Jan
07
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...
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Dec
20
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...
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Nov
19
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...
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Oct
11
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...
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Oct
02
October 2018 As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” As of quarter-end, as reported by Morningstar, “Following a flattish first half, global equities enjoyed a fairly strong third quarter, with the Morningstar Global Markets Index...
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Sep
25
In September 2017, about a year ago, a massive Equifax security breach became public knowledge. If there was a silver lining to this infamous event, it likely spurred more consumers to take more measures to protect their identities. Perhaps you’ve frozen your lines of credit, or you’re at least checking...
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Aug
27
August 27, 2018 By Josh Self The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what...
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Aug
20
July 17, 2018 We recently read a Wall Street Journal article called “Five Ways to Improve 401(k)s”, and thought one part of the article, “Raise the default savings rate,” was important enough to justify an entire blog post. In the article, the author discusses the possibility of the federal government...
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Jul
10
July 10, 2018 By Josh Self No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...
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Apr
05
This short video from our friends at Dimensional Fund Advisors is worth a couple minutes of your time...view Tuning Out the Noise here. It highlights one of the ways that we, as advisers, aspire to bring value to our clients lives. It is also a friendly reminder to focus on what matters,...
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