Let us be grateful 2020 is finally behind us. No one saw the pandemic coming. We can at least enter 2021 with renewed hope for a better year. Two vaccines are currently being distributed, with a third due in early January. My 92 year-old father has had his first shot. Prospects for a better 2021 […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: January 2021 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 […]
One of the most important undertakings facing new parents – and grandparents – is planning and saving for the future educational expenses of the family’s new addition. As a new parent myself – of twins no less – it has become remarkably clear how expensive school will be in several years. As an example, the […]
What a year 2020 has been! If there has ever been a year that defied prediction, 2020 has been it. It serves as a good reminder that predictions are far from certain. That being said, financial planning is all about making educated predictions of the future and identifying future risks. Tax opportunities often come from […]
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 […]
