(910) 319-7834
Market Minute July 5, 2024
For the shortened trading week of July 4th, the S&P 500 index…
Do What is Right
Most of you likely watched the Presidential Debate on June 27th. If…
Preparing for Potential Tax Increases
With presidential elections just around the corner and the associated uncertainties, it…
Inheritances Can Include Debt
When we die, what happens to our debt? Unfortunately, the debt we…
Market Update – June 21, 2024
Year-to-date the S&P 500 index has gained nearly 15%, hitting an all-time…
Market Update – June 14,2024
As of Thursday, the S&P has surged 1.82% for the week, reaching…
Business Planning In Four Steps
Many of our clients are current or former business owners so this…
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
Could the Bear be awakening from hibernation? As I mentioned last week,…
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…
Market Update – May 24,2024
It has been a wild week on Wall Street. Nvidia reported strong…
The Importance of Measurement in Personal Financial Management
The principle “If you can’t measure it, you can’t manage it” applies…
Social Security Planning
Recently in a meeting Phil and I were talking to someone, and…
Market Update
May 10,2024 The Dow Jones Industrial Average is on a remarkable 7-day…
Navigating the Promise And Peril of Backdoor Roth IRAs
In the ever-evolving landscape of retirement planning, savvy investors are always on…
Wilmington Economics: Tourism
I am very fortunate to live in Wilmington, NC. We have beautiful…
The Fed Provides Some Clarification
The market closed strong on Tuesday in anticipation of The Federal Reserve’s…
Affordable Housing
Have you heard the groans of college grads and young professionals, overwhelmed…
Market Update April 26, 2024
It’s been a rollercoaster week for the market. At the close of…
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…
Debunking the 50/30/20 Rule
One of my favorite quotes by Albert Einstein is, “Every problem should…
Beware of Scams During Tax Season
It’s tax season! Around this time every year, the Internal Revenue Service…
 Exploring Investment Opportunities for Disabled Family Members
Navigating the world of finance and investment can be challenging, and for…
