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04/24/2025
Market Wrap-Up: April 24, 2025
Another Week, Another Tariff Change Year-to-Date Returns (as of April 23rd, 10:40…
04/24/2025
Make the Most of Giving Part I
Many of our clients value giving. Whether tithing to their church or…
04/17/2025
Market Wrap-Up: April 17, 2025
Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30…
04/17/2025
Wilmington Housing Market
Last weekend, my wife and I visited Raleigh to see our oldest…
04/10/2025
Caddies Making the Cut
Isn’t irony interesting? One of the most beautiful times of year is…
04/03/2025
Success Stories: How Independent Financial Consultants Have Transformed Clients’ Financial Futures
Planning for a successful financial future can feel overwhelming. Between managing expenses,…
04/03/2025
April 3, 2025 – Quarterly Market Wrap-Up: as of March 31, 2025
The first quarter of 2025 is in the rear-view mirror. Without question,…
03/28/2025
Weekly Market Wrap – March 28, 2025
Major Index Performance (as of Thursday’s close): New Auto Tariffs:The 25% tariff…
03/21/2025
Weekly Market Wrap – March 21, 2025
Major Index Performance (as of Thursday’s Close):• S&P 500: Up 0.6%• Dow…
03/21/2025
The Value of a Financial Advisor
A few weeks ago, I read an interesting article titled, “The Value…
