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
Direct Indexing
Aug 11, 2021
“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…)
Tags: financial advisor charlotte nc, Investing, Investment Planning, Investment Portfolio, Investments, Personal Finance
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
A Roaring Start to Earnings Season
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 (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc
Eldercare Choices in the COVID-19 Era
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 over $100,000 a year.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Long-Term Care Planning, Medicare, retirement, Risk Management
A 6.1% Bump in Social Security?
Jul 22, 2021
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…)
Tags: Current Events, financial advisor charlotte nc, Retirement Planning, Retirement Tax Savings
The Quiet Fall in Bond Yields
Jul 16, 2021
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…)
Tags: Current Events, financial advisor charlotte nc, Investment Planning, Personal Finance
Conducting Your Mid Year Financial Review
Jul 9, 2021
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…)
Tags: financial advisor, financial advisor charlotte nc, Investment Portfolio, Personal Finance, Retirement Planning
Ways to Fund A Special Needs Trust
Jul 7, 2021
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…)
Tags: financial advisor charlotte nc, Health Care Needs, Health Care Savings, Insurance, Investing, Investment Planning, Legacy, Long-Term Care Planning, Wealth Building
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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