Tag: Certified Financial Advisor Charlotte NC

Why Regular Rebalancing Makes Sense

Aug 26, 2020

rebalancing stones on pyramid
Your investment portfolio may be off-kilter, and you may not even know it.

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? Here’s why rebalancing is key. (more…)

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Charitable Contribution Limits

Jul 3, 2019

Giving a Gift
What are the limits for Donor-Advised Funds and Private Foundations?

Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax advantages in mind. An exception was charitable deduction, which remains an option for high-income individuals looking to create a donation for the charity of their choice.

When making a charitable donation, two avenues to consider are donor-advised funds (DAFs) and private foundations (PFs).

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More Insights

Nov 23, 2020

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1

Nov 20, 2020

With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, so why not rid yourself of that debt as … Continue reading “Interest Rates and Your Mortgage”

Nov 18, 2020

As an investor, it can be tempting to get caught up in daily news headlines. From election news to vaccine updates, these headlines can lead to additional volatility in the markets. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can … Continue reading “Speed Bumps and Vaccine Headlines”

Nov 16, 2020

Here’s a windfall scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that?

Nov 13, 2020

With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates.

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