Over the next three decades, younger generations will inherit over $30 trillion. During this same period, thousands of prosperous small and medium businesses will also change hands. This massive transfer of wealth may cause some significant problems for those on the receiving end. You already know how critical money management…
Unused vacation days can be costly. Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year. In survey after…
Global stock markets jumped last week, with the S&P 500 Index rising 4.5% for its biggest gain since late November 2018. Short positions were covered due to technicals that suggested stocks were oversold. This fueled some of the recent recovery, but much of the boost, in our opinion, came after…
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…
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…
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…
Home Prices Healthy The S&P/Case-Shiller National Home Price Index for October 2017 showed home prices moving higher by an impressive 6.2% year-over-year. That’s the highest rate of growth since June 2014. Price hikes should moderate and settle in the 5.0%-5.5% growth range. This forecast is based on several leading industry…
IPO market activity picked up in the fourth quarter. Overall in 4Q17, 68 companies (including blank check and closed-end funds) went public, double the amount in the same quarter a year earlier. In the background, corporate earnings grew for the fifth quarter in a row and appear poised to expand…
Celebrity Chef Giada DiLaurentiis visited Wilmington in late January 2017 to share her signature culinary style and support the Girls Leadership Academy of Wilmington. Three events were scheduled: a dinner for no more than fifteen couples in a private home, and public breakfast and lunch events which were held at…
