Insights

October 12, 2020

Leading Economic Indicators

By: Ivan Lukic

Lately, you may have noticed news and media headlines addressing economic indicators.  

October 8, 2020

Market Perspectives October 2020

Capital Markets

By: Wade Austin

Riding a red-hot streak of five consecutive monthly gains, stocks finally cooled in September.

September 11, 2020

Should I Use Social Security Benefits as my Pandemic Emergency Fund?

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. 

September 9, 2020

Market Perspectives September 2020

Capital Markets

By: Wade Austin

Following July’s strong performance and entering a softer stretch of the calendar, many assumed equity markets would take a breather in August.

August 13, 2020

What is Medicare IRMMA?

By: Mary Alex Edmiston

Are you looking to apply for Medicare this year?

August 10, 2020

Market Perspectives August 2020

Capital Markets

By: Wade Austin

Initially propelled by an expectation smashing 4.8M June jobs gained report and sustained by the announcement of several promising phase III clinical trials for Covid-19 vaccines, equity markets continued their remarkably persistent rally in July.

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. 

July 8, 2020

Market Perspectives July 2020

Capital Markets

By: Wade Austin

2Q 2020 felt like the longest, slowest three months for many, but in capital markets, everything moved at warp speed.  

June 29, 2020

Required Minimum Distribution Updates

By: Ivan Lukic

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

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