Interest Rates and Your Mortgage
Nov 20, 2020
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, so why not rid yourself of that debt as soon as possible? (more…)
Tags: Certified Financial Planner Charlotte NC, Family Wealth, financial advisor charlotte nc, Personal Finance, Risk Management, tax guide, Tax Planning, Wealth Building
Business Continuity Plans
Apr 6, 2020
As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a disruption to your business. However, in the event that you do experience an unavoidable mishap, it may be smart to have a Business Continuity Plan (BCP) in place. (more…)
Tags: Investment Planning, Legacy, Risk Management, Tax Planning
Managing Risk in Your Portfolio
Oct 28, 2019
Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial advisor in Charlotte NC. Your risk tolerance is balanced against your time horizon, meaning the time between now and your anticipated retirement date.
But is it possible to avoid a loss? No, not completely, but you can take steps to manage that risk when investing. This is where conversations about your risk tolerance are critical. (more…)
Tags: Financial Planner Charlotte NC, Risk Management
Take Control of the One Thing You Can Control … YOU
Mar 4, 2014
Why do we plan a vacation? Many, if not most of us, lay out meticulous plans to ensure that our trip goes smoothly. Doing so enables us to do all the things we want to do and see all the things we want to see. But what would happen if we didn’t create a plan in advance? Might a relaxing vacation turn out not so relaxing? Might a potentially great experience turn into a frustratingly negative one? Don’t get me wrong, I know some folks live for spontaneous adventure, but I can’t imagine too many of us like to travel without some sort of plan. By setting an itinerary or planning ahead many of the main aspects of your trip, you can have your expectations become a reality and help to minimize most travel snafus. We plan because there are rewards for doing it. (more…)
Tags: Estate Planning, Income Planning, Investment Planning, Retirement Planning, Risk Management
More Insights
Nov 23, 2020
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1
Nov 20, 2020
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, so why not rid yourself of that debt as … Continue reading “Interest Rates and Your Mortgage”
Nov 18, 2020
As an investor, it can be tempting to get caught up in daily news headlines. From election news to vaccine updates, these headlines can lead to additional volatility in the markets. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can … Continue reading “Speed Bumps and Vaccine Headlines”
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?
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.
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