A Plan for all Seasons Spring 2019

A SPRINGTIME SPRUCE-UP The birds singing and flowers blooming are a cue – it’s time for heavy duty cleaning and organizing. That includes cleaning out your financial to-do list and discussing any outstanding items with your advisor. It’s also a good idea to check your credit report and consider consolidating your retirement accounts. SPRING 2019 MARKET CLOSURES Friday, April 19: … Read More

We Live In Interesting Times

Fern Fade Background

 We Live In Interesting Times 2018 was a year of dichotomy.  Unemployment neared a 50 year low by the end of 2018, BUT recession fears have increased1.  Corporate earnings were very strong, BUT stock prices fell into correction territory by year end1.  The question is…. will solid fundamentals outweigh the sentiment of uncertainty1?  For much for 2018, the tax cuts … Read More

Women Power and Money … The 2nd Big Mistake Women Make

Laura Webb Article published in the November 2018 issue of WNC Woman https://wncwoman.com/ I can’t tell you how many times I’ve seen a woman come into my office and ask for some help. Here’s the typical profile. She comes from a successful family. Her husband has a great job, and they own a very nice house. She’s raised two children, hasn’t … Read More

A Plan For all Seasons

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

Three Things to Consider When Things go Bump in the Markets

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

How to Beat the Market Heat

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

Raymond James Thoughts on the Market

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

October Uncertainty Spooks Investors

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

Women, Power, and Money

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

Statistics for Long-Term Care

Did You Know… Statistics for Long-Term Care… Almost 70% of people turning age 65 will need long-term care services and supports at some point in their lives. 1 Medicare and most health insurance plans, including Medicare Supplement Insurance (Medigap) policies, don’t pay for long-term “custodial care.” 2 About 67% of nursing home residents and 70% of assisted living residents are … Read More