Coronavirus, World Events, & Your Money
As of today, the S&P500 is down about 20% from its high set earlier this quarter and the Coronovirus has spread throughout many US cities...
"Trade Woes" or "Reversion to the Mean"?
As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a...
Which Is More Important: Portfolio Performance or Your Financial Plan?
As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...
Markets Move Lower on Data and Fears
On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios...
October Market Turbulence
The first 10 days in October have been as turbulent as the recent weather we have had here in North Carolina. Despite an overall backdrop...
The Balance of Trade (and Labor)
In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on...
History Making Streak Ends
A historic streak ended with the close of the market on Wednesday, which was the final trading day of February. On a total-return basis,...
The Return of "Normal" Behavior
For the first time in almost 2 years, the stock market demonstrated a small sell-off over the last week. We have been proactive over the...
Dow 20k Party
The Dow hits 20,000 but what does that mean to you? Watch as Lyn and Justin explain that while you're likely to see headlines...
Dow 20,000 - What Does It Mean?
The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that...
