Financial Advice for the Real World™
Within any industry, there exists academic types who tell us how things should work. Their solutions are based in theory, and seem simple and straight forward as a result. The financial services industry is unfortunately no exception. In fact, our industry increasingly values theory and generalization as a core offering to clients. And while the simplicity proves profitable toward maximizing the number of clients served - while minimizing the time it takes to do so – it has also led our industry to being trusted less and less with each passing day.
At Round Hill Wealth Management, we take financial theory and adapt it to the Real World. We remain acutely aware of the past – yet focus on the present and what it may mean for the future. We acknowledge the psychology of investing unique to each individual client – and never ignore it in favor of our own opinions. Our resources are dedicated to creating an exceptional experience for all clients – rather than maximizing the number we serve. And while we relish the friendships we have made with clients, we always understand that we are hired first and foremost as a trusted financial advisor.
Less theory, more reality – that’s Financial Advice for the Real World™. It’s not a slogan – it is our mission.
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Inflation & Your Money
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You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Understanding the value of a home warranty.
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
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