As the year winds down, the hustle and bustle of the season can leave little room for financial reflection. But taking some time to review your finances now can help… Read More
Blog
Financial Readiness: Preparing Yourself Before Disaster Strikes
Earlier this fall, Hurricane Helene moved inland from the Gulf of Mexico as a tropical storm, from Georgia to the mountains of North Carolina. In western North Carolina, the thousand-year… Read More
Client Question: I’ve Got a Lump Sum in Cash, Should I Invest It Right Away?
What do you do if you’ve just received a big bonus at work, inherited some money, sold a business or otherwise enjoyed a recent windfall you’d like to invest? Should… Read More
What We Talk About When We Talk About Volatility: Magnitude vs Percentage
If you’ve ever listened to public radio’s “Marketplace” with Kai Ryssdal, you may have noticed the songs they play when they “do the numbers.” On days the market is up,… Read More
What Does It Take to Take on Risk?
The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people. While risk is the key to unlocking greater… Read More
Financial Quick Takes: Compound Returns
If you’re like most people, you need your investments to grow to achieve the life you want. Fortunately, there’s a deceptively simple but exceptionally powerful tool that can help you… Read More
Equity Compensation: Big Opportunities, But Beware the Risks
We all like hearing that we’re good at our jobs. It’s nice when kudos from your employer come bundled with dollar signs, or when a company backs up the cash… Read More
Money Management Lingo
Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a… Read More
Young Investor’s Guide to Building a Financial Future
The future looks bright for younger investors. A 2024 analysis by the Investment Company Institute found that, adjusted for inflation, Gen Zers have nearly three times more retirement assets than… Read More
Making Best Use of Your Behavioral Biases: How To Trick Yourself
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into… Read More
