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What Happens When You Only Play Offense in Your Wealth Management Plan
One of the biggest mistakes people make with their wealth building is…
Refinancing Your Old Mortgage – Rates Down in 2019
The Federal Reserve is doing homeowners a big favor, keeping interest rates…
Bull Market Still Going Strong-ish
July was a positive month for the S&P 500, rising 1.3% while…
Mortgage Rates Lower in 2019
Refinancing might make sense, but make sure you have a plan The…
Crossing the Borders of Trade Negotiations
Global stock markets jumped last week, with the S&P 500 Index rising…
Financial Edge Quarter 2 – Designed for Dentists
Our Summer edition of Financial Edge 2019 is now available. This quarter…
The Choppy Seas of Trade Policy
U.S. equity markets fell more than 2% last week, one of the…
Q1 Resilience
As stock markets go, the first quarter of 2019 was a win…
Home Price Gains Fall Back to Earth
Home values affect much in the economy – especially the housing and…
New Year, New Perspectives
Stocks closed mixed on Friday, but mostly recovered from early losses. The…
Financial Edge – Designed for Dentists
Our winter edition of Financial Edge 2019 is now available. The latest…
Equities in 2019
2019 Interest rates and inflation shouldn’t represent a serious roadblock to equities….
Look who we found on Good Morning America!
Tom Dean, owner of Coastal Carolina Cutting Boards located in Holly Ridge,…
Dentists Financial Edge Newsletter – Fall 2018
Check out our latest Dentists Financial Edge newsletter for 2018. This newsletter…
A CONTINUED OPTIMISM ON EQUITIES
U.S. stocks ended the week slightly lower after reaching new all-time highs…
Twitter Putting Users in Time-Out
Earlier this year, Twitter started putting some of its users in “time-out”…
Bear Market Signals Not Evident
Stocks prices continued moving higher last week as if to say a…
Tax Cuts and Jobs Act Has Changed 529s
The Tax Cuts and Jobs Act, characterized as the first major reform…
July Showing Strong, So Far!
Last week brought modest gains for stocks and volume was underwhelming. The…
Independence Day
On July 4, 1776, the Second Continental Congress formally adopted the United…
The Bull Market is Still Persistent
Stocks spent much of Friday in recovery mode following weakness on global…
3 Ways That May Help Married Couples Boost Their Lifetime Benefits
See below 3 ways that may help married couples boost their lifetime…
Buying Locally and Giving Locally
Maybe your charitable donations should stay in your zip code? For many…
Economic expansion may be reaching its end
Every week brings new developments that grab the attention of investors. Political…
