Enhance Today | Enrich Tomorrow
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…
New research has found that men are more likely to take larger risks in their financial decision making than women.
Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.
There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.
The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.
All data is not created equal. This chart from Chart of the Day would seem to indicate that US stocks are more expensive and overvalued then they’ve ever been. The rest of the story is that the last 12 months of earnings…
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…
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction. In fact, the same could be said about the entire city of Raleigh…
Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.
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).
