I recently came across this article in the Wall Street Journal titled “The Best Ways for Couples to Manage Finances“, and thought it was worthy of a post. In the article, the author asked several financial “experts” and readers how they personally handle money in relationships. As a financial planner and investment advisor, I get […]
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Quarterly Update – Spring 2022
My quarterly post covering personal and professional updates, and some links. Upcoming Posts A quick plug on some upcoming updates. Admittedly, I’ve been slack about creating new content on this blog, especially on the topics of investing and financial planning. That will change over the next few months – I have several posts in the pipeline that address specific […]
Expanding in North Carolina
I have exciting news to share to start the year. Our firm is growing with the addition of a new investment advisor here in North Carolina. Tim Paschall recently partnered with us (WMS Advisors, LLC) by joining our firm as an Investment Advisor Representative. Tim and his firm, Paschall and Associates, are based in Gastonia, […]
Quarterly Update – Fall 2021
My quarterly post covering personal and professional updates, and some links. Personal Updates After a low-key September, we had a full October. We were able to do a weekend trip to Anderson, SC to see my parents and attend the Clemson vs. Boston College football game. It was Clemson’s homecoming, so it was great to catch […]
Thoughts on the Markets and Economy
As a financial advisor, some of the most frequent questions that I am asked are my thoughts on the stock market and the economy. The questions are usually part of a larger discussion but typically fall into the categories of “Do you think stocks keep going higher?” or “What could derail this economic recovery?”. I won’t attempt […]
Quarterly Update (July 2021) – Personal, Work, and Investing
A quick, quarterly update post: Schwab Market Insights In my last quarterly update, I shared a quarterly market commentary produced by one of my firm’s investment partners. This quarter I am sharing the Schwab Insights page which is a great resource for advisors and investors alike. Schwab produces market, economic, and personal finance articles and […]