Coronavirus, World Events, & Your Money
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...
"Trade Woes" or "Reversion to the Mean"?
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...
Which Is More Important: Portfolio Performance or Your Financial Plan?
As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...
Markets Move Lower on Data and Fears
On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios...
October Market Turbulence
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...
The Balance of Trade (and Labor)
In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on...