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 →
Aug
15
Jun
17
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 →
Apr
09
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 →
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... read more →
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... read more →
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... read more →
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... read more →
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... read more →
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... read more →
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... read more →