VLP Financial Advisors
We work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees. We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with
Headlines can drive market decisions so the challenge is staying grounded in a plan when emotions are running high.
In this clip, Rose Price, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, talk about how geopolitical events you see in the news can drive a lot of emotion and short-term market volatility.
From the role of diversification to how quickly markets refocus on earnings and fundamentals, they walk through how they think about these moments.
Watch the full episode here: https://youtu.be/SzvxP5nnkmw
Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market and the securities mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Christopher Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.
401k vs Non-Retirement Accounts - Which is better?
Not all accounts are created equal, especially when it comes to accessing your money.
In this clip, Rose Price, CFP®, AIF® and Christopher Mellone, CFA, CFP®, AIF® break down the key difference between retirement accounts and non-retirement accounts. While 401(k)s offer tax advantages, they also come with restrictions, penalties, and rules around when and how you can access your funds.
On the other hand, non-retirement accounts offer more flexibility, which give you the ability to access money when you need it, often with different tax treatment.
Watch the full episode on Maximizing Your Retirement Savings: https://youtu.be/5w0ME8CoC2M
Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.
Schedule a complimentary consultation: https://www.vlpfa.com/contact-us
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Distributions from traditional IRA’s and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market with the markets mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203; Vienna, VA 22182. 703-356-4360.
You turn on the news, see what’s going on in the world and it’s hard not to think, “Should I be doing something with my investments?”
In this clip, Rose Price, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, discuss how historically, during conflicts, markets tend to refocus on fundamentals pretty quickly.
Staying diversified, sticking to your strategy, and understanding that these events are part of the cycle can help you avoid reacting in the moment and may even help spot opportunities when they come up.
Watch the full episode here: https://youtu.be/SzvxP5nnkmw
Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market and the securities mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Christopher Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.
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| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |