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
Summer Jobs in Teenage Wage-Land
Aug 2, 2021
Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become accustomed to may be changing. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Family Wealth, financial advisor charlotte nc, Personal Finance
A Roaring Start to Earnings Season
Jul 28, 2021
Corporate earnings season has begun, and the results are turning heads on Wall Street.
Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1 (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc
Eldercare Choices in the COVID-19 Era
Jul 26, 2021
Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution.
In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost over $100,000 a year.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Long-Term Care Planning, Medicare, retirement, Risk Management
A 6.1% Bump in Social Security?
Jul 22, 2021
The news keeps getting better for Social Security recipients.
It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2 (more…)
Tags: Current Events, financial advisor charlotte nc, Retirement Planning, Retirement Tax Savings
Billionaires and Space Travel
Jul 19, 2021
It’s long been an aspirational target for entrepreneurs. It literally goes beyond “blue sky,” in terms of location, to a place no business has gone before: Outer Space! The name of the game is commercial space travel. (more…)
Tags: Current Events
The Quiet Fall in Bond Yields
Jul 16, 2021
With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months as bond yields have fallen.
The yield on the 10-year treasury closed at 1.37% on Friday, July 9, down from its 2021 high of 1.74% in late March.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Investment Planning, Personal Finance
Epic Impact – Summer 2021
Jul 15, 2021
Epic Insights – Summer 2021
Jul 15, 2021
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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