Enhance Today | Enrich Tomorrow
My grandmother loved to gamble. While she was a child of the depression and extremely frugal, she also loved putting a little money on bingo with friends, buying the occasional lottery ticket, or even playing the slots in Atlantic City. …
Whether your family is helping to pay for your wedding or the money is coming out of your own pocket, you’ve most likely had a conversation to discuss how much you can spend. It can be difficult to plan your…
Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for you to check if this feature is turned on and…
Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on the investment. In other places, some homeowners choose to have…
Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and your financial information. The SEC and Federal Reserve are concerned…
Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…
On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Norfolk Tide. This was…
While it is not a good idea to base your retirement plan on working in your 70’s, many retirees are finding that they enjoy getting back into the workforce. A recent article by Bloomberg states that 80% of working retirees…
Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement date with the expectation that risk is lowered as you…
Now that I have two daughters under the age of 3, I don’t get out to the golf course very often. Let’s just say there have not been a plethora of great shots recently. As I was reflecting on one…
