About the Author

William “Tad” Law, CFA, CFP®

Director of Investment Planning

Tad is responsible for optimizing the client, prospect, and relationship team experience around comprehensive wealth planning, which includes portfolio analysis, risk management, and goals-based investing.

He has more than 20 years of investment experience, which includes managing portfolios for individuals and family relationships. Prior to his current role, Tad was director of Investment Oversight, helping to ensure that client portfolios are aligned with their investment policies and the firm’s best thinking.

Tad holds a bachelor’s degree from Washington & Lee University and is CFA® charterholder and Certified Financial Planner™ professional. He is a member of the CFA Institute and the CFA Society Baltimore.


By the Author

3 Portfolio Risks That Could Be Hazardous to Your Wealth

William “Tad” Law, CFA, CFP® |
Investment Management
Portfolio Risk NC.jpg

In this article, we:Delineate three common portfolio risks.Explore how the risks of losing, outlasting, or diluting the purchasing power of your money could threaten portfolio values, asset sustainability, and the ability to fund goals and meet expenses.Describe analytical software with sophisticated capabilities that is designed to manage and mitigate these risks.

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