Is the US Stock Market Expensive?

“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst?    Fifteen…

When Will the Federal Reserve Raise Interest Rates?

As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors Are Most Important to Raise Interest Rates? The Fed will…

Top 5 Millionaire Investing Mistakes

Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…

10 Smart Money Saving Tips!

When people think of saving money, they initially think they need to cut something they enjoy.  Instead, people should think about spending more wisely. We’ve compiled a list of cost savings ideas with little impact on your lifestyle.  The long…

Your Social Security Benefits

Social Security is one of the largest assets for most retirees, but very few understand its basic rules.  About a third of all people claim social security at age 62, but there are many benefits that are left on the…

Photo credit: Alan Cleaver

North Carolina Tax Changes – 2014

As you finalize your 2013 federal and state income tax returns you should be aware of the significant changes to North Carolina state taxes in 2014.  In July 2013, the state legislature passed a material overhaul to the state tax…

Federal Reserve Taper Decision

The Federal Reserve (“Fed”) recently announced in its January 2014 meeting that it will continue to reduce (aka taper) its bond buying from $75 billion to $65 billion per month in 2014.  The Fed has seven remaining meetings in 2014…

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