Broker Check

VLP In The News

Northern Virginia Magazine: Top Financial Professionals

  • Bruce D. Vaughn:  2011 – 2017
  • Daniel P. Lash:  2011 – 2017
  • Rose M. Price: 2015 – 2017

Washingtonian Magazine: Top Financial Advisors

  • Bruce D. Vaughn:  2013 – 2017
  • Daniel P. Lash:  2012 – 2017
  • Rose M. Price: 2015, 2017

Financial Advisor Magazine

Dan Lash was quoted in article titled "What To Do With So Much Optimism?" providing insight on how people are saving with a comparison of the past and present generations. Link  

Investment News Magazine

Rose Price made the "Top 40 Under 40" she is one of Investment News' 40 top advisers and associated professionals in the financial planning industry under age 40 in 2015. Link

Forbes Online - February, 2018

In an article titled "Americans Still Missing The Boat On Retirement Savings" Dan and Sarah are quoted on why they think people are not saving enough for retirement. Link

Financial Advisor Magazine February, 2018

In an article titled "What to Say When Clients Get Nervous About Market Swings" Rose is quoted on her approach to handling nervous investors. Link

Barron's January, 2018

In an article titled "Time to De-FAANG Your Portfolio?" Chris Mellone is quoted about how in order to have a diversified stock portfolio, investment in the FAANG five stocks (Facebook (ticker: FB), Apple (AAPL), (AMZN), Netflix (NFLX), and Google’s parent, Alphabet (GOOGL) should be accompanied by stocks in other areas of the market. Link

CNBC - January, 2018

In an article titled "What You Need to Do if You Want to Put Off Retirement Like Warren Buffett"  Dan Lash is quoted about strategically allocating retirement assets. Link

Investment News – August, 2017

In a list titled "10 Bold Predictions about the Financial Advice Industry's Future" Rose Price is quoted about the role of technology moving forward in the financial services industry. Link

CNBC - August, 2017

In an article titled "More than Half of Prospective College Students Worry they'll Never Graduate"  Dan Lash is quoted recommending college students consider attending a community college before attending a four-year institution. Link

Investment News – July 6, 2017

In this article, Rose Price is quoted about the potential for moving into the financial services industry. Link

CNBC - July 13, 2016

In an article titled "Main Street America Remains Upbeat, As Wealthy Hoard Cash" Dan Lash is quoted about encouraging long-term, goal focused investing and weathering market volatility. Link

Financial Advisor IQ - March 24, 2016

In an article in Financial Advisor IQ, a newsletter for financial advisors, Dan Lash is quoted about selling a financial planning business and how the seller should prepare to sell. Link

The Fiscal Times - March 15, 2016

In an article titled "How to Simplify Your Retirement Accounts - and Make More Money" , Dan Lash discusses how to appropriately allocate your retirement accounts to simplify the re-balancing of investments. Link.

Investment News – August 25, 2015

In this article, Dan Lash is quoted about the recent volatility of global markets. Link

Financial Advisor IQ- August 17, 2015

In the web article, "New Tech Offers Instant Access to Media Contacts", Dan Lash is quoted talking about using media in the industry. Link

USA Today- August 6, 2015

In the web article, " Protect you rnest egg: Rebalance your 401(k) to avoid risk",  Dan Lash is quoted talking about rebalance in 401(k) records. Link - March 27, 2015

In the web article titled " What you Need to Know About Matching Programs," Dan Lash is quoted talking about when its the right time to match contributions between client and adviser. Link

CNBC - May 4, 2015

In the web article titled " Savvy advisory firms have an effective PR plan," Dan Lash is quoted talking about the firms decision to hire a marketing professional. Link

CNBC - February 9, 2015

In a web article titled "Worried about Market Risk?" Dan is quoted talking about market volatility and his recommendations to responding to it. Link

CNBC - January 7, 2015

In a web article titled “Hiring an Advisor? Ask these 6 Important Questions First” Dan Lash is quoted about what clients should look for in a financial advisor. Link

Financial Advisor IQ - January 21, 2015

In a web article titled "To Coddle Your Clients, Coddle Your Team" Dan Lash discuses the importance of having a good support staff. Link

Insurance News Net - January 8, 2015 

In an article titled “Predicting Interest Rates: Who Got It Right?” Dan Lash is quoted on his recommendations for low risk pension plan investments. Link

Wealth - December 31, 2015

In the web article titled " CFP Eases Experience and Capstone Requirements for Certification," Dan Lash is quoted talking about the recent changes to the boards standards and why people should not worry. Link

Wealth - November 20, 2014

In an article titled "Industry Divided on How to Manage Retirement Plans" Dan Lash is quoted on his approach to creating and monitoring client retirement plans. Link 

CNBC – September 29, 2014

In an article titled, “401(k) Cash: To Roll or Not to Roll?” Dan Lash is quoted on the various options available to investors when deciding what to do with previous employer 401(K) accounts. Link

Investing Daily- September 10, 2014

In a article titled, "Shock Therapy- How to Recover From Financial Traumas" Dan Lash is quoted on how he helped his clients deal with the aftermath of the 2008 stock market crash. Link

The ReShawan Leaven Show (Realtorleaven) – August 20, 2014

During this online broadcast, Rose Price discusses the value of estate planning when creating and implementing a sound financial plan. Link

Financial Advisor IQ – February 13, 2014

In this article titled, “Your Clients Are Too Rich for Medicaid? Think Again,” Bruce Vaughn goes over the importance of understanding how the look-back period, for transferring assets, can affect the benefits you receive from Medicaid in retirement. Link 

Advisors 4 Advisors, Inc. – September 4, 2012

Dan Lash was quoted in an article titled, “Advisors Have Many Practice Management Needs; Definite Need for Outside Qualified Consultants,” he explains the benefits of utilizing external marketing resources to leverage time and efficiency within a firm. Link

Fund Factor Blog – October 17, 2011

During this blog discussion, “Does Regional Marketing Have a Place in the Mix?” Dan goes over the benefits of being involved in local and national advisor associations, and also discusses how local opportunities can emerge through networking with other advisors and RIA’s. Link 

Washington Post – October 15, 2009

In this article titled, “Many Small Investors Have Sat Out Rally,” Dan Lash explains how individual investors have only recently shifted towards a more aggressive outlook. Link

**Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.