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Market update
Jul 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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The Importance of Including Family in Financial Planning

Introduction Financial planning is an essential aspect of securing a stable and…

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Jul 5, 2024

Market Minute July 5, 2024

For the shortened trading week of July 4th, the S&P 500 index…

Jun 28, 2024

Preparing for Potential Tax Increases

With presidential elections just around the corner and the associated uncertainties, it…

Market update
Jun 21, 2024

Market Update – June 21, 2024

Year-to-date the S&P 500 index has gained nearly 15%, hitting an all-time…

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Jun 21, 2024

Inheritances Can Include Debt

When we die, what happens to our debt? Unfortunately, the debt we…

Market update
Jun 14, 2024

Market Update – June 14,2024

As of Thursday, the S&P has surged 1.82% for the week, reaching…

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Jun 14, 2024

Business Planning In Four Steps

Many of our clients are current or former business owners so this…

Market update
Jun 7, 2024

Market Update – June 7, 2024

Through Thursday the S&P is up 1.06% this week, hitting an all-time…

Market update
May 31, 2024

Market Update May 31, 2024

Could the Bear be awakening from hibernation? As I mentioned last week,…

Financial Wellness
May 31, 2024

The Vital Lifeline in Finance: The Value of a Second Opinion on Your Financial Wellness Plan

In a world where the complexity of personal finance is more pronounced…

Mid adult couple working on home finance
May 24, 2024

The Importance of Measurement in Personal Financial Management

The principle “If you can’t measure it, you can’t manage it” applies…

Market update
May 24, 2024

Market Update – May 24,2024

It has been a wild week on Wall Street. Nvidia reported strong…

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Market update
May 10, 2024

Market Update

May 10,2024 The Dow Jones Industrial Average is on a remarkable 7-day…

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May 3, 2024

Wilmington Economics: Tourism

I am very fortunate to live in Wilmington, NC. We have beautiful…

Market update
May 3, 2024

The Fed Provides Some Clarification

The market closed strong on Tuesday in anticipation of The Federal Reserve’s…

Apr 26, 2024

Affordable Housing

Have you heard the groans of college grads and young professionals, overwhelmed…

Market update
Apr 26, 2024

Market Update April 26, 2024

It’s been a rollercoaster week for the market. At the close of…

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Expert Advice on Retirement Planning: Why You Should Consider Professional Assistance

Navigating the financial maze of retirement planning is no small feat. Yet,…


President Biden’s Fiscal Year 2025 Budget Proposal

In the latest budget proposal from the Biden administration, significant changes to…

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