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Our Summer edition of Financial Edge 2019 is now available. This quarter we discuss the price you pay for ignoring fee adjustments, one of the great benefits of retirement plans for your employees, and a short version of our podcast that’s sure to peak your interest and encourage you to…

U.S. equity markets fell more than 2% last week, one of the worst weekly performances in 2019. The breakdown in U.S./China trade negotiations, combined with President Trump’s announcement of new tariffs, ignited the mild sell-off. However, stocks plunged again on Monday morning amid continuing trade war concerns. China has retaliated…

As stock markets go, the first quarter of 2019 was a win all around. The S&P 500 experienced its best quarter overall since the third quarter of 2009, when the recovery out of the great recession was just getting underway. The index also had its best first quarter since 1998,…

Home values affect much in the economy – especially the housing and consumer sectors. Periods of rising home values encourage new construction while periods of soft home prices can damp housing starts. Changes in home values play key roles in consumer spending and in consumer financial health. During the first…

Stocks closed mixed on Friday, but mostly recovered from early losses. The muted performance is attributable to fourth-quarter earnings, negotiations over a China trade deal and the insipid debt ceiling issues. The 10-year Treasury yield closed Friday at 2.63%, down from 2.69% the prior week. Last week’s economic reports, which…

Our winter edition of Financial Edge 2019 is now available.  The latest on Walgreens/Aspen Dental, Practice Growth via Social Media and your new favorite recipe, Shrimp and Grits. Don’t forget to send us a photo of your creation to be featured on our website. Please share your feedback and requests…

2019 Interest rates and inflation shouldn’t represent a serious roadblock to equities. Economic and corporate earnings fundamentals have remained relatively positive over the past few months amid increasing volatility; many stocks have entered correction territory. Investor concerns have grown as a number of issues remain unclear; trade talks, oil price…

Tom Dean, owner of Coastal Carolina Cutting Boards located in Holly Ridge, is rising to fame with his signature cutting boards made from various different woods. Celebrity chefs Emeril Lagasse, Giada De Laurentiis and most recently, Guy Fieri were presented with their very own custom-designed cutting boards when visiting Wilmington…

Check out our latest Dentists Financial Edge newsletter for 2018. This newsletter includes updates you’ll want to know about the Tax Reform, some insight on how to better your success rate in setting appointments, and maybe even your new favorite weekend recipe. Don’t forget to send us a photo of…

U.S. stocks ended the week slightly lower after reaching new all-time highs last week, with the S&P 500 Index dropping 0.5%. Materials, financials and consumer staples were among the biggest detractors, while telecom, health care and technology moved higher. U.S. Treasury prices and the dollar also advanced and oil prices…