Market Update: Volatility Continues
May 18, 2022
2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down bond prices. Bond losses have made the stock market volatility feel even worse than usual. Markets don’t like uncertainty but it’s getting a healthy dose of it this year, dealing with high inflation, tighter Federal Reserve monetary policy, COVID-19 shutdowns in China, and snarling global supply chains, all while the war in Ukraine continues. (more…)
Tags: Current Events, financial advisor, financial advisor charlotte nc, Financial Planner Charlotte NC, Investing, Investment Planning, Personal Finance
The Retirement We Imagine vs the Retirement We Live
Mar 4, 2022
Financially speaking, retirement might differ from your expectations. Just as few weathercasters can accurately predict a month’s worth of temperatures and storms, few retirees find their financial futures playing out as precisely as they assumed. Because of this, some common financial assumptions (and anxieties) about retirement are worth examining. (more…)
Tags: financial advisor, Investment Planning, Personal Finance, retirement, Retirement Planning, Tax Advantages
Financial Tips for Young Families
Feb 25, 2022
The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame them? After all, new parents have a million concerns to keep in mind on top of any unexpected financial pressure that may arise. A few financial tips here and there can help set the basis for your future. Thus, for young families with discretionary income, creating a financial strategy may be easier than they realize.1 (more…)
Tags: financial advisor, Financial Planning, Personal Finance
Taking Charge of Your Financial Life
Feb 18, 2022
When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and chores. (more…)
Tags: Certified Financial Planner Charlotte NC, Family Wealth, financial advisor, Financial Help, Financial Planner Charlotte NC, Financial Planning, Investing, Personal Finance
Market Update: Stocks Road Ahead
Feb 11, 2022
The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will have to get a lot more aggressive to fight inflation, before staging a 4% rally over the last two days of the month to end January down 5%. After such a steady march higher in 2021, the dip may have caught some investors off guard. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Family Wealth, financial advisor, financial advisor charlotte nc, Financial Help, Investing, Retirement Planning
Why Regular Rebalancing Makes Sense
Feb 2, 2022
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? Here’s why rebalancing is key. (more…)
Tags: Certified Financial Advisor Charlotte NC, financial advisor, Investment Planning, Personal Finance, retirement, Retirement Planning
Retirement Preparation Mistakes
Jan 31, 2022
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps during retirement preparation.
Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or fate, we need to be aware of them as we prepare for and enter retirement. (more…)
Tags: Certified Financial Planner Charlotte NC, financial advisor, Financial Planner Charlotte NC, Financial Planning, Investment Portfolio, retirement, tax guide
Market Update: New Beginnings
Jan 14, 2022
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, financial advisor, financial advisor charlotte nc, Financial Help, Financial Planner Charlotte NC, Financial Planning, Investment Portfolio, Personal Finance
IRA Contributions are Approaching Deadlines
Jan 7, 2022
Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. This year, like 2021, will see a few changes and distinctions especially with IRA contributions. (more…)
Tags: financial advisor, Financial Planning, retirement, Retirement Planning, tax guide, Tax Planning, tax season guide
Should You Care What the Stock Market Does Each Day?
Jan 5, 2022
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. (more…)
Tags: financial advisor, Financial Help, Investing, Investment Planning, Investment Portfolio, Personal Finance
More Insights
May 25, 2022
When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and … Continue reading “Taking Charge of Your Financial Life”
May 23, 2022
What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average of 18 years for a retiring man and 21 years for a woman (assuming retirement at age 65). So, … Continue reading “Couples Retiring on the Same Page”
May 20, 2022
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection and are backed by the U.S. government.
May 18, 2022
2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down bond prices. Bond losses have made the stock market volatility … Continue reading “Market Update: Volatility Continues”
May 16, 2022
You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your home? Or sell your home and retire? Maybe it’s time to downsize for retirement.
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