Blog

Mar 27

A Covid-19 update from your PLC Wealth team

To say the last couple of weeks have been unexpected, unparalleled and dizzying would still be understating exactly what we have lived through in the last few weeks. Based on further news today (specifically, the Stay at Home Orders issued by Wake County, NC for our local clients), most of... read more →

March 27, 2020
Joshua E. Self, CLU, ChFC, CFP®
Evidence Based Investing, Financial Life Planning, Investments, Politics

Jan 06

Matt Miner interview on Episode 81 of The Military Money Show with Lacey Langford

We are excited to share our recent collaboration with Lacey Langford, the Military Money Expert. Our goal is to help bring personal finance education to the military community. You can listen to the first of three episodes here. To all current and former military members and their families: Thank you... read more →

January 6, 2020
Matt Miner
Uncategorized

Dec 19

What will you accomplish in 2020? It starts with your values

December 19, 2019 By Matt Miner Sometimes the past knocks on your door and reminds you to plan for your future. The first story Ben, our third child, was born during my second year of MBA studies at Duke University’s Fuqua School of Business. Ben first showed his face at... read more →

Aug 15

Volatile equity markets, falling bond yields, and the coming recession: A letter to our clients

By Matt Miner August 15, 2019 Dear Clients, First, THANK YOU for your business with PLC Wealth Management! We are honored to serve as your advisors and to walk through life with you. Second, we think today is a good day to talk with you about jumpy stock markets, falling... read more →

August 15, 2019
Matt Miner
Budgeting, Financial Life Planning, Investments, Values

Jun 17

Home is where the __________ is. 1.) Heart or 2.) Hassle?

June 17, 2019 Matt Miner Over the weekend I received a thoughtful note from a client about renting versus owning. Our client asked what we thought about the possibility of renting throughout one's entire life, and taking the money that would be used for a large house down payment (in... read more →

June 17, 2019
Matt Miner
Budgeting, Charitable Giving, Financial Life Planning, Investments, Taxes, Uncategorized

Apr 09

Fuqua Finance Forum – April 10th, 2019

Photos (left) Laurinda & Matt and (right) Ruben, Oriana, Matt, Laurinda, Monique, & Francisco Matt Miner April 10th, 2019 Whoa! Sitting over here at WaDuke thinking about the excellent conversation we had together this morning. Such a delight to be with y'all, with Laurinda, and with Professor Dyreng. Huge thanks... read more →

April 9, 2019
Matt Miner
Budgeting, Debt, Financial Life Planning, Generosity, Investments, Taxes, Values

Jan 07

January 2019 – Quarterly Review: “Average returns” are rare

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag. While the statement may reflect reality, it doesn’t grab your attention half as well as Dickens’ actual opening... read more →

January 7, 2019
Joshua E. Self, CLU, ChFC, CFP®
Evidence Based Investing, Investments, Rebalancing

Dec 20

Ring in the new year with…Financial Planning!

December 20th, 2018 By Matt Miner Dear Clients and Friends, At PLC Wealth we enjoy a good New Years party as much as anybody. But we also know that the end of the year can be a chance to pause and reflect on how 2018 went, and what we aim... read more →

December 20, 2018
Matt Miner
Evidence Based Investing, Financial Life Planning, Rebalancing, Values

Nov 19

Good advice is simple – but not easy!

Here in North Carolina, we cope with hurricanes from time to time, and like the storms, financial markets can bring bumpy weather to our investment portfolios. However, unlike with hurricanes, which are typically in the forecast for several days at least, no one can truly see over the horizon to... read more →

November 19, 2018
Joshua E. Self, CLU, ChFC, CFP®
Behavior gap, Evidence Based Investing, Financial Life Planning, Rebalancing

Oct 11

Global Diversification is Your Investment Antacid

Let’s be clear: We did not wish for, nor in any way cause a tumble in the markets, especially among tech stocks. That said, we could not have come up with a more telling illustration to underscore the perennial value of building – and maintaining – a globally diversified investment... read more →

October 11, 2018
Joshua E. Self, CLU, ChFC, CFP®
Behavior gap, Evidence Based Investing, Investments