Insights + Resources
Epic Insights
Don’t Overreact in August Amidst Volatility
Aug 5, 2020
One of my favorite Wall Street quotes regarding volatility is from Mark Twain, who said:
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” (more…)
Tags: Current Events, financial advisor, Investing
Corporate Executive Insider Trading to Watch for
Aug 3, 2020
To some, the buying and selling of a company’s stock by corporate executive officers and directors can be an indicator of Wall Street sentiment.
In July 2020, the ratio of companies with executive buying compared with executive selling touched 0.27 – the lowest level in nearly 20 years.1 (more…)
Tags: charlotte NC, Current Events, Investing
Starting a Roth IRA for a Teen
Jul 31, 2020
Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. (more…)
Tags: financial advisor, Investing, Personal Finance, retirement
The I.R.S. Has Enhanced the 2020 RMD Waivers
Jul 29, 2020
In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1
The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs) and 401(k)-style plans in 2020. (Original owners of Roth IRAs never have to take RMDs from those accounts.)2,3 (more…)
Tags: Current Events, Financial Planning, Personal Finance, retirement, Retirement Planning, taxes
30 Year Home Loans Fall to Historic Lows
Jul 27, 2020
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for 30-year home loans have fallen to 2.98%. In addition, the average interest rate for a 15-year home loan had declined to 2.48%.1,2,3 (more…)
Tags: charlotte NC, financial advisor charlotte nc, Financial Help, Financial Planning, Personal Finance
Little Known Homeowners Insurance Facts
Jul 24, 2020
If you have a homeowners insurance policy, you should be aware of what this insurance does and does not cover. These policies have their limitations as well as underrecognized perks. (more…)
Tags: Current Events, Financial Help, Financial Planning, Insurance, Personal Finance
What is Earnings Season
Jul 22, 2020
Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news.
But what exactly is “earnings season” and why is it important to Wall Street? (more…)
Tags: financial advisor charlotte nc, Investment Portfolio, Personal Finance
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