Businesses & Executives

March 21, 2022

Feeling the Rise in Gas and Food Prices

By: Mary Alex Edmiston

Inflation continues to be the topic of conversation, especially since Russia’s attack on Ukraine.

March 4, 2022

The Impacts of Geopolitical Events on Financial Markets

We are greatly dismayed by Russia’s invasion of Ukraine and appalled at the unfolding humanitarian tragedy.

June 17, 2021

Return Targets and Risk

By: Robert R. Shaw

While not common today, some institutions maintain a return target* in their investment policy statements.

August 13, 2020

What is Medicare IRMMA?

By: Mary Alex Edmiston

Are you looking to apply for Medicare this year?

July 21, 2020

Financial Literacy for your Children

By: Brenda McRae

Last year, Governor Roy Cooper signed a bill requiring all North Carolina high school students to pass a course in economics and personal finance as a requirement of graduation beginning with the 2020/2021 school year. 

June 29, 2020

Required Minimum Distribution Updates

By: Ivan Lukic

New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.

February 29, 2020
Selected Indices Year-to-Date

COVID-19: Keep Calm

By: Robert R. Shaw

The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.

January 21, 2020

Economic Update January 2020

By: John E. Silvia

A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.

December 18, 2019
Man Looking From a Cliff at Mountains and Horizon

Ten: A Deceptively Convenient Round Number

By: Robert R. Shaw

Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.

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