Salomon & Ludwin

10/16/2026

At Salomon & Ludwin, we believe the people managing your wealth should be held to the highest standard in the industry.

That's why we're proud to have John Harper, CFA® serving as our Director of Investment Strategy. The Chartered Financial Analyst designation is one of the most rigorous credentials in finance, requiring thousands of hours of study, a demonstrated mastery of investment analysis, portfolio management, and ethical standards, and a commitment to ongoing education.

Learn more about John: https://salomonludwin.com/about/team/ -harper-bio



Disclosures: Professional designations and certifications are indicators of education and expertise, not guarantees of investment success or outcome.

10/14/2026

Trust is built by sharing.

Here's a little of our story.

Dalal Salomon and Dan Ludwin recognized that by combining their varied personalities and financial services knowledge that they could deliver even more informed, diversified advice to clients. Their mutual ethics, trust, respect and love of family are what sealed the deal!

Get to know us: https://salomonludwin.com/about/

10/12/2026

Today we recognize both Columbus Day and Indigenous Peoples Day.

We honor the spirit of exploration and the courage it takes to chart a new course. And we honor, with equal respect, the rich history, resilience, and enduring contributions of the Native American peoples who called this land home long before any voyage began.

Two observances. One shared reminder that history is complex, and that every story deserves to be told with honesty and care.

10/09/2026

My favorite part of the job?

"One of my favorite parts of my job is collaborating with a team to continuously improve both the business and client experience. I enjoy turning ideas into action and helping develop thoughtful solutions that make a team stronger to better serve the people who trust us."

Sara Gochenour, Esq.
Chief Operating Officer

10/07/2026

The fourth quarter is here, and for many investors, that means one thing: Required Minimum Distributions.

If you are 73 or older, the IRS requires that you withdraw a minimum amount from your retirement accounts each year, and the December 31 deadline comes faster than it seems. Taking your RMD strategically, not just on time, can make a meaningful difference in your tax picture.

Not sure where to start? That is exactly what our team is here for. Reach out and let's make sure your year-end plan is working as hard as you are.



Disclosures: https://salomonludwin.com/marketing-disclosures/

10/06/2026

Last week was the sixth consecutive week that mortgage rates have increased.

What does that mean for you?



Disclosures: https://salomonludwin.com/marketing-disclosures/

The benchmark 30-year fixed-rate mortgage rose to 7.28% from 7.03% last week, mortgage buyer Freddie Mac said Thursday, the biggest leap in several years. A year ago, the average rate was 6.34%.

10/05/2026

The best financial plan doesn't just grow your wealth. It creates confidence.

At Salomon & Ludwin, we build personalized investment strategies designed around you: your goals, your timeline, and the life you want to live.

That's what it means to be Personally Invested.

10/02/2026

My favorite part about working with clients?

"The uniqueness of each client. Of the hundreds of clients we work with, no two are the same. This creates an opportunity to learn what each client values and, through our relationship, build a plan to achieve their financial goals."

David Staples, CFP®, CPWA®
Senior Advisor, Partner

09/30/2026

At Salomon & Ludwin, our investment measurement is simple:

Does it match our client’s goals?

Can it improve the probability that those goals will be achieved?

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



Disclosures: https://salomonludwin.com/marketing-disclosures/

Our Approach - We openly discuss with our clients what they are buying,what it attempts to accomplish, and what it costs them.

09/28/2026

Check out this Wall Street Journal article on why there is so much tax guesswork in Retirement Planning and how you can replace some of that with informed decisions.

Disclosure: Salomon & Ludwin does not provide tax or legal advice. Please consult a qualified tax attorney or accountant regarding your specific tax situation.

Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them.