Year: 2013

Watching the Griswold’s in “Christmas Vacation” last week reminded me it’s that time of year again to take a closer look at some often overlooked year-end planning strategies for families and businesses. There were a number of tax law changes in 2013 that have added increased complexity to an already…

The Elves have been busy in Wilmington preparing for an “Old Fashioned Mix & Mingle” for our family of Clients. On Friday, December 13, 2013, at our Wilmington NC office, we will host a Christmas Drop In from 4:30 to 7:30. Stop by and enjoy some of your old favorite…

November is here again. My six year old son has now started asking the same recurring question: “Mom, when am I getting my ‘Benjamin’?” His birthday is in November, and the ‘Benjamin’ is you guessed it, a $100 bill. Yes, my son is looking for his cold hard cash. He…

The acceleration in equities into year-end continues and economic news remains mixed. The S&P 500 is dancing around 1,800, our year-end target. The Dow Jones Industrial Average has reached 16,000 [again] and beyond with a confirmed breakout. The big question now is when the economic recovery will be strong enough…

With the Holiday’s soon approaching, we look forward to a special evening with our Clients as we celebrate Christmas and the end of another year. Be sure to Save the Date; December 20, 2013 in Hickory. In response to so many positive comments from last year’s event, we have planned…

US equities finished modestly higher last week as earnings sea-son for third quarter began to wind down. It may be premature to declare victory in 2013 but short of a catastrophe, stocks are on track for another strong finish. For those who have been out of the market, you may…

According to Webster’s dictionary, Insurance is defined as coverage by a contract, whereby one party under-takes to indemnify or guarantee another against loss by a specified contingency or peril. To me, it is important that Americans understand the outright definition of what it is that they are dealing with now…