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05/08/2025
Market Wrap-Up, May 8, 2025
Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve…
05/01/2025
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…
05/01/2025
Market Wrap-Up: May 1, 2025
Is Recession Around the Corner? Year-to-Date Returns (as of April 30th ,…
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,…
