For many people, managing finances can be an overwhelming task. With so many different investment options, complex tax laws, and...

The S&P 500 has reached a new all-time high, coming full circle in just two years, despite growing uncertainty around the...

Associate Wealth Advisor John joined us in our New Bern, NC headquarters in 2024 after honorably retiring from the US military...

The battle over the federal budget in Washington is adding to political uncertainty at a time when investors are already nervous...

Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a “soft...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq...

Navigating the world of finance is like embarking on an exhilarating journey through a labyrinth of possibilities. With its...

While investing often involves recognizing patterns in economic and market data, not all patterns are equally useful or valid. On...

In the intricate world of investments, mutual funds have always been an attractive choice for investors seeking diversification...

In the turbulent seas of economic uncertainty, inflation looms large, threatening to erode the value of your hard-earned wealth....