Blog

Jan 08

Quarterly Letter to Clients

Well, we made it to 2021 so how are you feeling? The start of a new year can breed hope for new possibilities. Even though 2020 was oppressive to most in so many ways, I do think we can still hold hope for the new year. I have never been... read more →

January 8, 2021
Joshua E. Self, CLU, ChFC, CFP®
Behavior gap, Evidence Based Investing, Financial Life Planning, Values

Jan 06

Fee Reductions

Happy New Year! I hope this message finds you well after enjoying the holidays. I just have a quick note to share to start off our new year. A longer post will be coming later this week as our quarterly letter to clients. 2020 was a tough year on many... read more →

January 6, 2021
Joshua E. Self, CLU, ChFC, CFP®
Evidence Based Investing, Financial Life Planning, Investments

Jun 08

Open letter regarding current events…

To our clients, friends, and colleagues, We hope this note finds you well in the midst of turbulent times. We want to recognize the difficulty of the past couple of weeks; in fact, 2020 has been a hard year for almost everyone. As a firm, PLC Wealth is devastated to... read more →

Apr 07

Watch out for scams!

Most North Carolinian's are working hard to take care of their families and help their neighbors in the current crisis. Nevertheless, criminals seek to exploit the Covid-19 pandemic to further their scams. We received the notice below from the North Carolina Secretary of State warning residents to be wary, and... read more →

April 7, 2020
Joshua E. Self, CLU, ChFC, CFP®
Behavior gap, Financial Life Planning, Investments

Apr 06

Cash is King + Mortgage Forbearance Options in the CARES Act

April 6th 2020 By Matt Miner First, I hope you and the people you love are well as we slog though the Covid-19 pandemic. Here at our house, we’re trying to embrace the good parts about being together, get lots of exercise outside, and make progress on our daily work,... read more →

April 6, 2020
Matt Miner
Financial Life Planning, Tax Planning, Uncategorized

Apr 03

How will the CARES Act impact you?

There is a good chance that you have more unscheduled time these days as almost every state in the union moves to a stay-at-home orders, but have you used this extra time to read the full H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act? If you... read more →

April 3, 2020
Joshua E. Self, CLU, ChFC, CFP®
Required Minimum Distributions, Tax Planning, Taxes

Apr 01

April 2020 – Quarterly Update: Covid-19 Edition

This will be the quarter that we look back on and never forget. It was the time that a virus spread with a silent vengeance, and the world came to a screeching halt. You may be feeling quite disoriented, fearful or even anxious as you read this note since 'normal'... read more →

April 1, 2020
Joshua E. Self, CLU, ChFC, CFP®
Behavior gap, Evidence Based Investing, Financial Life Planning, Politics, Rebalancing, Taxes, Values

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 →