News and Updates

July 23, 2025

The Real Value of a Million Dollars: Divorce and Asset Division

A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account, or pile of cash. But in reality, those assets have […]

July 17, 2025

When Real Estate Returns Shrink: What Investors Need to Know

With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]

July 16, 2025

How to Give Unequal Gifts (Without Creating Unequal Feelings)

“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]

July 10, 2025

Set It and Rebalance: Why Timing Isn’t Everything

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]

July 9, 2025

Why Hasn’t the Fed Lowered Interest Rates Yet?

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]

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