Earth Day: CharMeck Adopt-a-Stream
Apr 22, 2021
Earth Day volunteer effort: Decided to do our semi-annual Adopt-a-Stream stream clean today in recognition of Earth Day. We were thrilled to see less debris than prior efforts, but still so many plastic bottles, plastic grocery bags, and styrofoam. (more…)
Market Update: Sustainable Investing on Earth Day
Apr 22, 2021
Earth Day marks a chance to learn about the environmental challenges we face, and reflect on the ways we can become more involved and make personal choices to elicit positive environmental and social changes. Increasingly, more investors are adopting a sustainable investing approach in order to align their investment portfolio with companies seeking to make a positive impact. (more…)
Forces Driving the Housing Market
Apr 21, 2021
Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues securing a home. But why exactly is the housing market on fire? (more…)
The Whims of Wall Street
Apr 19, 2021
It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)
Tags: Investing, Investment Planning, Investment Portfolio, Investments
Paying for the Infrastructure Bill
Apr 16, 2021
President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation’s infrastructure and other projects.
As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic investment. The plan includes raising the corporate tax rate to 28% from 21%, cracking down on companies that use overseas operations to manage profits, and eliminating tax breaks for some industries. (more…)
Tags: Current Events
Apr 15, 2021
Apr 15, 2021
IRA Deadlines Are Approaching
Apr 14, 2021
Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. This year, like 2020, will see a few changes and distinctions.
December 31, 2021, is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. (more…)
It’s All About Bonds
Apr 12, 2021
There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates and bonds. (more…)
Tags: financial advisor charlotte nc, Investments
Life Insurance with Extended Care Riders
Apr 9, 2021
The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care insurance policies. This can be particularly challenging if you’re in a high-risk group.
Around 7 out of every 10 seniors are projected to need extended care during their lifetime, and many of these medical needs aren’t covered by Medicare, Medicaid, or standard health insurance. Unless you have made arrangements for extended care, you are choosing to self insure should you require this type of assistance.1 (more…)
Tags: Insurance, Long-Term Care 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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