Our Posts

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.

find an office

There Is Risk Everywhere – Keep Calm and Carry On

The events of the past two years should serve as a good reminder to all of us that no matter what we do every day, we face risks beyond our control. However small the risk may be, there is no way to ensure that you avoid falling victim to these types of events. 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.

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.

Scroll to Top

Not a Client But want to receive updates?

Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.