Cookie Cutters are Great for Making Gingerbread Men, Not Retirement Decisions

While your investment options are increasing with the new UNC System’s Retirement plans, so is standardization of how your investments

Managing Risk in University Retirement Plans

When you invest, you take risks. For most people, risk is managed by building a diversified portfolio that holds different […]

UNC System Employees: Are You Aware of the Benefits of Roth Accounts?

From the advisors at Collegiate Capital Management, Inc. The UNC System and the State of North Carolina have embraced recent […]

No longer the tail wagging the dog – but tax-wise estate planning is still important in 2014

Stephen C. Rhudy, Partner at Walker Lambe Rhudy Costley & Gill, PLLC Since the introduction of an unlimited marital deduction […]

An Investment Process You Can Trust

How do you know you’re getting real value from your investment advisor? The details your financial advisor provides you should […]

Sustainable Investing Options in UNC System Retirement Plans Will Be More Prevalent

If you are an employee at UNC-CH, you may have heard that major changes are coming to the two retirement […]