Market Update: Fed Makes Hawkish Tilt
Dec 16, 2022
Slower Growth and Higher Inflation
As expected, the Federal Open Market Committee (FOMC) increased the fed funds rate yesterday by 0.50% and made upward revisions to both inflation forecasts and interest rate forecasts in the next few years. The target range is now 4.25–4.50%. This meeting signaled the beginning of a downshift in the pace of rate hikes, as the previous four meetings concluded with a 0.75% increase to the target rate. The Committee delivered a well-telegraphed move, barely changing any verbiage from the previous statement, and unlike the recent rate decision in the U.K., the FOMC was unanimous. (more…)
Tags: Current Events, Investing
Market Update: Big Week for Market Watchers
Aug 5, 2022
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, financial advisor charlotte nc, Investing
Midyear Outlook 2022: Navigating Turbulence
Jul 18, 2022
Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008-2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Financial Planning, Investing, Investment Portfolio, Investments, Personal Finance, retirement
3 Shrewd Maneuvers in a Down Market
Jun 29, 2022
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current market downturn. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Financial Planning, Income Planning, Investing, Personal Finance
Market Behavior and the Economy
Jun 22, 2022
“Why is the stock market behaving this way if the economy is doing something different?” Many often wonder about the correlation between them. Ever heard of economic indicators? (more…)
Tags: financial advisor charlotte nc, Investing, Personal Finance
Market Update: A Bear Market is Officially Here
Jun 17, 2022
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until Monday. Tech stocks are down a lot more—the Nasdaq Composite is more than 32% below its November 2021 record high. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Financial Planning, Investing, Investment Planning, Investment Portfolio, Personal Finance, Retirement Planning
That First Required Minimum Distribution from Your IRA
Jun 10, 2022
When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these annual withdrawals are considered your Required Minimum Distribution (RMDs).1 (more…)
Tags: financial advisor, Investing, retirement, Retirement Planning, Tax Advantages, Tax Planning
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
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…)
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Annual Financial To-Do List
Dec 22, 2021
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: (more…)
Tags: Certified Financial Planner Charlotte NC, Financial Planning, Investing, Investment Portfolio, Investments, Personal Finance, Retirement Tax Savings, Tax Planning
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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