Charitable Giving
Dec 4, 2023
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.Tags: Certified Financial Planner Charlotte NC, Estate Planning, financial advisor charlotte nc, Wealth Building
Is the Santa Claus Rally Still Coming to Town?
Dec 1, 2023
November lived up to its reputation as a strong month for stock market seasonality with the November “Turkey Rally” delivering outsized returns for stocks. Now as we look ahead to December, investors are asking the question: Is the Santa Claus Rally still coming to town? (more…)
Tags: Current Events
2024 Annual Limits for Financial Planning
Nov 30, 2023
Tags: 2024 Annual Limits, 2024 Financial Planning, 2024 Tax Brackets, 2024 Tax Schedules, 2024 Tax Tables
Is Gold a Good Investment?
Nov 29, 2023
Key Takeaways:
- Gold is starting to shine again after confirming support off its rising 200-day moving average last week. A meaningful pullback in interest rates and the dollar underpinned the recovery in the yellow metal.
- Momentum indicators point to a bullish trend change, while speculator long positions in gold continue to outpace shorts.
- Central bank demand for gold is building, evidenced by record buying during the first nine months of the year.
- Seasonal tailwinds return next month as gold enters its best two-month seasonal period.
- However, resistance near $2,070 has been problematic for gold over the last several years, so while a retest of this level may be in the cards, a confirmed breakout will be required to keep gold’s upside momentum moving forward.
Tags: Current Events
Business Owner Recordkeeping
Nov 27, 2023
Keeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you analyze where your business is and where it’s going. They point out potential trouble spots and serve as a guide to where you want your business to be.
Tags: financial advisor, financial advisor charlotte nc, Financial Planner Charlotte NC, Financial Planning, tax season guide
Five Things We’re Thankful For: Fixed Income Edition
Nov 22, 2023
There’s no doubt the last few years have been challenging for fixed income investors. And while 2023 was supposed to be the year for bonds, fixed income returns for most core bond categories have only recently turned positive for the year. That said, despite the recent challenges, we think there are several reasons to be thankful (optimistic) about the current set-up within fixed income. As such, below are five things we’re thankful for within the fixed income markets. (more…)
What Business Entity Should I Create?
Nov 17, 2023
Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s right for you. Basically, three separate categories of entities exist: partnerships, corporations, and limited liability companies. Each category has its own advantages, disadvantages, and special rules. It’s also possible to operate your business as a sole proprietorship without organizing as a separate business entity.High-Income Individuals Face New Medicare-Related Taxes
Nov 15, 2023
The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes target high-income individuals and families. Here are the basics:
Medicare Costs Are Increasing in 2024
Nov 13, 2023
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024.
Tags: financial advisor charlotte nc, Financial Planning, Health Care Needs, Health Care Savings
What are the Best Housing Options for Seniors?
Nov 10, 2023
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you’ll need to live in a nursing home or an assisted-living facility. Or, after considering your options, you may even decide to stay where you are. When the time comes to evaluate your housing situation, you’ll have numerous options available to you.Tags: Certified Financial Planner Charlotte NC, financial advisor, financial advisor charlotte nc
More Insights
Jul 9, 2025
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
Jul 7, 2025
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Jun 20, 2025
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
Jun 18, 2025
During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”
Jun 16, 2025
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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