Insights + Resources

Promising Pages

Mar 19, 2018

What a great way to start the day and start off the week, serving alongside of co-workers and clients at an amazing little non-profit in Charlotte, called Promising Pages. Promising Pages inspires underserved children to achieve their dreams by instilling a love of reading. Fueled by studies showing that children who can’t read proficiently by third grade are four times more likely to drop out of high school. More than 60,000 underserved kids in the Charlotte area are at risk of falling behind.  Promising Pages provides innovative classroom programs and more than 100,000 free books annually, making it Charlotte’s largest and most efficient distributor of upcycled books aimed at addressing this critical – and solvable – community need. We counted, sorted, cleaned and stamped books, getting them prepped and ready. Next stop … a child’s hands. What a worthwhile endeavor. If you would like to learn more, or are interested in volunteering one day  as well, please check them out online at http://promisingpages.org They depend on volunteers, so “book” a date!

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Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

Oct 15, 2021

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think about, but those changes may set the stage for the next leg higher … Continue reading “Market Update: Change May Bring Opportunities”

Oct 13, 2021

Financial markets tend to function best when they have clear, strong leadership. When there’s concern about who’s the boss, markets can struggle.  Jerome Powell is finishing his first term as Fed Chair in February 2022. Until the past few weeks, Wall Street overwhelmingly believed he would be nominated to a second term by President Biden.1

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