March 12, 2020

As of today, the S&P500 is down about 20% from its high set earlier this quarter and the Coronovirus has spread throughout many US cities and entire regions in Europe and Asia. While the world is witnessing various subsets of its economy shut down for public health reason...

December 31, 2019

As we say farewell to 2019 and look to the future, we wanted to thank you all for an amazing 25 years serving the community. Interestingly, the last 18 months have been a microcosm of the investment landscape we have observed in the past 25 years. 18 months ago, many were...

December 27, 2019

How the SECURE Act Could Impact your Retirement Plan


The bill was signed into law on December 20th. What is in The SECURE Act (Setting Every Community Up for Retirement Enhancement) and how will it affect your retirement plan when the Act takes effect on January 1, 2020?...

November 8, 2019

It is that time of the year again. No, I don’t mean football season or the turning of the leaves… What I mean is that it is time to start working on tax management. October is usually the month when we begin reviewing our taxable accounts with a specific focus on tax oppo...

August 6, 2019

Unfortunately, I think we all need to get used to this sort of headline. Yesterday, both the U.S. and China took additional steps to further their own trade agendas. It would seem that these steps are moving our two nations further away from finding an agreement.

In the...

May 13, 2019

As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a close this week, as previously anticipated by the Trump administration. Interestingly, most Wall Street economist's believe that the trade...

October 11, 2018

The first 10 days in October have been as turbulent as the recent weather we have had here in North Carolina. Despite an overall backdrop of pleasant and mild economic conditions, we have seen gusts of pessimism hit Wall Street in the last few trading days.

Given that the...

August 18, 2018

In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on imports from China. Most media outlets have lots to say about how this change will hurt our economy and the investment markets. Before jump...

February 15, 2018

For the first time in almost 2 years, the stock market demonstrated a small sell-off over the last week. We have been proactive over the past 6 months to remind all our clients that it is NOT normal for the market to go up every month of the year. In fact, 2017 turned out...

January 5, 2018

Equity indices pushed higher around the globe on positive economic data that showed the worldwide expansion may remain intact in 2018. ADP Research reported that 250,000 new private-sector jobs were added in December, the most in nine months and topped

projections for 190,...

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