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As many of your New Year’s Resolutions are off to a great start, don’t forget to include a plan to ensure you are also fiscally fit in 2019, follow us through the seasons for tips in every season. The following has market closures, important dates, and tips to ensuring that 2019 is your best year yet. Enjoy and Happy New … Read More

Driven largely by fears of slowing global growth, U.S. markets continued their selloff through Friday’s trading session. Sparked initially by weaker than expected economic data from China, mounting concerns surrounding the sustainability of international economic growth triggered a broad-based market selloff.  All three major U.S. indices ended the session lower. This development comes in spite of the announcement that China … Read More

When volatility hits, keep a cool head and consider taking advantage of potential opportunities.   Periods of market volatility can trigger emotional responses in investors. When the markets are as reactive as we’ve seen lately, it can be natural to feel some apprehension, but that’s why you and your advisor have spent time developing a tailored financial plan – so … Read More

Tech Titans Teeter   Equity markets fell on Monday with technology leading the way. Concerns over trade, faltering technology sales and fears over possible regulation of data combined to take the Dow down almost 400 points (1.56%), the S&P was off 45 points (1.66%) and the NASDAQ was off 219 points or 3%.   Michael Gibbs, Managing Director of Equity … Read More

Stocks have tumbled this week, reflecting investor concerns around topics including earnings, global tensions and interest rates. October 24, 2018 Stocks tumbled this week on fears surrounding corporate earnings, global economic growth, rising interest rates, and the continued fallout of protectionist trade policies. Since October 1, the Nasdaq, S&P 500, and Dow Jones Industrial indices have fallen 11.6%, 9.1%, and … Read More

Laura Webb Article published in the October 2018 issue of WNC Woman https://wncwoman.com/ Money is power. It‘s taken me a while to get comfortable with saying those words, and I’ve worked with people and their money for more than 23 years. Women seem particularly uncomfortable talking about money and even more uncomfortable admitting the power it has in their lives. … Read More