Distracted Americans During Covid
Aug 30, 2021
Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. (more…)
Tags: Current Events, Personal Finance
The Federal Reserve Can’t Keep a Secret
Aug 27, 2021
If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.
In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. (more…)
Tags: financial advisor charlotte nc, Investing, Investment Portfolio, Personal Finance
Mixed Signals on Inflation
Aug 25, 2021
Are you having a tough time keeping track of mixed inflation signals? You’re not alone.
Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price changes at the consumer level, rose at the highest rate since tracking began.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Income Planning, Investing
Will Air Travel Problems Persist?
Aug 23, 2021
The airline industry plotted a course for recovery in 2021, but recent difficulties may have put that plan into a holding pattern. Air travel in 2021 is far from that path of recovery anybody was hoping for. (more…)
Tags: Current Events
Fixed Index Annuities
Aug 18, 2021
What is a fixed index annuity? Don’t let the investment jargon put you off, Fixed Index Annuities are simpler than they sound. A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. However, unlike fixed deferred interest rate annuities, a Fixed Index Annuity’s annual growth is tied to a market index like the Standard & Poor’s 500 rather than an interest rate. (more…)
Tags: Retirement Planning
A Wall of Worry
Aug 13, 2021
Have you ever heard the Wall Street expression, “markets climb a wall of worry?”
It’s the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry shifts from one news event to the next as traders attempt to build a case whether it’s time to go “risk-off” with a portfolio strategy.1 (more…)
Direct Indexing
Aug 11, 2021
“Indexing” is a familiar phrase in investment jargon, and a familiar concept. Money managers structure certain investment vehicles to contain all of the stocks within a particular Wall Street index, such as the Standard & Poor’s 500 stock index. This equity exposure may fit the investment strategy for some investors depending on their risk tolerance, time horizon and goals. (more…)
Tags: financial advisor charlotte nc, Investing, Investment Planning, Investment Portfolio, Investments, Personal Finance
Expanded Child Tax Credit
Aug 9, 2021
The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 (more…)
Tags: Current Events, Personal Finance, tax guide, Tax Planning, taxes
The Cost of a Gold Medal
Aug 6, 2021
The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads many to wonder: what exactly goes into a gold medal, and how much are they worth? (more…)
Tags: charlotte NC, Current Events
Chinese Markets Under Pressure
Aug 4, 2021
With overseas investments, we remind people that, “international markets carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risk, foreign taxes and regulations.” The Chinese markets are no exception to that. (more…)
Tags: Current Events, financial advisor charlotte nc, Investment Portfolio
More Insights
Apr 24, 2024
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and sequence of return risk.
Apr 22, 2024
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.
Apr 19, 2024
Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, it is a risk management option entering more people’s lives.
Apr 17, 2024
Following Iran’s missile and drone strikes on Israel over the weekend and the apparent escalation likely in any Israeli response, stocks fell sharply during Monday’s trading session. We examine the latest developments in the Middle East conflict, how stocks have reacted historically to geopolitical events, and the possible impact on markets moving forward.
Apr 15, 2024
Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds have matured. If your bonds have matured, that means they are no longer earning … Continue reading “How US Savings Bonds Work”
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