Tag: financial advisor charlotte nc

The Federal Reserve Can’t Keep a Secret

Aug 27, 2021

Federal Reserve
Are the Fed presidents telling tales out of school?

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.

In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. (more…)

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Mixed Signals on Inflation

Aug 25, 2021

Inflation Stock market signals
What to know as markets look forward

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…)

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Direct Indexing

Aug 11, 2021

Direct Indexing
An old way to manage a portfolio is getting some new attention

“Indexing” is a familiar phrase in investment jargon, and a familiar concept. Money managers structure certain investment vehicles to contain all of the stocks within a particular Wall Street index, such as the Standard & Poor’s 500 stock index. This equity exposure may fit the investment strategy for some investors depending on their risk tolerance, time horizon and goals.  (more…)

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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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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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