Individuals & Families
By: Ivan Lukic and Bridget McDermott, CFP®
Due to the COVID-19 pandemic, many individuals are finding themselves out of a job and in need of quick cash.
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.
By: Ivan Lukic
New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.
By: Robert R. Shaw
The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.
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!
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.
By: Robert R. Shaw
Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.
