09/07/2026
Lifestyle inflation can be the enemy of wealth building.
Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We are a firm committed to helping our clients work towards improving their long-term financial heal
09/07/2026
Lifestyle inflation can be the enemy of wealth building.
Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
09/04/2026
Take the time to think about these three things when shopping for your next vehicle.
Consider These 3 Things Before Driving Off the Lot Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
09/03/2026
Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...
Weekly Market Insights | Stocks Upbeat on AI; Warsh: "Less is More."
09/02/2026
Test your estate strategy knowledge with this short quiz.
Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
09/02/2026
Looking to plan your future with confidence?
Join us for Retirement Planning Today®, an educational course offered through Wake Tech Workforce Continuing Education at the RTP Campus! Led by Jim Nowak, CFP®, this course gives adults ages 50 to 65 the practical tools to take control of their financial future.
What you'll learn:
• How to determine your retirement savings goal
• Strategies to outpace inflation and protect your income
• Ways to minimize estate taxes, expenses, and legal delays
Cost: $39 (Includes textbook + free instructor consultation)
Secure your spot here: https://www.waketech.edu/course/csp-4000ji2
Questions? Call Wake Tech Workforce Continuing Education at 919-532-5700.
CSP-4000JI2 Retirement Planning Essentials | Wake Tech Planning for your financial future begins with a solid understanding of the principles that support long-term financial well-being. Whether you are preparing for retirement or just beginning to develop a financial plan, this course offers practical, educational guidance to help you make informed fin...
08/31/2026
Inflation is still running above the Federal Reserve’s 2% target.
The Fed’s preferred inflation gauge, the personal consumption expenditures price index, rose 0.2% in July and 3.7% from a year earlier. Core PCE, which strips out food and energy prices, increased 3.3% annually.
The report also showed personal income rose 0.4% while spending increased 0.2%.
For consumers, that means price pressures haven’t disappeared, even as some categories, including gasoline and other energy-related goods, moved lower during the month.
With inflation still elevated, the latest numbers may remain an important part of the Fed’s upcoming interest-rate discussions.
Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July The personal consumption expenditures price index was expected to rise 0.1% monthly and 3.6% on a 12-month basis, according to economists surveyed by Dow Jones.
08/31/2026
A home is the single largest financial commitment for most people. What mortgage fits you best?
Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
08/28/2026
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
08/26/2026
Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...
Weekly Market Insights | Stocks Slip; Attention Shifts to Bonds
08/26/2026
Could you find acres of diamonds in your own backyard? Watch this video.
Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |