Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success.…
Take Charge of your Finances
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has…
Capital One Data Breach: How to Protect Yourself and Your Assets
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was…
Starting Over In Your 50’s – What To Do When You’re Laid Off
Over the past few years IBM, Lenovo, NetApp, Cisco, BASF and GSK among others have announced layoffs for employees in The Research Triangle Park (RTP). While being laid off…
Are You Taking Advantage of the Foreign Earned Income Exclusion?
Every year, millions of Americans work and earn income abroad. Some travel back and forth in between assignments while others choose to make a permanent move. Regardless of where you…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529…
What If I Lose It All?
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also…
What to Do When Your RSUs Vest
Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units…
Am I Going to Have to Pay More for Medicare?
Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability…
Here’s the Prescription
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take, for example, a friend of…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.