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... read more →
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... read more →
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 →
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 you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” I'm not prone... read more →
Money is a great servant but a bad master. Francis Bacon Joshua E. Self,... read more →