Market Timing and Your Investment Strategy
Jun 29, 2020
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try timing the market. (more…)
Tags: financial advisor, Investing, Investment Planning, Investment Portfolio, Personal Finance
Retirement Plan Options for Small Businesses
Jun 17, 2020
As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? (more…)
Tags: Financial Planning, retirement, Retirement Planning, Tax Planning
College Funding Options
Jun 10, 2020
How can you cover your child’s future college funding needs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. (more…)
Market Update: Looking Forward
Jun 5, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the efforts by our national, state, and local governments to support our communities. And we continue to be amazed by the unparalleled dedication and cooperation among our front-line healthcare professionals and medical researchers to see us through to the other side of this health crisis (more…)
Tags: charlotte NC, financial advisor, Investing, Investment Planning, Personal Finance
Cash Balance Plans
May 27, 2020
In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018, according to Willis Towers Watson research. In contrast, legal, medical, accounting, and engineering firms are keeping the spirit of the traditional pension plan alive by adopting cash balance plans.1 (more…)
Tags: Financial Help, Personal Finance, retirement, Retirement Planning
Better Times Are Coming
May 22, 2020
“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald
The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and 36 million people have filed for unemployment since the COVID-19 pandemic struck in mid-March. Record drops in consumer confidence, manufacturing, and spending are all adding to the immediate economic fallout. Specific industries have been devastated, with names like J.C. Penney, J.Crew, and Neiman Marcus filing for bankruptcy. (more…)
Tags: Current Events, Financial Help
Coping With An Inheritance
May 18, 2020
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass. (more…)
Tags: financial advisor, Legacy, Personal Finance
Federal Student Loan Relief
May 13, 2020
Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way. (more…)
Tags: Current Events, Financial Help, Personal Finance
Nowhere To Go But Up
May 8, 2020
Investors like labels for the economy and financial markets —many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call the Great Disconnect. How can stocks have rebounded so strongly in the last month amid so much suffering and economic damage? What’s Wall Street seeing that so many on Main Street are not? (more…)
Tags: Current Events
Details on the Tax Deadline Extension
May 6, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.1 (more…)
Tags: Current Events, Tax Advantages, Tax Planning, tax season guide, taxes
More Insights
Sep 20, 2024
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.
Sep 18, 2024
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to take care of it for some time. For … Continue reading “The Cost of Procrastination”
Sep 16, 2024
The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame them? After all, new parents have a million concerns to … Continue reading “Financial Tips for Young Families”
Sep 13, 2024
Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial advisor in Charlotte NC. Your risk tolerance is balanced against your time horizon, meaning the time between now and your anticipated retirement date.
Sep 11, 2024
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”
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