A Seven-Year High for Gas Prices
Jun 7, 2021
Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1
With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, (more…)
Tax & Estate Strategies for Married LGBTQ+ Couples
Jun 4, 2021
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. (more…)
Tags: Tax Advantages, Tax Deductions, tax guide, Tax Planning, tax season guide, taxes
Inflation Outlook for 2021
May 31, 2021
As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late – inflation. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8% in April 2021, jumping by a greater-than-expected 4.2% year-over-year.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Investing, Investment Planning, Personal Finance
The Fed’s Taper Rehearsal
May 24, 2021
The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report suggested that should the economy continue to make progress, it may be time to adjust the pace of the Fed’s monthly bond purchase program.1 (more…)
Tags: Current Events, Investing
Inflation Can Be a Scary Word
May 21, 2021
Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” (more…)
Tags: Current Events, financial advisor charlotte nc, Financial Planning, Income Planning, Investing, retirement
How COVID-19 Caused a “She-Cession”
May 19, 2021
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically some of the most impacted by a recession. (more…)
Tags: charlotte NC, Personal Finance
Cyberattack and CPI Hit in the Wallet
May 17, 2021
A cyberattack shut down a major gas and energy pipeline supplying the East Coast of the United States for several days. The actual pipelines themselves are still functional and have since started running again, but it’s led to long lines and closed gas stations in many regions.1,2 (more…)
2021 Retirement Confidence Survey
May 5, 2021
Will your retirement dreams match your reality?
That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? (more…)
Market Update: Out of the Shadows
May 4, 2021
As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and strongest between November and April). Stocks have done so well recently that preparing for a pause in the rally makes sense. A lot of good news is priced into stocks. Worries about the Federal Reserve tightening its monetary policy may intensify this summer as inflation picks up, potentially pushing interest rates higher. Tax increases are probably coming in 2022, and deficit spending continues largely unabated. (more…)
Investor Sentiment is Shifting
May 3, 2021
A recent survey charting investor sentiment shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
There are many reasons for this change, but here are a few of the most impactful to keep in mind. (more…)
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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