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Monday, May 23, 2022

Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of...

Monday, May 23, 2022

Equities tried to make some progress early in the week, but finished the week lower. The Dow was down 2.48% last week, while the S&P 500 lost 2.55%, the Nasdaq was down by 1.88%, while the Russell 2000 lost…

Monday, May 16, 2022

What is Cryptocurrency? The terms “Bitcoin, Ethereum, XRP, NFTs, and Doge” are being used a lot lately. These are, of course, all examples of “cryptocurrency” (or “crypto” as it’s casually...

Monday, May 16, 2022

Another wild week for equities as investors are at a capitulation moment with the Federal Reserve. The Dow was down 1.89% last week, while the S&P 500 lost 2.05%, the Nasdaq was down by 3.17%...

Tuesday, May 3, 2022

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Monday, April 25, 2022

“It turns out my job was not to find great investments, but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”1 From increasing our budget mindfulness to taking a steadier...

Monday, April 25, 2022

Monday, April 18, 2022

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract...

Monday, April 11, 2022

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth...

Tuesday, April 5, 2022

Equities were largely flat for the week as solid economic data left the door open for continued Fed rate hikes… Weekly Market Update

Monday, April 4, 2022

Market psychology is the reaction to investing. Overcoming market psychology is not easy but learning how the market works can reduce the number of surprises and increase the degree of success. Keep in mind, all assets rise and...

Monday, March 28, 2022

Equities posted a 2nd consecutive week of gains and two sectors—Basic Materials and Utilities—turned positive for the year. The Dow was up 0.76% last week, while the S&P 500 gained 2.00%, the Nasdaq was up by…

Monday, March 28, 2022

The general enrollment period for Medicare goes from January 1st to March 31st. If you haven’t decided yet, your time is running out for the year. It may not be immediately clear what this specific enrollment period is for, as...

Monday, March 21, 2022

The Fed acted as expected, progress was made on the war front, and investors were in a buying mood last week. The results point to why it’s difficult to time markets and why making drastic investment decisions is often…

Monday, March 21, 2022

What is unfolding in Ukraine is extremely troubling. As Russia presses its military advantage, it is inspiring to see Ukrainians defending their country. And while the images of fleeing refugees and bombed out maternity wards create...

Monday, March 14, 2022

While it may not seem like it, volatility actually declined last week. Despite the decline in volatility, equity markets finished lower on the week. The DOW was down 1.78% last week, while the S&P 500 lost 2.59%, the Nasdaq...

Monday, March 14, 2022

Monday, March 7, 2022

As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.

Monday, March 7, 2022

More volatility ensued as the Russia-Ukraine conflict continued last week. The Dow was down 1.16% last week, while the S&P lost 1.14%, the NASDAQ lost...

Wednesday, March 2, 2022

In honor of Women’s History Month, we’ve put together a list of tips women can use to help keep in control of their finances.

Monday, February 28, 2022

Five Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

Monday, February 28, 2022

Volatility was the norm last week as Russia officially invaded Ukraine and that conflict continues. Equities rebounded in the latter half of the week as most broad equity indices finished higher for the week. The Dow was down 0.02% last week…

Tuesday, February 22, 2022

Tuesday, February 22, 2022

Equity markets were higher by Wednesday, but dropped Thursday & Friday after more concerns over Ukraine arose. The Dow was down 1.57% last week, while the S&P 500 lost 1.28%, the Nasdaq was lower by….

Monday, February 14, 2022

Equity markets were higher for the week until a surprise headline indicating a possible Russian invasion of Ukraine spooked markets on Friday. The Dow was down 1.05% last week, while the S&P 500 lost…

Thursday, February 10, 2022

Wednesday, February 9, 2022

Like it or not, it’s tax season once again.

Monday, February 7, 2022

As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Monday, February 7, 2022

Equity markets moved higher last week after strong corporate earnings from the Technology sector pushed the broad indices in a positive direction. The Dow was up 1.01% last week, while the S&P 500 gained 1.46%, the Nasdaq…

Monday, January 31, 2022

It would appear that corporate buybacks are once again en vogue after a sell off in equities. The Dow was up 1.27% last week, while the S&P 500 gained 0.73%, the Nasdaq was just….

Monday, January 31, 2022

Pullbacks, Corrections, and Bear Markets When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that...

Monday, January 24, 2022

Have travel dreams, but want to do them on a budget? Check out these seven podcasts for thrifty globetrotters!

Monday, January 24, 2022

Investors began the week with a continued shift from “growth” to “value” stocks, but all sectors sold off late in the week. The Dow was down 4.50% last week, while the S&P 500 lost 5.55%...

Tuesday, January 18, 2022

Equities finished the week mostly lower, despite a late Friday rally in technology stocks. The rotation from “growth” stocks to “value” stocks continues. The Dow was down 0.88% last week….

Thursday, January 13, 2022

For registration sign up and packet information, please email Elizabeth Bishop at Old North State Trust at ebishop@trustonst.com a week before the session you wish to attend.

Thursday, January 13, 2022

Our Lifevesting: Memo for Heirs is the perfect way to make sure your assets fall into the correct hands once you’ve passed.

Tuesday, January 11, 2022

Equities finished the week mixed, with investors beginning to shift from “growth” stocks that now appear expensive to “value” stocks that are priced more attractive. The Dow was down 0.25%....

Tuesday, January 11, 2022

Go Dawgs!!! The Georgia Bulldogs have done it. After 41 long years, the Dawgs sit atop the college football world once more, having defeated the Alabama Crimson Tide 33-18 in the College Football Playoff...

Tuesday, January 11, 2022

Download our free checklist for estate planning today! Our checklist is designed to help you organize all of your important estate planning documents, so your family can easily find them when the time comes.

Monday, January 3, 2022

The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce...

Monday, January 3, 2022

There was little market activity last week as trading volumes were markedly lower. In a typical holiday-shortened week, traders were not as active in preparation for the New Year. The Dow was up 1.30% last week, while the S&P 500….

Monday, December 27, 2021

If you weren’t paying close attention, you might have missed it. Fed Chair Jerome Powell dropped the word “transitory” when describing inflation during his recent testimony to Congress.1 Powell had told the story of...

Monday, December 27, 2021

Market volatility eased heading into the holiday last week. As traders departed for Christmas, trading volume de-creased throughout the week last week. The Dow was up 1.94% last week, while the S&P 500 gained….

Monday, December 20, 2021

The return of market volatility was ushered in by the Fed last week. Investors are fearful that the Fed has waited too long to address rising inflation The Dow was down 2.00% last week, while the S&P 500 lost 2.43%, the Nasdaq was down...

Monday, December 20, 2021

Creating the Best Year of Your Life At the end of each year, and on their birthdays, many people take time to reflect and look ahead. If you're one of these people, or if you would like to start getting the benefits from a little self...

Monday, December 13, 2021

Market volatility declined considerably as fears over Omicron seemed to ease. The Dow was up 4.66% last week, while the S&P 500 gained 4.71%, the Nasdaq was up 4.23%, while the Russell 2000 added 2.70%. Bonds were lower as the 10-year....

Monday, December 6, 2021

Monday, December 6, 2021

The Fed didn’t help things much last week and markets remained under pressure from COVID fears. The Dow was down 0.88% last week, while the S&P 500 lost 1.46%, the Nasdaq was off 3.15%, while the Russell 2000 lost…

Monday, November 29, 2021

Broad markets were trading about flat for the week, until concerns about a new COVID variant emerged on Friday. Despite the undue anxiety, markets sold off just over 2% on the last day of trading last week. The Dow was down 2.32% last week…

Monday, November 29, 2021

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1Over those five years, $550 billion will be invested into...

Monday, November 22, 2021

Equities were mixed as new concerns over European lockdowns emerged ate in the week. The Dow was up 0.30% last week, while the S&P 500 gained 0.46%, the Nasdaq was up 1.53%, while the Russell 2000 lost 3.48%. Bonds were mixed as the......

Monday, November 22, 2021

Have you ever thought to yourself that there aren’t enough hours in the day, or felt overwhelmed at the tasks facing you? If you have, this article can help you! 1. Clarify your goals and strategy (Your Why) Be very clear about...

Monday, November 15, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Monday, November 15, 2021

Bonds and stocks took a breather last week as the S&P 500 Index ended a 4-week winning streak. The Dow was down 2.52% last week, while the S&P 500 lost 0.35%, the Nasdaq was off….

Monday, November 8, 2021

Please join us November 16th for a free CE Cannon Estate Planning Webinar on "Dealing with a “Bad” Trustee." RSVP to ebishop@trustonst.com so that we can send you the streaming link and participant packet. Cannon Estate...

Monday, November 8, 2021

Equities explode higher despite the beginning of Tapering. The Dow was up 1.70% last week, while the S&P 500 gained 2.52%, the Nasdaq was up 3.67%, while the Russell 2000 gained a whopping 7.16%. Bonds were higher....

Tuesday, November 2, 2021

Don’t let the "crypt" in the name fool you, it’s not “graveyard money.” Cryptocurrency has had a huge amount of buzz in financial circles these past few years. But is it a passing fad, or here to stay?

Monday, November 1, 2021

Equities inched higher, but not all sectors were positive last week. The Dow was up 0.47% last week, while the S&P 500 gained 1.65%, the Nasdaq was up 3.17%, while the Russell 2000 gained 0.31%. Bonds were higher as the 10-year Treasury..

Monday, November 1, 2021

As you have noticed, the days are getting shorter – and we are coming to the end of Daylight Saving Time for the year. On the first Sunday of November at 2:00 am, most of America will “fall back” into Standard Time...

Tuesday, October 26, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Tuesday, October 26, 2021

Equities improved for a 3rd consecutive week on positive earnings. The Dow was up 1.32% last week, while the S&P 500 gained 1.99%, the Nasdaq was up 1.49%, while the Russell 2000 gained 1.31%.....

Thursday, October 21, 2021

One of the most important and valuable gifts you can give to your children is financial literacy. The sooner they have a functional understanding of how things like spending, investing and credit work (and how to utilize them responsibly),

Monday, October 18, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...

Monday, October 18, 2021

Equities were upbeat last week as big bank earnings were positive. The Dow was up 1.81% last week, while the S&P 500 gained 2.17%, the Nasdaq was up 2.47%, while the Russell 2000 gained 0.81%. Bonds were mixed...

Tuesday, October 12, 2021

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Tuesday, October 12, 2021

Stocks rebounded overall during the first full week in October. A compromise on the debt ceiling was the major headline, but markets have mainly been adjusting to life after Fed Tapering. The Dow was up 1.45% last week, while the S&P 500..

Monday, October 4, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

Monday, October 4, 2021

Everything but Energy stocks and Mid & Small Cap stocks ended the week lower. The Dow was down 1.56% last week, while the S&P 500 lost 2.61%, the Nasdaq was down 3.73%, while the Russell 2000 lost 0.28%. Bonds mostly declined for the 3rd.

Monday, September 27, 2021

Monday, September 27, 2021

The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery.Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...

Monday, September 13, 2021

Last Week’s Highlights: Markets were down slightly before falling off considerably on Friday. The Dow was down 2.47% last week, while the S&P 500 lost 2.04%, the Nasdaq was down 1.93%, and the Russell 2000 lost 3.27%. Bonds were stable...

Tuesday, September 7, 2021

Tuesday, September 7, 2021

Wednesday, September 1, 2021

Financial Checklist for Fall It’s not just the end of the year holidays that come with a list to check. Now is the time to get your end of year finances together and we’ve put together your very own checklist.

Monday, August 30, 2021

Have you ever heard the Wall Street expression, "markets climb a wall of worry?"It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...

Monday, August 30, 2021

Thursday, August 26, 2021

In April of 2022 I will attempt to summit 3 Nepali Peaks in The Himalaya, some of the highest mountains on Earth. That trip is in preparation to make an attempt to summit Mt. Everest in 2025. In 2035 I will attain the age of 60, which...

Monday, August 23, 2021

Monday, August 23, 2021

President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses on raising taxes on corporations and affluent households, while increasing credits...

Tuesday, August 17, 2021

A cryptocurrency is a digital or virtual currency that is secured by cryptography, which makes it nearly impossible to counterfeit or double-spend. Many cryptocurrencies are decentralized networks based on blockchain technology—a...

Tuesday, August 17, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Tuesday, August 17, 2021

Monday, August 9, 2021

Tuesday, August 3, 2021

Tuesday, August 3, 2021

HOW TO CAREER HUNT FOR THE RECENT GRAD For many college graduates, finally leaving school and entering the job world is a time of great excitement. The prospect of getting out there, snagging that dream job and carving a future for...

Thursday, July 29, 2021

Tuesday, July 13, 2021

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on...

Tuesday, July 6, 2021

Tuesday, July 6, 2021

Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.As the bill moves from the House of Representatives to the Senate, many...

Friday, July 2, 2021

Starting College Starting college is an exciting time for both parents and kids. The kids are about to fly solo for the first time, exploring the world all on their own with their parents routing for them from the sideline (their now...