
When I speak with my clients, with my friends, and with family, it’s clear that the market we grew up in no longer exists. The same uncertainty rattles when I turn on the news, read the paper, analyze assets in my institutional advisor software. We’re living in a new era, and to confront it is to prepare for it.
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The United States co-founded the North Atlantic Treaty Organization (NATO) in 1949 to protect military allies and ensure that another world war never comes to pass. Whether you agree with its long-term effectiveness, its primary objective to protect peace is at risk. Our choices today will dictate economic policies over the next few years.

Rapid shifts in economic and trade policy create a sense of uncertainty going forward.

Whether you live in North Carolina or are fascinated by The Old North State, there comes a time to think about the best place to retire. And for many, North Carolina is the perfect place to spend their golden years. When you already have a home, family, and friends, why would you move? But it’s not that simple for other retirees.

When the stock market dipped low on Friday, October 10th, investors were once again reminded of a simple truth: The stock market is not the economy. Occasionally, they do overlap, but they are not the same.