I reject the term “unprecedented times”. It seems that we are too often told that we are living in unprecedented times, that we should accept a new paradigm for the era, pretend that plague has never been visited upon humanity, and this is the most vicious election the US has ever been through. I say […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: October 2020 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information […]
Only a few months ago, markets were crawling off the bottom of the pandemic-driven collapse. What a difference combined fiscal and monetary efforts have delivered so far. Growth Equity Markets have matched and exceeded their pre-coronavirus highs. This has been good news for investors. Yet a word of caution is appropriate. Though continuing to exceed […]
As the world around us continues to become more and more digitized, it is important we are aware of the many ways in which our personal information can be compromised. Hackers and spammers can obtain much of our personal information these days without much effort. By using computers, digital criminals can crack your passwords and […]
One of the great lessons of 2020 is that it’s never too early to plan. At a national and household level, conversations are being had about financial planning, being intentional with resources, and looking towards the future. Most young earners have watched their lives and finances grow more complicated over the last few years but, […]
As we continue to navigate through the unknowns of COVID-19, the safety of our clients, our community, and our team is our utmost priority. While social distancing prevents us from doing any large group volunteering, the Armor Gives Back Program has made a donation to the Boys and Girls Club of Wake County. We encourage […]
It goes without saying that the past three months have been Crazy Train as we “safe-distance” through the pandemic. Add social protests and unrest and election year politics to negative oil prices and jaw dropping unemployment numbers and this year continues to be one for the record books. Through all of this, much of the […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: July 2020 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The […]
At the end of 2019 we celebrated an outstanding year for investors but warned we may be getting ahead of ourselves, and to be wary of potholes in the road. It was as recently as February 19 that markets hit new all-time highs, even as the virus was spreading across the globe. This rally then […]
The CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020 provides a huge boost to business and individuals to keep the economy afloat. The most talked about provisions are direct payments to many individuals and couples (actually a new refundable income tax credit that is scaled down based on 2019 adjusted gross income), lending […]
