Why You Shouldn’t DIY Your Finances

Do you remember those home perms from the 80s?! I know, we’ve tried hard to forget them. But they can teach us a valuable lesson about what you should not DIY, including your finances. Here’s a look at the invaluable benefits of professional help, with a healthy dose of nostalgia.

Year End Message 2022

From our team to you, here’s our heartfelt wish for you in 2023 … with a little math included, because we really do love to add it all up!

Retirement Planning

Don’t you just love planning your next vacation? It can take work, like researching locations and travel prices and building an itinerary. Believe it or not, a lot of people spend way less time planning for their retirement. Vacations last a few days, your retirement could be decades long. Here are some ways to make the most of it.


It’s the word on everyone’s lips right now: inflation. But how does itreally impact your financial plan? And more importantly, how can you fight its effects? Here are some ways.

NC Arboretum

For 35 years, the NC Arboretum has been a fabulous asset in Western North Carolina.  This gem that is so much more than just a garden and one of Faith Doyle’s favorite places, see why.

Friends of the Smokies

Find out why the Great Smoky Mountains National Park is so near and dear to Laura’s heart.

The Unexpected Inheritance

What would happen if you suddenly inherited a large sum of money? One-third of Americans would blow it and then live with regret. Here’s what we suggest instead:

It’s About Time, Not Timing

What do you think happens when bad headlines hit and you pull your money from the market? When you try to time the market, you can miss the best days. Here’s why we say “time” is far better than “timing” when it comes to investing: 

Cyber Security

Ever get those emails that look like they’re from your bank or your cell phone service, but it’s a scam? You’re not alone! Here are a dozen tips you can use right now to keep your personal information safe from cybercriminals:

Market Volatility Tool Kit

In response to the recent volatility in the market, we are sharing this video to help you through this stressful time. Watch below to hear some pointers and encouraging words.