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
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Economy
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Commentary
    • Infographic
How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets & Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
View
Read
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Read
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Read
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
Estate & Giving
Read
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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 a 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