Portfolio Management

While many people plan for a retirement in which they live through the end of life in their homes, few people have a real grasp of the costs involved. In the Research Triangle Park area (RTP), 24/7 agency home care...

If you have not already done so, you may want to consider empowering someone to act on your behalf with regard to your assets. Also, you will want to consider the extent and conditions of the authority you may confer....

After monthly expenses have been paid you may be left with excess cash in your checking account. Many individuals allow these funds to build up at the bank without a second thought. In this low-interest rate environment, rates offered by...

The S&P 500 dropped in value by more than 50% in the 18 months between October 2007 and March 2009. We recently celebrated the 10-year anniversary of the S&P 500 climbing from that low point in early March 2009.

How do you know you’re getting real value from your investment advisor? Your financial advisor should provide details that allow you to assess value, and make you comfortable with the decisions made.

Our clients often request that we direct a portion of their investment portfolio in assets that are specifically aligned with the client’s personal values. In fact, this kind of sustainable investing (SI) is a growing and robust part of the...