Skip to content
HL Ormond & Company, LLC. logoHL Ormond & Company, LLC. logo
  • Home
  • About Us
    • About Us
    • Herb Ormond
    • Michelle Corey
    • Sharon Dew
    • About Raymond James
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Retirees
  • Services
    • Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Herb’s Thoughts
  • Form CRS
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • HL Ormond & Company, LLC.
    1001 Conference Dr Ste A Greenville, NC 27858-5969 T: 252.756.4010 F: 252.756.4090 TF: 877.343.3576
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Infographic
    • Video
The fragmented future of sports streaming
Live sports viewing has entered a new era of choice and complexity.
Family & Lifestyle
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Read
Structured investments for times of volatility
An innovative approach to your investment objectives.
Markets & Investing
August review: Markets advance despite familiar tensions
8/31/2026
The month of August reminded many investors that the markets rarely move in a straight line.
Markets & Investing
Private credit is a growing retirement income strategy
Direct lending gives options to more risk-tolerant income investors
Retirement & Longevity
Read
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Read
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
AI infrastructure spending puts free cash flow levels in focus
8/13/2026
AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus
Markets & Investing
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving

The future at your fingertips

HL Ormond & Company, LLC. logoHL Ormond & Company, LLC. logo
  • HL Ormond & Company, LLC.
  • 1001 Conference Dr Ste A Greenville, NC 27858-5969
  • T: 252.756.4010
  • F: 252.756.4090
  • TF: 877.343.3576
  • Map & Directions
  • Map & Directions

H. L. Ormond & Company, LLC ("HLO") is an SEC Registered Investment Advisor ("RIA"), located in the State of North Carolina. HLO provides investment advisory and related services for clients nationally. HLO will maintain all applicable registrations and licenses as required by the various states in which HLO conducts business, as applicable. HLO renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Privacy Policy | Form CRS

Important Disclosures