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.

June 10, 2020

Market Perspectives June 2020

Capital Markets

By: Wade Austin

The “black swan event” for markets was turning off the U.S.

May 7, 2020

Market Perspectives – May 2020

Capital Markets

By: Wade Austin

From February 19th to March 23rd, the S&P 500 fell 34% as the “Great Lockdown” wreaked economic havoc and sparked alarming Depression fears. 

April 7, 2020

Market Perspectives – April 2020

Capital Markets

By: Wade Austin

The four most dangerous words in investing are said to be, “This time is different.”  Yet today, “unprecedented” is clearly more factual than hyperbole. 

March 19, 2020

Carolinas Investment Consulting Update: COVID-19

With so much uncertainty surrounding the COVID-19 threat and possible shelter-in-place mandates, we want to share with you the steps we are taking to help slow the potential infection rate in our community while continuing to care for our clients.

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