Market Behavior and the Economy
Jul 8, 2020
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” Ever heard of economic indicators? (more…)
Tags: financial advisor charlotte nc, Investing, Personal Finance
What Determines Car Insurance Rates?
Jul 6, 2020
Your car insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated algorithm that takes many factors into consideration. Your driving history is just one variable used to calculate your rate. Read on to learn more about what auto insurance carriers look at when they determine your premium. (more…)
Tags: financial advisor charlotte nc, Financial Planning, Insurance, Personal Finance
An Unprecedented Rush to Cash
Jul 3, 2020
As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.
The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33% in April. To put that into perspective, it’s the highest number since the Bureau started tracking personal savings in the 1960s.1 (more…)
Tags: financial advisor, Income Planning, Investing, Personal Finance
Market Timing and Your Investment Strategy
Jun 29, 2020
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try timing the market. (more…)
Tags: financial advisor, Investing, Investment Planning, Investment Portfolio, Personal Finance
Who is Your Trusted Contact?
Jun 19, 2020
Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1
You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.1 (more…)
Tags: Financial Help, Investment Planning, Personal Finance, Retirement Planning
Bad Money Habits to Break
Jun 12, 2020
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. (more…)
Tags: financial advisor charlotte nc, Financial Planning, Income Planning, Investment Planning, Personal Finance
Market Update: Looking Forward
Jun 5, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the efforts by our national, state, and local governments to support our communities. And we continue to be amazed by the unparalleled dedication and cooperation among our front-line healthcare professionals and medical researchers to see us through to the other side of this health crisis (more…)
Tags: charlotte NC, financial advisor, Investing, Investment Planning, Personal Finance
The Retirement We Imagine vs the Retirement We Live
Jun 1, 2020
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
Making Investment Choices
May 29, 2020
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
Cash Balance Plans
May 27, 2020
In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018, according to Willis Towers Watson research. In contrast, legal, medical, accounting, and engineering firms are keeping the spirit of the traditional pension plan alive by adopting cash balance plans.1 (more…)
Tags: Financial Help, Personal Finance, retirement, Retirement Planning
More Insights
Jul 10, 2020
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.
Jul 8, 2020
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” Ever heard of economic indicators?
Jul 6, 2020
Your car insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated algorithm that takes many factors into consideration. Your driving history is just one variable used to calculate your rate. Read on to learn more about what auto insurance carriers look at … Continue reading “What Determines Car Insurance Rates?”
Jul 3, 2020
As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate. The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33% in April. To put that into perspective, it’s the highest number since the Bureau started tracking personal … Continue reading “An Unprecedented Rush to Cash”
Jul 1, 2020
The Fourth of July holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We all continue to believe our doctors and medical community will … Continue reading “Fourth of July Optimism”
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