The Bond Market Listens When the Fed Talks Inflation
Sep 30, 2020
Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting bond market short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to run above 2 percent for a period of time before any shift in monetary policy is considered.1 (more…)
Tags: Current Events, Personal Finance
Race for a Vaccine
Sep 28, 2020
A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year. (more…)
Tags: Current Events
Home Builders Confident in Economic Rebound
Sep 25, 2020
To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders.
Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 is considered positive.1 (more…)
Tags: Current Events, Personal Finance
Inflation on the Rise
Sep 2, 2020
Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may not be as scary as it looks on the surface. Let’s dive into inflation on the rise. (more…)
Tags: Current Events, Financial Help, Personal Finance
Federal Reserve Year-Long Review Expected in September
Aug 28, 2020
As many of you know, the Open Market Committee for the Federal Reserve has eight scheduled meetings each year when the seven board members review the nation’s economic activity and set the federal funds rate’s target rate. (more…)
Tags: Current Events, Investments
What Are Stock Splits?
Aug 24, 2020
Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. (more…)
Tags: Current Events, financial advisor charlotte nc, Investing
COVID-19 and Positive Market Territory
Aug 10, 2020
The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health Organization, 27 vaccines are in human trials, and the chances of an approved vaccine by late this year or early next year are quite high. By staying on the side of scientists, and through humankind’s resolve as the entire world is working together, it’s possible to believe we will beat this latest adversary. (more…)
Tags: charlotte NC, Current Events, financial advisor, financial advisor charlotte nc, Financial Planning
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
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
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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