Bond Purchases: When Bad News is Good News
Nov 22, 2021
Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Personal Finance
Market Update: Many Reasons to be Thankful
Nov 19, 2021
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful. (more…)
Biden Signs Infrastructure Bill
Nov 17, 2021
At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1 (more…)
Tags: Current Events
FANNG is now MAMMA
Nov 15, 2021
CNBC’s Mad Money host Jim Cramer created the popular FAANG acronym to denote some of the largest, most powerful companies in the world: Facebook, Amazon, Apple, Netflix, and Google. Recently, changes in those companies are reflected in Cramer’s new acronym: MAMAA, which stands for Microsoft (replacing Netflix in this grouping), Alphabet, Meta, Amazon, and Apple.1 (more…)
The Chapters of Retirement
Nov 10, 2021
The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. (more…)
Tags: retirement
Unrealized Capital Gains and Losses
Nov 8, 2021
For many investors, it can be tempting to think of one’s portfolio in terms of “capital gains” or “capital losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage. As always, the following information is not intended as tax or legal advice. Any financial decision should be undertaken in consultation with your financial advisor and is not intended as tax or legal advice. Ready to learn more? Read on. (more…)
Tags: Financial Planner Charlotte NC, Investments
Roth IRA Conversions
Nov 3, 2021
If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA can make a lot of sense depending on your situation. But remember, consulting with your financial advisor before making financial decisions is never a bad idea. Ready to learn more? Read on. (more…)
Tags: financial advisor charlotte nc, Retirement Planning
Wise Decisions with Retirement in Mind
Nov 1, 2021
In retirement, some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Personal Finance, retirement, Retirement Planning
Estate Taxes May Be Amended Soon
Oct 29, 2021
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Investment Planning, Investments, Personal Finance, Tax Planning, tax season guide, taxes
Appetite for Risk
Oct 28, 2021
Risk and Return: A Closer Look
Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing one’s money is not foolproof; that there are risks involved, and that a return is speculative — the very idea is enough to burrow one’s savings into a secure bank account that earns a predictable interest rate (never mind that the figure is minuscule by any metric).
Tags: Certified Financial Planner Charlotte NC, financial advisor charlotte nc, Financial Help, Investing, Investment Portfolio, Retirement Planning
More Insights
Jun 9, 2025
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property … Continue reading “Estate Planning – Protecting Your Assets”
Jun 6, 2025
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your … Continue reading “Estimating Your Retirement Income Needs”
Jun 4, 2025
As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:
Apr 4, 2025
April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken.
Apr 2, 2025
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
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