Cary Street Partners prevails in arbitration with Edelman Financial Services
The firm had sought over $3 million from former retirement plan division executive R.J. Reibel over claims he violated a non-solicitation clause in his contract. Edelman Financial Services’ dispute with one of its former executives has ended up with the …
Read More… from Cary Street Partners prevails in arbitration with Edelman Financial Services
Kara Valentine joins Luxon Financial, parent company of Cary Street Partners, as Chief Marketing Officer and Head of Business Development
RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent company of wealth manager Cary Street Partners LLC, announced today that Ms. Kara M. Valentine has joined the firm as Chief Marketing Officer and Head of Business …
Luxon Financial announces the election of Wendy Rogers to the Firm’s Board of Managers
Luxon Financial LLC, the parent company of Cary Street Partners LLC, is pleased to announce the election of Richmond resident Wendy Rogers to its Board. Ms. Rogers currently serves as Vice President, National Relationship Management of The Signatry, a global …
Equity Market Perspective: December 2018
Equity markets are exhibiting every indication of panic and fear. The above chart combines a series of seven longstanding sentiment indicators into a 0 to 100 score. The current score is the polar‐ opposite of where it was twelve months …
Christina Todd, CFP® Financial Advisor, Vice President at Cary Street Partners speaks out about giving back to ensure student success
When asked how Pamplin contributed to her professional success, Christina Todd (FIN ’09) did not hesitate. “At Pamplin I learned what I am passionate about, how to embrace change, that confidence that comes from within, what I liked — and …
Viewpoint: Steepening U.S. Yield Curve Provokes Sell-Off
Federal Reserve interest rate increases have been underway for the better part of two years. But those increases have not been fully reflected in the longer end of the maturity curve- that is until the past few weeks. The yield …
Read More… from Viewpoint: Steepening U.S. Yield Curve Provokes Sell-Off
Cary Street Partners Adds Financial Advisor to its Richmond Team
Richmond, Virginia – November 5, 2018 – Cary Street Partners is pleased to announce that Russell Rea Keller, Jr. has joined its Richmond wealth management team. Mr. Keller brings his 29 years of broad- based experience in the banking and …
Read More… from Cary Street Partners Adds Financial Advisor to its Richmond Team
Cary Street Partners Ranked Top Three Richmond Area Wealth and Asset Management Companies by BizSense
The List ranks companies each year in 24 of Richmond’s most dynamic industries. The List is an essential sales tool and includes all the companies in a given industry plus intel about each firm’s leadership and mission. See the list …
Viewpoint: International vs. Domestic
“It was the best of times, it was the worst of times…”, With apologies to Charles Dickens this phrase encapsulates capital market returns so far in 2018. The best of times are being experienced by U.S. equity markets (led by …
CSP Q2 Commentary and Performance – June 2018
Performance Recap: Equity performance remains ahead of our benchmarks year-to-date despite giving up some performance in the second quarter. Year to date, the Luxon Global All Equity Portfolio gross return is +0.98% while the MSCI All Country World Index remains …
Read More… from CSP Q2 Commentary and Performance – June 2018