Salomon & Ludwin

06/17/2026

Rather than reacting to headlines or trying to predict short-term market movements, Salomon & Ludwin's patented TriggerPoint™ investment strategy follows a systematic approach with predetermined buy and sell levels designed to help guide decisions during periods of market highs and market declines.

When markets rise significantly, we may strategically trim positions and raise cash. When markets experience meaningful declines, we may redeploy cash back into the market at predetermined levels.

It’s a disciplined process built around the belief that long-term investing should be thoughtful, consistent and proactive, not emotional.

Learn more: https://salomonludwin.com/our-approach/

06/15/2026

For many young people today, the prospect of buying a home can seem out of reach. High prices, elevated interest rates, and limited inventory all make the current housing market a challenging one. Fortunately, homeownership can still be an attainable goal. It may just take a bit more planning, flexibility, and creativity than it did in the past.

Here is a practical guide that can help you navigate the process.

For many young people today, the prospect of buying a home can seem out of reach.

06/11/2026

The middle of the year is a good time to make sure you are on track to meet your annual contribution goal. Employers will typically allow you to change your contribution levels at any time during the year.

Read, "Midyear Checkup: Can You Contribute More to Your Retirement Plan?", for guidance.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/10/2026

At Salomon & Ludwin, we respect:
• the years of hard work, sacrifice and discipline it took to build your wealth.
• the responsibility that comes with preserving it.
• the unique journey, priorities and goals that shape every client’s story.

Get to know us: https://ow.ly/4w7o50Z7ahr

06/08/2026

Too often, financial advice is centered around benchmarks, rankings and market comparisons. But your life is not a benchmark.

At Salomon & Ludwin, we focus on helping clients pursue meaningful goals and creating strategies designed around what matters most to them.

Because real financial planning isn’t about outperforming an index. It’s about helping people live the life they’ve worked hard to build.

Learn more at www.salomonludwin.com

06/05/2026

At Salomon & Ludwin, financial planning is about more than numbers on a spreadsheet. It’s about helping clients align their wealth with the life they want to live.

Through thoughtful cash flow planning, retirement income strategies and long-term forecasting, we help clients understand how generosity can remain part of their future with confidence and clarity.

Because for many families, legacy isn’t only about what you leave behind. It’s about the impact you continue to make along the way.

06/03/2026

We’re excited to welcome Sara Gochenour, Esq. as S&L's Chief Operating Officer!

The addition of Sara brings impressive expertise and leadership that will further strengthen our operations and support the long-term needs of our clients.

Sara brings more than 15 years of experience in the financial services industry. Most recently, she served as Chief Operating Officer of a Richmond-based multi-family office. Prior to that, Sara held leadership roles at Nasdaq. She began her career at Nasdaq Dorsey Wright, where she served as Chief Compliance Officer and Corporate Counsel.

FULL BIO HERE: https://ow.ly/uCBJ50Z6ppM

Welcome, Sara!

06/02/2026

When generative AI showed up, organizations updated their programs to accommodate the new technology. Now that AI agents are gaining traction, most will likely try to update yet again.

Learn more in this article from the Harvard Business Review, titled: "What Are Your Company's AI Nightmares?"

Before generative AI burst onto the scene in late 2022, companies took a more or less standard approach to managing the risks introduced by AI. But this standard model is broken.

06/01/2026

Trust is built by sharing.

Here’s our story.

https://salomonludwin.com/about/

05/29/2026

How do you like to spend time away from the office?

"There’s something about being on horseback that helps me reset, relax, and recharge.

It’s a chance to step away from the noise and simply be present in nature. The rhythm, the quiet, the connection with the horse creates a sense of calm that’s hard to find anywhere else."

Allison Gregory, J.D., CEPA®
Senior Advisor