Market Update – The Mid Point
Jul 7, 2023
As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year. Looking back on the first half of 2023, it’s probably fair to say the outcome has been a bit better-than-expected for the stock and bond markets, especially compared to 2022’s tumult. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, financial advisor, Financial Planning, Investment Planning
Market Update: Headline Inflation at Lowest Level Since April 2021
Jun 14, 2023
The latest Consumer Price Index (CPI) print came towards the lower end of expectations with the overall headline inflation falling to the lowest level since April 2021. The encouraging trend in consumer prices will provide the Federal Reserve (Fed) some leeway to keep rates unchanged this month and if the trend continues, the Fed will likely not hike for the rest of the year. (more…)
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Investment Professionals and Advisors
Jun 12, 2023
A wealth of investment information is available if you want to do your own research before making investment decisions. However, many people aren’t comfortable sifting through balance sheets, profit-and-loss statements, and performance reports. Others just don’t have the time, energy, or desire to do the kind of thorough analysis that marks a smart investor.
Tags: Certified Financial Advisor Charlotte NC, Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Financial Planning, Investing, Investment Planning, Investment Portfolio, Personal Finance, Retirement Planning
Creating an Investment Portfolio
Jun 9, 2023
You’ve identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What resources are out there to help you with investment decisions? Do you need a financial professional to help you get started?Tags: Certified Financial Advisor Charlotte NC, Certified Financial Planner Charlotte NC, charlotte NC, Current Events, financial advisor, financial advisor charlotte nc, Financial Planner Charlotte NC, Investing, Investment Planning, Investment Portfolio, Personal Finance
Market Update – An Economy with a Backache
Apr 19, 2023
- Small businesses, considered the backbone of the economy, are shrinking hiring plans. Hiring intentions among small businesses declined in March, implying that upcoming job reports will likely be lackluster.
- Firms are hunkering down as virtually no firms have plans to expand business operations. In fact, the number of firms reporting any expansion plans is the lowest since early 2009 when the economy was in the depths of the Great Financial Crisis.
- Small businesses are reporting more difficult access to credit. The percent reporting tighter credit is the highest since 2012 as lending institutions tighten up under the uncertainty of the macro landscape.
- Now, some good news. Inflation was less of a problem in March as firms are more concerned about the overall business environment as the economy slows under tighter financial conditions.
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, financial advisor, financial advisor charlotte nc
Market Update: The Best and Worst of Times
Sep 12, 2022
When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month rally that began in mid-June totaling 17%. (more…)
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Systematic Withdrawal Strategies
Sep 2, 2022
Some retirees wish they could simplify money management.Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore.
This is why some retirees choose to make systematic withdrawals. Just as they contributed a set amount per month to their retirement accounts while working, they now withdraw a set amount from their accounts each month, quarter, or year.
The simplicity of this may appeal to you. The potential drawback is that a systematic withdrawal strategy can risk oversimplifying the complex matter of retirement income distribution. (more…)
Tags: charlotte NC, retirement, Retirement Planning
Market Update: Big Week for Market Watchers
Aug 5, 2022
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, financial advisor charlotte nc, Investing
Required Minimum Distribution 101
Aug 3, 2022
If you are approaching your seventies, get ready for required minimum distribution. You may soon have to take RMDs, as they are called, from one or more of your retirement accounts. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Financial Planning, Investment Planning, retirement, Retirement Planning
3 Shrewd Maneuvers in a Down Market
Jun 29, 2022
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current market downturn. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Financial Planning, Income Planning, Investing, Personal Finance
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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