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WCNC Charlotte Today Interview with Greg James

Charlotte Partner Greg James recently joined WCNC’s Charlotte Today to discuss four financial strategies for retirees or near-retirees amidst the pandemic. Watch the replay.

Tax-Loss Harvesting Amidst Market Turmoil

Market declines like the one we are currently experiencing present great opportunities to take advantage of cheaper asset prices. Almost everyone with a taxable account should be harvesting tax losses during times like these.

Will the Coronavirus Spark a Recession, a Depression or What?

As the whole world reels from the economic, financial, health and social impacts of COVID-19, the forecasts for what will happen to the global and U.S. economies become ever more dire.  Unfortunately, no one can possibly know the true outcomes so all the numbers you hear and see are mostly speculation, usually based on some

Getting Assistance on Existing Loans or Obtaining a New Loan in the Wake of Coronavirus

Businesses and individuals in the U.S. and worldwide are now affected by forced closures and economic slowdowns due to COVID-19. If you are a sole proprietor, contractor, or business owner you might need to obtain new capital in the form of loans. Moreover, you might need to defer payment on existing personal loans or mortgages. Below is information on new and enhanced programs designed to help you and your business thrive after the coronavirus.

What You Need to Know About the CARES Act

The CARES Act is a massive $2.2 trillion fiscal stimulus package providing relief to both individuals and businesses affected by the economic fallout from the coronavirus. The bill is over 600 pages, so we’re highlighting the three sections of the bill that are most applicable to our clients.

The Economic Impact of COVID-19

At the moment, financial market participants around the world have decided that this disease is going to hit the global economy about as hard as the disastrous Spanish Flu Epidemic of 1918. That was the first appearance of the H1N1 virus or “bird flu.” It sickened more than 500 million people globally or about one-third

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There Is Risk Everywhere – Keep Calm and Carry On

The events of this past week should serve as good reminder to all of us that no matter what you do every day, we face risks beyond our control. Not that we should live our lives in constant fear – we should just prepare for the worst and then feel very fortunate should we end up living long and healthy lives.

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