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How the Presidential Election Will Affect Your Money
The phrase “It’s the economy, stupid,” coined by James Carville during Bill…
Market Update – October 11, 2024
Major Index Performances (as of Thursday Close): For the second week in…
The Role of Personalized Financial Planning in Today’s Economic Climate
In today’s uncertain economic environment, financial stability is a top priority for…
Money and Happiness
Money can’t buy happiness is a classic adage, but it’s more nuanced…
Market Update – October 4, 2024
The stock market has been rocky this week as investors digested escalating…
6 Habits of Successful Investors
As I do most mornings, I spend a little time reading and…
Market Minute – September 27, 2024
The stock market continued its record-setting rally this week fueled by a…
Risk Management Mastery: Working Hand-in-Hand with Your Wealth Advisor
In today’s complex financial landscape, effective risk management is more crucial than…
Market Minute – September 20,2024
On Wednesday the Federal Open Market Committee, (FOMC) cut the Federal Funds…
The Exotic Animal Craze
As a child, I was a huge fan of Curious George, which…
Market Update – September 13, 2024
The U.S. stock market experienced a volatile but overall positive week as…
Our Flag Still Stands
Forgive me, for I have a grievance to share with my clients,…
America’s Growing Debt: A Path to Financial Instability
The federal government of the United States is well-known for its habit…
Market Insights September 6, 2024
Data released this week confirmed the labor force in the United States…
You Don’t Have a Credit Card?
People often think credit cards are bad because of high interest debts…
Market Minute – August 30,2024
One of my biggest pet peeves is ordering a Latte from Starbucks….
529 College Savings Plans and Updates from Secure Act 2.0
529 plans have long been a hot topic for college education. Most…
Market Minute August 23, 2024
The market is relatively flat for the week, with few stocks showing…
The Value of an Olympic Medal
The 2024 Olympic games are in the books, and the 2028 Los…
Market Minute – August 16, 2024
Some of my fondest memories as a child are playing cards with…
The Art of Wealth Management
I am neither an economic savant, nor do I hold a Nobel…
Market Minute – August 9, 2024
Are you familiar with the Butterfly Effect? It rests on the notion…
The Rise of Remote Work: Adapting Employee Retirement Benefits for the Modern Era
The rise of remote work has significantly altered the landscape of employment…
Market Minute August 2, 2024
Growing up in Charlotte, North Carolina I spent many summer days at…
