GoBankingRates Personal Finance Website, June 26, 2015 Dustin Hall, MBA, CFP®, ChFC®, is quoted in columnist Laura Woods article, “What Do Financial Planners Do?” “The role of a financial advisor goes well beyond helping their clients respond to financial emergencies,” said Dustin Hall, MBA, CFP®, ChFC® and co-founder and chief investment officer of Hall & Burns Wealth Management, LLC. “I think it is important for people to understand that the best time to plan for an event is before it actually happens.” “Financial advisors can help their clients set appropriate goals and track their progress over time,” Hall said.
Cary Magazine, October 19, 2012 In a profile written by Nancy Purdue, co-founder of Hall & Burns Wealth Management, Kathy Burns said that even while growing up on a farm in one-stoplight Gates County, N.C. she always knew she would be an accountant. “My father taught me how to work hard, and humility was ingrained in us,” Burns said. “But my rural county dad also instilled in me that I could be whatever I wanted.”
Financial-Planning.com, July 30, 2012 Columnist Marie Swift interviewed Dustin Hall of Hall & Burns for her article "Keeping in Front of Clients, Prospects." Hall is a firm believer in doing fun and interesting things with clients that resonate with their hobbies and passions, whether it's playing tennis, attending baseball games or taking lessons at a culinary institute. "Our clients know we are looking out for their best interests on the financial front but what sets us apart is knowing how much we really care about them as people, not just a client account." Read more of Hall’s comments in the article.
MSNBC.com, October 1, 2012 Dustin Hall, chief investment officer of Hall & Burns Wealth Management, LLC, discusses the Family Stress Index Test and how investors may better prepare for unforeseen circumstances that could affect their portfolios. Hall states that fear of the unknown should not cause an investor to be unprepared or surprised by the unexpected. Hall's Family Stress Index Test is designed to determine how a portfolio might perform under various market and economic stressors. He encourages all investors to submit their portfolio to some type of Family Index Stress Testing. Read the MSNBC article to learn more.
YOPro Wealth Finance Blog, June 17, 2014 In Part 1 of a 5-Part series called “The Experts on Investing”, writer Austin Netzley asked Dustin Hall, MBA, CFP®, ChFC® to share with his readers some of the best investment advice he has ever received or been given. Hall shared several tips including the fact that “You don’t have to recoup a loss with the same investment that caused the loss in the first place.” “What brought you down may not necessarily bring you back.”
IrreplaceableCapital.com, February 16, 2012 In his article “Why Advance and Protect?” Dustin Hall explains why he believes it is important to have an “Advance & Protect” investment strategy. One of the tools investors can use to assess the risk in their portfolio is a portfolio “stress-test”. Read more of Hall’s insights and observations in his blog Irreplaceable Capital.
Pinehurst Magazine, Jan/Feb 2012 For his article "Financial Finds for 2012," journalist David Droschak interviewed Dustin Hall to glean financial tips every investor should know to get their financial house in order. Hall emphasized how important it is to speak with a trusted financial expert who is looking out for opportunities and risks based on the individual's overall financial situation. Read the article for additional insights.
Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Business Leader magazine, June 30, 2011 Kathy Burns, CPA, PFS, was named one of "2011's Women Extraordinaire.” Burns is a Co-Founder and Partner at Hall & Burns Wealth Management, where she helped to create and implement a “Personal CFO” platform. The pro-active wealth management firms provide clients with a level of service and coordination that is typically only offered to the super wealthy (typically more than $100 million of investment assets).
Triangle Business Journal, June 30, 2011 Kathy Burns, CPA, PFS, was named to the "Woman in Business Class of 2011” by the Triangle Business Journal. The Women in Business awards program recognizes Triangle women who have proven to be dynamic and outstanding leaders with established track records of significant accomplishments in business and/or community service.
The Wall Street Journal (WSJ.com-The Wallet), August 7, 2009 Dustin Hall, MBA, CFP®, ChFC®, is quoted in reporter Anna Prior’s article, “Surviving a Furlough.” “You’ll need to determine how the loss of income will impact your ability to meet your ongoing living expenses, said Hall, a financial consultant with Hall & Burns Wealth Management in Cary, N.C. “Take into account your routine monthly expenses, as well as bills that are due at certain times throughout the year—such as annual insurance premiums—by creating a detailed monthly budget that outlines income and expenses instead of simply doing big-picture budgeting, said Hall. Read more in the WSJ article.
The News & Observer, April 4, 2009 In “Dial Down the Risk,” Dustin Hall said the market could turn bearish, but that investors should not run. Hall, who got into the investment business on the heels of the dot-com crash, said that the sharp downturn in technology stocks taught a valuable lesson about the importance of diversification and sticking to long-term investment goals. Read more in this article profiling Dustin Hall.
Disclosure: LPL Financial and Hall & Burns Wealth Management are unaffiliated entities. The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Stock investing involves risk including loss of principal. Asset allocation does not ensure a profit or protect against a loss.
