(910) 319-7834
Your Retirement Account Balance: How Checking Too Often Can Harm You Financially
Setting up and contributing to a retirement account is a critical first…
Housing Prices Continue to Cool
Housing prices continue to cool, but we look for the housing industry…
How to Encourage Your Employees to Save More for Retirement
Every year a new retirement study is released, and every year the…
So-Called Trade War Slows GDP Growth Rate
2Q GDP GROWTH RATE LOWERED TO 2.0% The Commerce Department lowered its…
Are you Training the Next Generation to Handle the Wealth you Leave Behind?
Over the next three decades, younger generations will inherit over $30 trillion….
What Employers Need to Know About Retirement Plan Fees
What do employers need to know about retirement plan fees? Employees are…
How to Attract Better Patients to Your Dental Practice
Attracting high-quality patients may not be as difficult as you think. Something…
If You Want Free Money, Max Out Your 401(k) Contributions
Everyone claims they want more money, but few of us are doing…
Unused Vacation Days Can Be Costly
Unused vacation days can be costly. Would you give up a share…
Are You A Good Boss
Are You a Good Boss? The most important element in building a…
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…
