Financial Blog Posts
Posted January 1, 2023
Most investors love economic and market forecasts. With the uncertain and volatile markets, our brain craves some sort of idea of what the future holds. But the markets are unpredictable – evidenced by the fact that no one can consistently predict them accurately. Of course, a certain forecast will be right from time to time, […]
Posted January 1, 2023
The ball drops, the clock strikes midnight on January 1, 2023, and we say, “today’s the day I start my new year’s resolution.” These resolutions are almost always set with good intentions, hoping to become a better version of oneself and make this new year the best one yet. Unfortunately, these resolutions don’t usually make […]
Posted January 1, 2023
Every January, we are presented with an opportunity to start fresh. This time of year often inspires us to take charge, make a change, and take control of our health, finances, relationships, and interpersonal growth, amongst other things. Many people will set resolutions, reevaluate successes and failures of the last year and take inventory of […]
Posted December 1, 2022
It’s that time of year. No, not the holidays. It’s the time that every analyst, economist, and strategist will declare their forecasts for 2023. These forecasts come from well-educated, intelligent individuals – with many years of experience. Some of the forecasts will be made with much confidence. No matter. It would be best if you […]
Posted November 22, 2022
Some people like to go to the max in everything they do. Maybe you are like this or know someone who is. “Maximizers” are the people who plan out every minute of their vacation days so that not one second is wasted. They also try everything at the dinner table and fill their glasses to […]
Posted November 22, 2022
With a new year just around the corner, you may be looking at your financial portfolio and looking to make any advantageous adjustments in 2023. Maybe you’re considering opening a Health Savings Account, or you’re starting to think about creating a business exit plan or taking more intentional strides toward saving for retirement. Clients often […]
Posted November 21, 2022
When stocks and bonds experience negative performance, as they have this year, many investors become interested in cash. Indeed, some will repeat the mantra, “cash is king.” This has certainly been the case this year as nominal yields have been increasing to levels we haven’t seen in years. But, as with any financial decision, it is important […]
Posted October 31, 2022
Have you ever needed to create a SWOT analysis for your company? In this analysis, you are evaluating what is going well within your company and looking externally to see what could potentially disrupt your business. Porter’s 5 Forces is like a SWOT analysis. Porter’s 5 Forces looks at 5 different elements that showcase your […]
Posted October 31, 2022
Have you ever heard the phrase “go big or go home”? Or what about the saying, “the biggest risk is not taking any risk”? Have these phrases, or the notion that you should take risks in life, ever impacted your decision-making? Maybe you’ve always been a risk-taker. You like to push the envelope, dare to […]
Posted October 24, 2022
Once again, we are honored to have been voted Catawba Valley’s Best Investment Firm during the 2022 Best of Catawba Contest! We don’t take it lightly that we are trusted with our clients’ livelihoods and the sum of what they have worked for their lives, so to be recognized in this way means the world […]