren. As opposed to selling....

08/28/2026

Teaching takes hard work, commitment, and heart. We're grateful for every one of you who has chosen to inform and guide our children. Your impact reaches far beyond the classroom!

This back-to-school season, two S&L team members are especially proud. Willene Bellamy & Beth Pettler each have daughters heading back to their middle school classrooms.

We're cheering them on alongside every educator starting a new year.

Here's to a wonderful year ahead!

08/26/2026

The ability to lock in a known tax cost today in exchange for decades of tax-free growth is genuinely valuable, particularly for clients who expect their wealth, and their tax rates, to rise over time.

Learn more from this recent article.

Roth IRA conversions have become an almost automatic recommendation in many planning conversations, and for good reason. But consider these six scenarios before signing off.

08/25/2026

We're sending our very best to all of the Salomon & Ludwin kids as they head into a brand new school year!

Here's to year filled with friendship, laughter, and a love of learning.

Have a great year, students, parents & families! 🍎

08/24/2026

The kids are grown & the house is quieter, but for empty nesters with a solid financial plan, this stage can also mean it's time to get out there and have some fun!

New hobbies. More travel. Date nights. That's the payoff of planning ahead.

Learn more about Salomon & Ludwin's Financial Planning strategy and how we help clients through all stages of life.

www.salomonludwin.com

08/21/2026

How do I like to spend time outside of the office?

"I love playing golf! In my opinion, there’s no better way to spend a beautiful day than being out on the course. Whether I’m playing with close friends or my dad, I think the combination of good weather and good people always makes for incredible memories."

- Jack Ludwin, Junior Associate

08/19/2026

At Salomon & Ludwin, every relationship starts with getting to know you: your goals, your timeline, your unique situation.

From there, we personally create a plan & portfolio that's designed specifically for you.

Sound like something you're interested in?

Give us a call: 804-592-4999.

08/18/2026

A recent Wall Street Journal article looks at why so many adult children put off "the talk" with their parents about long-term care, finances, and end-of-life wishes, and what happens when they wait too long.

At S&L, we've sat in on enough family meetings to know: the earlier this conversation happens, the more choices everyone has. We help clients navigate these discussions before they become urgent.

Read the article here.

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

08/17/2026

At S&L, we believe that meaningful advice doesn't come from just one perspective. It comes from many.

That's why we intentionally built a team that spans generations. Newer team members bring fresh thinking and the latest tools & technology. More tenured teammates bring decades of experience navigating markets, life transitions, and so much more.

When those perspectives come together, clients get something more complete: guidance that's both time-tested and forward-looking.

That's what multi-generational collaboration looks like at a firm that's Personally Invested in getting it right.

https://salomonludwin.com/about/team/