Insights from History: The Dot-Com Bubble vs. Today's AI Rally
In the midst of AI-related stocks catapulting the S&P 500 into the stratosphere, I’ve been channeling my inner market historian (think Indiana Jones, but with more spreadsheets and fewer booby...
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The Complete Guide to Roth Conversions: Benefits, Pitfalls, and Strategies
Roth IRAs are often called the “holy grail” of retirement accounts - and for good reason. They provide tax-free growth, tax-free withdrawals, and no required minimum distributions (RMDs) during...
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Masonboro Market Review Q2 2025
A Brief Recap of What Happened in Q2 2025 So far this year, economic data such as the Consumer Price Index has been volatile, suggesting that we are in a regime of greater macro volatility. The Fed...
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Understanding Economic Terms for a Financial Edge
Keeping up with economic jargon in the news can be daunting, especially when you're trying to make informed decisions about your financial future. This guide will help you decode some of the most...
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Understanding Stagflation: Staying Informed Without Alarm
Growing Economic Concerns: Understanding Stagflation Amidst recent headlines and Federal Reserve statements, many are feeling a heightened sense of economic uncertainty. The topic of stagflation...
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Signs It's Time to Rethink Your 401(k) Provider
Managing a 401(k) plan is no small feat. Business owners often find themselves grappling with the dual challenges of maximizing cost efficiency and meeting the diverse retirement needs of employees...
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Understanding 2025's RMD Changes for Inherited IRAs
Staying informed about retirement account rules is crucial for beneficiaries of inherited accounts. Many non-spouse beneficiaries have struggled with the complexities of Required Minimum...
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The Role of Financial Advisors in NIL Deals
The landscape of college athletics has undergone an unprecedented shift with the introduction of Name, Image, and Likeness (NIL) deals. In 2021, the NCAA lifted its long-standing ban on student...
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January Market Update: Fed vs Inflation
With so much happening courtesy of the Fed's change in tone, it is the perfect time to update you on the final month of 2024 as we begin the new year... Major U.S. equity...
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Bryce Edmister Earns Prestigious CFP® Designation
We are pleased to announce that team member Bryce Edmister has officially earned the Certified Financial Planner (CFP®) designation! This esteemed certification is a testament to his dedication,...
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When Should I Start My Social Security?
When should I start taking my Social Security? What’s not to like about Social Security? It promises an income for life, automatic adjustments for cost of living, and...
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What Does It Mean to Be a Fiduciary? Understanding Fiduciary Responsibility in Financial Services
The term "fiduciary" is often used in the financial services industry, but what does it truly mean? Understanding fiduciary responsibility is essential for individuals seeking financial advice and...
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Comparing This Interest Rate Environment to the 70s and 80s: A Historical Perspective
The current interest rate environment has sparked comparisons to the economic conditions of the 1970s and 1980s. Understanding the similarities and differences between these periods can provide...
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Markets During Election Years: Navigating Volatility and Opportunities
Election years often bring a unique set of challenges and opportunities for investors. The uncertainty surrounding political outcomes can lead to increased market volatility, which may either...
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Mutual Funds: Why They’re Not a Good Choice for Most High Net Worth Investors
Mutual funds have long been a popular investment vehicle for individual investors seeking diversification and professional management. However, for high net worth investors, mutual funds may not be...
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