David Mullins Wealth Management

David Mullins Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from David Mullins Wealth Management, Financial planner, 1302 Second Street PO Box 328, Richlands, VA.

How prepared are you for retirement?
07/28/2025

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Is there a role for both active and passive investments in your portfolio?
07/21/2025

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
07/14/2025

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

You’re the conductor of your 401k, IRA and taxable savings.
07/07/2025

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

How much could you receive from Social Security? Here’s what to expect.
06/30/2025

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Assets minus liabilities = net worth. When was the last time you calculated yours?
06/23/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Wondering what to tell your financial pro? Check out this quick video for guidance!
06/16/2025

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
06/09/2025

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positiv...
06/05/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
06/02/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/26/2025

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Address

1302 Second Street PO Box 328
Richlands, VA
24641

Telephone

+12763454821

Website

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