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,... read more →
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... read more →
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... read more →
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... read more →
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... read more →
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... read more →
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... read more →
If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility fueling news1 in early February, with plenty of... read more →
If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have... read more →
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for... read more →