Tag: financial advisor charlotte nc

Chinese Markets Under Pressure

Aug 4, 2021

Chinese stock market faces pressure

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…)

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Summer Jobs in Teenage Wage-Land

Aug 2, 2021

Without Summer Jobs, Cities Seek Alternatives for Youth

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…)

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Investment Challenges of the Affluent Investor

Jul 30, 2021

Maze
Affluent investors face unique challenges when putting together an investment strategy.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

Let’s examine a few of these.

(more…)

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A Roaring Start to Earnings Season

Jul 28, 2021

earnings season sign
Favorable forecasts lead analysts to raise their projections for the year ahead.

Corporate earnings season has begun, and the results are turning heads on Wall Street.

Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1 (more…)

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Eldercare Choices in the COVID-19 Era

Jul 26, 2021

eldercare tree
Exploring your extended care options may be wise at this time

Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution.

In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost over $100,000 a year.1 (more…)

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A 6.1% Bump in Social Security?

Jul 22, 2021

COLA and Social Security
COLA and Social Security

The news keeps getting better for Social Security recipients.

It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2 (more…)

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The Quiet Fall in Bond Yields

Jul 16, 2021

Bond yields clock ticks down
What’s behind the quiet fall in bond yields?

With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months as bond yields have fallen.

The yield on the 10-year treasury closed at 1.37% on Friday, July 9, down from its 2021 high of 1.74% in late March.1 (more…)

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Conducting Your Mid Year Financial Review

Jul 9, 2021

Mid Year Review time
The midpoint of the year is a great time to review your financial position

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on your financial well-being. Is your mid year review scheduled? (more…)

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Ways to Fund A Special Needs Trust

Jul 7, 2021

Special Needs Trusts
A look at the different choices and strategies

If you have a child with special needs, a special needs trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child in case you’re no longer able to care for them. (more…)

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Summer Travel is Back

Jun 21, 2021

summer travel in airport
Summer travel stats show an industry in recovery

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.

Travel agents are working 14-hour days to meet the needs of eager travelers. People aren’t just taking road trips, either; airports are reporting being at 80% of pre-COVID capacity, while the TSA screenings reached two million for the first time since the pandemic. (more…)

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More Insights

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.

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.

Jul 30, 2021

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these.

Jul 28, 2021

Corporate earnings season has begun, and the results are turning heads on Wall Street. Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1

Jul 26, 2021

Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution. In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost … Continue reading “Eldercare Choices in the COVID-19 Era”

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