Are Your Taxes Going to Change?
Sep 24, 2021
Most likely, you’ve heard what’s brewing in Washington, D.C. called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working Families. But could it affect your taxes? (more…)
Tags: Current Events, financial advisor charlotte nc, tax guide, Tax Planning, taxes
The Bull Market Continues … For Now
Sep 15, 2021
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much as a 5% pullback since last October. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc, Investment Planning, Personal Finance
The September Market Weakness Effect
Sep 10, 2021
The stock market notched its 7th straight month of gains in August, and the Standard & Poor’s 500 index has set 53 new highs so far in 2021.1 But stormy clouds may be on the horizon as we roll into the September market weakness effect. (more…)
Tags: cur, Current Events, financial advisor charlotte nc, Financial Planner Charlotte NC
Distracted Americans During Covid
Aug 30, 2021
Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. (more…)
Tags: Current Events, Personal Finance
Mixed Signals on Inflation
Aug 25, 2021
Are you having a tough time keeping track of mixed inflation signals? You’re not alone.
Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price changes at the consumer level, rose at the highest rate since tracking began.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Income Planning, Investing
Will Air Travel Problems Persist?
Aug 23, 2021
The airline industry plotted a course for recovery in 2021, but recent difficulties may have put that plan into a holding pattern. Air travel in 2021 is far from that path of recovery anybody was hoping for. (more…)
Tags: Current Events
Expanded Child Tax Credit
Aug 9, 2021
The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 (more…)
Tags: Current Events, Personal Finance, tax guide, Tax Planning, taxes
The Cost of a Gold Medal
Aug 6, 2021
The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads many to wonder: what exactly goes into a gold medal, and how much are they worth? (more…)
Tags: charlotte NC, Current Events
Chinese Markets Under Pressure
Aug 4, 2021
With overseas investments, we remind people that, “international markets carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risk, foreign taxes and regulations.” The Chinese markets are no exception to that. (more…)
Tags: Current Events, financial advisor charlotte nc, Investment Portfolio
Summer Jobs in Teenage Wage-Land
Aug 2, 2021
Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become accustomed to may be changing. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Family Wealth, financial advisor charlotte nc, Personal Finance
More Insights
Dec 1, 2021
Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”
Nov 29, 2021
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”
Nov 24, 2021
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.
Nov 22, 2021
Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.
Nov 19, 2021
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.
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