Enhance Today | Enrich Tomorrow
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 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 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…
Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we are growing. While we enjoy the national attention, we are…
Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.
To be successful as an investor, you have to know which type of sources you can trust. It’s also helpful, to not let recent past performance color your predictions of where the best future returns will arise. In a recent article…
On July 27th, people in the market for a new car can qualify for the “Cash for Clunkers” program otherwise known as the Car Allowance Rebate System (CARS).
If you haven’t noticed, budgeting is hip these days. This is thanks to the economic uncertainty caused by the stock market’s second worst bear market in the last 100 years. People’s fear of losing their jobs and significant losses in their investment accounts has shifted the importance of financial planning and knowing how to budget back into the spotlight. But there are still people resistant to both of these ideas.
When there is snow on the ground, you can’t see the bulbs that will bloom in the spring. But you’ve seen the flowers before and know that they will bloom again.
