Am I Doing the Right Thing With My Investments?

HBO has a popular series they air in the fall called “Hard Knocks.” The aim of the program is to uncover the intricacies and nuances that make training camp in the NFL so fascinating.  They pull the curtain back and give…

Time For A Financial Alignment

No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not hit anything major but your steering wheel begins to shake…

Pushing the Pedal

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of how the engine will power the car to their next…

Losing Money in a Top Performing Fund

In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual funds.  We also include an excerpt from an interview with…

Should We Be Investing in Gold?

Investing in gold is on the tip of many investors’ tongues these days. The fact that gold has tripled in value over the last seven years and recently has been hovering at a price of $1,100 an ounce, has certainly…

Life After the Lost Decade

Life After the Lost Decade

After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half of 2009 left us with a rather robust recovery and…

I Bought Quicken, Now How Do I Use It?

There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.

Fiduciary vs. Suitability

Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary standard are required to put the client’s interest ahead of his…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

The Post-Great Recession Economy

The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s 2009 Annual Symposium. One of the presentations by fellow FPA…

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