The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop. We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s
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One Size Fits All Does Not Fit All
Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks. But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of
Will AI Replace Financial Advisors?
AI (Artificial Intelligence) has been increasingly in the news, on social media, and whether you like it or not, a part of your everyday life. Much of AI is a great thing, with AI programs capable of identifying potential cancer
Tips for a Smooth Summer Travel Experience
Summer is officially just a few days away and many of us eagerly look forward to our much-anticipated travel plans. Whether you’re embarking on a relaxing beach vacation, exploring new cities, or immersing yourself in nature’s beauty, it’s essential to
The Transfer Process (Not always easy, but usually worth it)
Transferring your investment account(s) to a new firm can be intimidating and sometimes a reason to not make any change and leave things as they are. The two most popular reasons for transfer are 1) switching to a new advisor
A Tale of Two Markets
We just got back from a quick trip to the beach. Melanie had wanted to take her good friends to the beach, and they had a wonderful time making memories as they close out their junior year of high school
Light at the End of the Tunnel?
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline
Taking Care with Intergenerational Planning
Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of
The Goods on Giving
Today is Give Local Piedmont! Now in its 10th year, the Give Local Piedmont fundraising drive presented by the Northern Piedmont Community Foundation partnered with the PATH Foundation is a day of inspiring community members to give to support the
Nothing Like Waiting Till the Last Minute
As with many things in business and in life, deals/projects/agreements/settlements don’t get done in advance of a deadline. Once a deadline is looming, things generally get done at the 11th hour. I have a golfing friend who is perennially late