Bill Ramsay invited to TBJ Investing Roundtable
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
Compromise on Taxes?
You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans. Capital…
You, Too, Can Balance the Federal Budget
Want to have a little mindless fun? Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this on an interactive web site created by the New York Times. There are two…
The Information Risk Premium: Danger and Opportunity
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has changed. The usual answers point to recent return gyrations: the…
The Influence of Politics on Your Portfolio
When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s important to try and minimize politics when gathering our investment research and implementing investment…
Avoiding Scams
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
One Man’s View on The State of the Economy
The question on the mind of many investors has to be: where is the U.S. and world economy headed? Are we moving toward a double-dip recession, or is the economy in the early stages of a long-term recovery? At a…
Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…
Stretching For Yield
In today’s economic environment, safety is at a premium but bank account rates remain at historical lows. This is persuading many investors to look for higher yields with their safe money. In some of these situations, they are finding products that…
Thinking About Investing
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…
