LMA News and Events

LMA in the News

 

Congratulations to Ron Lara,CFP,  Jack May, CFP and Curtis Congdon, CFP, CRPC on their inclusion in Northern Virginia Magazines “2017 Top Financial Professionals List. To compile this listing, the Northern Virginia Magazine sent surveys to area financial processionals asking them to nominate other experts to whom they would recommend friends or family who needed financial planning advice. Those on the list received the most nominations.


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LMA Named to 2015 Financial Times 300 Top Registered Investment Advisors
June 18, 2015

Lara, May & Associates, LLC (LMA) is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisors, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

“We are honored to be named to the list,” said LMA President, Ron Lara. “The Financial Times is regarded internationally as a top business news source and this inclusion means a lot to our firm.”

Read the Full News Release


 

 

Firm Updates

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The LMA Wealth Portal is an interactive wealth management tool. We continue to enhance our systems to better suit your needs. What does this means for you?

  • Interactive financial planning with your Advisor
  • Your own, personalized financial portal, which includes:
  • Personal website with 24 hour access to all of your financial information.
  • Account Consolidation- connect all your accounts for a consolidated view.
  • Education Center – a library of videos and resources to increase your financial knowledge.
  • Spend Tracking – know how much you are spending and where.
  • Budgeting Tools – set budgets to help you reach your savings goals.
  • Investments – interactive charts and detailed views provide you with increased visibility into your accounts.
  • Intraday Investment Updates

Ask your Advisor how to set up your LMA Wealth Portal or click here for the video presentation.

 

Upcoming Events

Fridays with Jack (FWJ)

Informative networking luncheons featuring guest speakers covering topics important to you! Hosted by our own Jack May, CFP®.  Now in its’s 16th year, Fridays with Jack are typically held once a month in either Tysons Corner or Falls Church, Virginia.

For information on the next session and to RSVP, contact Jack May at jmay@laramayllc.com or 703-761-3904.


The Community Foundation for Northern Virginia PROFESSIONAL ADVISOR SERIES presents:

“Pooled Income Funds: How Donors and Charities Profit”

Northern Virginia Chamber of Commerce
7900 Westpark Drive, Suite A550
McLean, VA 22102

Wednesday, February 15, 2017

8:00 am – Registration & Breakfast 

8:30-10:30 am – Program

How can donors greatly increase their after tax income from their IRA’s for both themselves and their heirs? How will 2017 be the best year for certain charitable strategies? Join E. Ronald Lara of
Lara, May & Associates for this special presentation and learn how the forgotten Pooled Income Fund can benefit the donor and the charitable organization.

RSVP to Tara Nadel at the Community Foundation for Northern Virginia with your questions.
tara.nadel@cfnova.org | (703) 879-7637