Market Update – The Correlation Comparison: Years That Resemble 2024
Jan 17, 2025
Outsized returns, record highs on nearly a weekly cadence, and low volatility were three major themes of price action in 2024. The S&P 500 posted a total of 57 record highs, marking the fifth-highest number of new highs in a calendar year since 1950. Furthermore, the CBOE Volatility Index (VIX) averaged only 15.5 on a daily closing basis in 2024, well below its historical average close of 19.5 and ranking as the 12th lowest average annual VIX since 1990.
Tags: Current Events, Investing, Investment Planning
Why Regular Rebalancing Makes Sense
Nov 22, 2024
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
Six Keys to Investing
Oct 30, 2024
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.Tags: Certified Financial Planner Charlotte NC, Family Wealth, Investing, Investment Planning, Investment Portfolio, Investments
Market Update – Perspectives on Market Volatility
Aug 7, 2024
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly forgotten as the beginning of August greeted us with a selloff. The primary catalyst was August 2’s weaker-than-expected employment report, which ignited concern that the U.S. economy could tip into recession. Several additional factors exacerbated the selling pressure: (more…)
Tags: charlotte NC, Current Events, Investing, Investment Planning
Can You Use Life Insurance for Charitable Giving?
Jul 24, 2024
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.Tags: Insurance, Investment Planning, Personal Finance, tax guide
Making Investment Choices
Jul 19, 2024
Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware of. (more…)
Tags: Investing, Investment Planning, Investment Portfolio, Personal Finance
Market Performance is a Tale of Haves & Have-Nots
Jul 15, 2024
The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet (GOOG/L) — are responsible for nearly two-thirds of the S&P 500’s total return this year. As highlighted in the chart below, the Magnificent Seven, which adds Tesla (TSLA) to the aforementioned six stocks, is up 51% on an equal weight basis. Without these seven stocks, the S&P 493 (ex Magnificent Seven) would only be up 8.3%.
Tags: Current Events, Investing, Investment Planning
Should You Care What the Stock Market Does Each Day?
Jul 12, 2024
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
Investment Challenges of the Affluent Investor
Jun 28, 2024
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.
Tags: charlotte NC, financial advisor, financial advisor charlotte nc, Financial Planning, Investment Planning, Investment Portfolio, Investments, Personal Finance
Managing Money as a Couple
Mar 20, 2024
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. (more…)
Tags: Certified Financial Planner Charlotte NC, Family Wealth, financial advisor charlotte nc, Investment Planning, Personal Finance, Retirement Planning, Tax Planning, Wealth Building
More Insights
Jan 17, 2025
Outsized returns, record highs on nearly a weekly cadence, and low volatility were three major themes of price action in 2024. The S&P 500 posted a total of 57 record highs, marking the fifth-highest number of new highs in a calendar year since 1950. Furthermore, the CBOE Volatility Index (VIX) averaged only 15.5 on a … Continue reading “Market Update – The Correlation Comparison: Years That Resemble 2024”
Jan 15, 2025
Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security, especially when it comes to retirement planning. Let’s review some of the forms this takes.
Jan 13, 2025
Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 73. However, if you have saved and invested much of your life, you may also end up retiring at a higher marginal tax rate than your current one. Tax … Continue reading “Tax Efficiency in Retirement”
Jan 10, 2025
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997–98. Last year didn’t start out so optimistically though. The list of worries among stock-market bears included high valuations, narrow leadership by the largest technology stocks, rising long-term … Continue reading “Market Update – Another Strong Year for Stocks”
Jan 8, 2025
Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.
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