News – You Need To Know…

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08/30/2024

You Don’t Have a Credit Card?

People often think credit cards are bad because of high interest debts…

New Law from SECURE ACT 2.0 Tax Free 529 Rollovers to Roth IRAs
08/23/2024

529 College Savings Plans and Updates from Secure Act 2.0

529 plans have long been a hot topic for college education. Most…

Market update
08/16/2024

Market Minute – August 16, 2024

Some of my fondest memories as a child are playing cards with…

Market update
08/09/2024

Market Minute – August 9, 2024

Are you familiar with the Butterfly Effect? It rests on the notion…

Market update
08/02/2024

Market Minute August 2, 2024

Growing up in Charlotte, North Carolina I spent many summer days at…

its unclear whether this scene intentionally parodied the last supper

The Olympics and The Last Supper: Why Comparing the Two is Misguided

From my earliest years, watching the Olympics was high on my list….

Market update
07/26/2024

Market Minute – July 26, 2024

Earnings season has started and initial results are confirming a slowdown in…

Market update
08/27/2024

Market Minute July 19,2024

Trading this week has been extremely volatile as investors are digesting the…

Market update
07/12/2024

Market Minute – July 12,2024

After 3 consecutive days of record-breaking closes for the S&P 500 and…

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