Resources
Why Should You Consider Retiring in Asheville, NC
Is Asheville, NC, a good place to retire? As one of the top 20 Best Places to Live in the US, Asheville, NC, is a perfect spot to put down roots in your golden years. Retiring in Asheville, NC, promises temperate weather, beautiful scenery, delicious food, and...
What Should I Do With My 401(K) When I Retire?
When it comes to retirement, deciding what to do with your 401(K) is a key financial decision. Understanding your options can help ensure a smoother transition into retirement while maximizing your retirement savings. Explanation...
What is Investment Planning: Understanding the Basics
Investment planning is a crucial process for managing your finances effectively. It involves setting up a strategy that aligns with your financial goals, risk tolerance, and future needs, ensuring long-term growth and stability. Without a solid investment plan,...
How a Retirement Financial Advisor Can Help You
Retirement is one of the most significant financial milestones you'll encounter. Working with a retirement financial advisor can provide peace of mind and help you make the best decisions for your future. But what exactly can they do for you? Why You Need a Retirement...
Experienced Retirement Advisors Serving Greenville, SC
Over the years, we have seen firsthand how rewarding Greenville retirement can be. We have helped countless clients sort out their finances, navigate Medicare, make smart investments, and plan for the future. With a dedicated team of financial advisors in Greenville,...
Why Retire in Greenville, SC?
If you’ve ever considered Retirement living in Greenville, SC, you’re in good company. This gorgeous town is home to thousands of residents enjoying their golden years. Thanks to the scenery, outdoor activities, attractions, and community, retirement living in...
May 5th 2023 Securities Market Commentary
SummaryThe Federal Reserve raised interest rates for the 10th time in a row, making them the highest in over 15 years. This caused the stock market to drop for four consecutive days. The market is worried about the impact on banks and the overall economy. Inflation is...
How Staying Invested Prevailed Over Market Timing During the Pandemic
Navigating a market downturn can feel like trying to catch a falling knife, and pinpointing the bottom is no easy feat. But, even if you could, re-entering the market could leave a lasting scar on your long-term returns. Picture, for example, an all-stock (S&P...
April 28th 2023 Market Securities
Summary Volatility returned to the stock market this week after a period of calm. Stocks have been trading within a limited range without clear catalysts for further buying pressure. Technology stocks, which have been driving the market's performance this year, are...
Q3 2022 Securities Markets Commentary
We are in the fourth month of the 2022 bear market as measured from when the S&P 500 first fell -20% from its peak. The initial cause of the bear market, rising interest rates, has not gone away. In fact, rates are going to have to keep climbing in order for the...