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
The Whims of Wall Street
Apr 19, 2021
It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)
Tags: Investing, Investment Planning, Investment Portfolio, Investments
It’s All About Bonds
Apr 12, 2021
There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates and bonds. (more…)
Tags: financial advisor charlotte nc, Investments
Volatility Tests Your Mettle
Mar 15, 2021
Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.
In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to higher interest rates on long-term Treasuries. Since the beginning of the year, we’ve seen a jump in the yield of the 10-year treasury. (more…)
Tags: Current Events, financial advisor charlotte nc, Investing, Investment Planning, Investment Portfolio, Investments
The Emergence of ESG Investing
Mar 12, 2021
ESG: what does that acronym stand for? Those three letters stand for “Environmental, Social, and Governance” and signify an investment that has particular merit to investors of all ages.
A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing could become more and more of an element in investing strategies.1 (more…)
Tags: Current Events, Financial Planner Charlotte NC, Impact Investing, Investment Planning, Investment Portfolio, Investments, Legacy
Updated Life Expectancy Tables Create Opportunity for Retirees
Feb 3, 2021
If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Thanks to updated life expectancy tables from the I.R.S. RMD amounts may be reduced.
Next year, the Internal Revenue Service plans to update the life expectancy (more…)
Tags: financial advisor charlotte nc, Investment Planning, Investments, Retirement Planning, Retirement Tax Savings, Tax Advantages, Tax Planning
Outlook 2021: Bond Prices
Jan 27, 2021
The 10-year Treasury yield has climbed higher since the New Year, which means that some bond prices are dropping. You may have seen the headlines that say, “10-Year Yields Over 1%.”
For some, the first time they experience a change in bond prices is when they open their monthly statement and review their investments. (more…)
Tags: financial advisor charlotte nc, Investments, Personal Finance, Wealth Building
A Windfall Inheritance Comes Your Way
Nov 16, 2020
Here’s a windfall scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, Family Wealth, financial advisor, Financial Planning, Income Planning, Investing, Investment Planning, Investment Portfolio, Investments, Personal Finance, Spending Habits, Wealth Building
Long-Term Interest Rates Are Creeping Higher
Nov 13, 2020
With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. (more…)
Tags: Family Wealth, Investments, Personal Finance
Election 2020: Investing in A Dose of Patience
Oct 26, 2020
The upcoming election is prompting some people to reconsider their investing strategy.
In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc, Investing, Investment Portfolio, Investments, Personal Finance
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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