Financial Planning – Investing

Housing Market3
05/15/2025

The Housing Market Through the Eyes of the Younger Generation

Household income over the last several years has not kept pace with…

market+update
05/08/2025

Market Wrap-Up, May 8, 2025

Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve…

Follow the Herd
Market Update
05/01/2025

Market Wrap-Up: May 1, 2025

Is Recession Around the Corner? Year-to-Date Returns (as of April 30th ,…

Market Update
04/24/2025

Market Wrap-Up: April 24, 2025

Another Week, Another Tariff Change Year-to-Date Returns (as of April 23rd, 10:40…

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Market Update
04/17/2025

Market Wrap-Up: April 17, 2025

Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30…

Housing Market2
04/17/2025

Wilmington Housing Market

Last weekend, my wife and I visited Raleigh to see our oldest…

Caddie
04/10/2025

Caddies Making the Cut

Isn’t irony interesting? One of the most beautiful times of year is…

Success Stories: How Independent Financial Consultants Have Transformed Clients' Financial Futures
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,…

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