Phone:
- 704-540-2943
Newsletters
-
HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
-
Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
-
Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
-
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.