08/30/2024 Economy You Don’t Have a Credit Card? People often think credit cards are bad because of high interest debts… Learn More
08/23/2024 Financial Planning 529 College Savings Plans and Updates from Secure Act 2.0 529 plans have long been a hot topic for college education. Most… Learn More
08/16/2024 Market Insights Market Minute – August 16, 2024 Some of my fondest memories as a child are playing cards with… Learn More
08/09/2024 Market Insights Market Minute – August 9, 2024 Are you familiar with the Butterfly Effect? It rests on the notion… Learn More
08/02/2024 Market Insights Market Minute August 2, 2024 Growing up in Charlotte, North Carolina I spent many summer days at… Learn More
08/01/2024 News - You Need To Know... The Olympics and The Last Supper: Why Comparing the Two is Misguided From my earliest years, watching the Olympics was high on my list…. Learn More
07/26/2024 Market Insights Market Minute – July 26, 2024 Earnings season has started and initial results are confirming a slowdown in… Learn More
08/27/2024 Market Insights Market Minute July 19,2024 Trading this week has been extremely volatile as investors are digesting the… Learn More
07/12/2024 Market Insights Market Minute – July 12,2024 After 3 consecutive days of record-breaking closes for the S&P 500 and… Learn More
07/05/2024 News - You Need To Know... Do What is Right Most of you likely watched the Presidential Debate on June 27th. If… Learn More