Businesses & Executives

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 24, 2020

Your Finances and the Future

By: Justin Louis, CFP®

Starting a new year, and even a new decade, tends to nudge us to think about our future self, something people probably do not do often enough!

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.

November 12, 2019

Climbing the Latest Wall of Worry

By: R. Wade Austin

Yikes! 

September 30, 2019
white piggy bank on brown wooden surface

Leaving Your Job? Don’t Forget Your Money!

By: Robert R. Shaw

After separating from an employer, there are essentially four ways to handle your vested interest in an employer-sponsored retirement savings plan such as a 401(k), 403(b), or 457(b). 

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