05/15/2025 Economy The Housing Market Through the Eyes of the Younger Generation Household income over the last several years has not kept pace with… Learn More
05/08/2025 Economy Market Wrap-Up, May 8, 2025 Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve… Learn More
05/01/2025 Financial Planning - Investing The Sheep in All of Us: Why We Can’t Help Following the Crowd Have you ever bought something just because everyone else was raving about… Learn More
05/01/2025 Economy Market Wrap-Up: May 1, 2025 Is Recession Around the Corner? Year-to-Date Returns (as of April 30th ,… Learn More
04/24/2025 Economy Market Wrap-Up: April 24, 2025 Another Week, Another Tariff Change Year-to-Date Returns (as of April 23rd, 10:40… Learn More
04/24/2025 401(k) Retirement Plan Make the Most of Giving Part I Many of our clients value giving. Whether tithing to their church or… Learn More
04/17/2025 Economy Market Wrap-Up: April 17, 2025 Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30… Learn More
04/17/2025 Economy Wilmington Housing Market Last weekend, my wife and I visited Raleigh to see our oldest… Learn More
04/10/2025 Economy Caddies Making the Cut Isn’t irony interesting? One of the most beautiful times of year is… Learn More
04/03/2025 Economy Success Stories: How Independent Financial Consultants Have Transformed Clients’ Financial Futures Planning for a successful financial future can feel overwhelming. Between managing expenses,… Learn More