Blog
Don’t Let Unexpected Expenses Derail Your Retirement
While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen...
Read MorePodcast: Mom's, Debt Ceilings, and Crisis Consulting
In this month’s podcast, Trevor and Will discuss what Mother’s Day means to them, why Will stayed at a hockey game until 2am, and then dive into the gratitude they have for the many ways they get to serve their clients.
Read MorePodcast: Interest Rates + Economy
In this episode, Will and Trevor discuss the latest rate hike from the Federal Reserve, historical trends with interest rates, and the direction of the economy. They also help everyone better understand what all of the professional...
Read MoreQ1/2023 - Quarterly Market Recap
We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...
Read MorePodcast: Travel, Events & Taxes
Discussing Will’s trip to the Booth School of Business, our upcoming Capitol Connect Webinar, and planning for taxes.
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Podcast: Market Update and Events
Will and Trevor discuss current market conditions and upcoming events.
Read More3 Investment Terms You Should Know
Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...
Read MorePodcast: Secure Act 2.0, Capitol Connect & EMoney
Will and Trevor detail the new Secure Act 2.0, discuss the most recent Capital Connect Webinar, and a new financial planning initiative we’ve invested in for our clients.
Read MoreShould You Use Your Retirement to Pay for College?
Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...
Read MoreWeekly Market Insights: Stocks Slip After Powell Comments
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...
Read MorePodcast: Burning the Garden to Get Rid of the Weeds
In this podcast we discuss the fed raising rates, mid term elections and our upcoming Capitol Connect
Read MorePodcast: Financial Advisors are Worthless
Trevor and Will discuss the value of a Financial Advisor and the importance of planning and communication.
Read MoreThe benefits of a ‘Financial Physical’
Many of us are accustomed to seeing our doctor for our annual physical. We have blood drawn then our labs run for insights into some of our biggest health indicators: cholesterol and insulin levels. If we are fortunate, our results...
Read More5 Types of Insurance Your College Student May Need
If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...
Read MorePodcast: Fall & Football
Will and Trevor talk about end-of-summer plans, recent travels, market conditions, and upcoming events.
Read MoreYour Investment Choices Can Make the World a Better Place
While most people would agree that “leaving the world a better place than we found it” is a worthy goal, many find that it’s not the easiest task to accomplish. Aside from adhering to the “reduce, reuse,...
Read MorePodcast: Statement Shock, Strategy and Purpose
Trevor and Will are discussing upcoming statements, strategies during the downturn, and best practices from some of our happiest retired clients.
Read MoreWeekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
Read MorePodcast: Weather, Ukraine & March Madness
Will and Trevor discuss the transition to spring and how that also means March Madness is around the corner. They also briefly touch on the conflict in Ukraine and talk about the importance of having a plan- and sticking to it.
Read MoreBrewery Bhavana
Heather and I recently decided to have a date night at Brewery Bhavana. We hadn’t been in over two years! On a whim, we looked at their website and they had a reservation so we grabbed it. Brewery Bhavana is located in the heart...
Read MorePodcast: Holidays, Mistakes to Avoid, 2022 Goals
We hope you enjoy the podcast!
Read MorePodcast: Interns and Early Career Progression
Enjoy our latest podcast!
Read MorePodcast: Meet Kent Thompson, CFP
Kent brings over 35 years of valuable experience to the team and is a CERTIFIED FINANCIAL PLANNER™, and has his Masters in Financial Services. He is a native of Southern Pines and is currently involved with the Wake Tech...
Read MoreWrightsville Beach
Is there really anything better than a low-key, sunny, warm North Carolina beach weekend!? I don’t think so either. Heather and I were able to recently spend the weekend in Wrightsville Beach for a nice kickoff to Spring! Of...
Read MoreWhiskey Kitchen and Garland
During these long winter months, we took advantage of one of the nice, impromptu sunny Friday evenings and went to a few places in downtown Raleigh. First, we stopped at Whiskey Kitchen which of course has tons of whiskey varieties but...
Read MoreSouth America
Heather and I recently went on our honeymoon and WOW what a trip! Because its seasons are opposite ours and we were in search of warmer weather, we adventured to South America. It’s a part of the world neither of us had ever been...
Read MoreBistro Roca
For my Birthday, Heather treated me to a visit to our favorite North Carolina mountain town, Blowing Rock. We always enjoy visiting this area of North Carolina as it has so much to offer. For a special Birthday dinner, Heather made a...
Read MoreHayes Barton Cafe
One Friday evening recently, Heather and I finally got a chance to try Hayes Barton Cafe in Five Points! After coming highly recommended, we knew we needed to make a date night there happen. It’s a low-key casual spot that has a...
Read MoreSide Street
Heather and I decided to try Side Street Restaurant for lunch in the heart of the lovely Historic Oakwood neighborhood. We saw on the local news that Side Street was celebrating their 40th year anniversary and we knew we had to give it...
Read MoreCrawford & Son
We are ashamed to say that we live pretty close to Crawford & Son and it's only the second time we have been able to make it for dinner! It was as excellent as we remembered. We decided to order two craft cocktails to start the meal...
Read MoreCarolina Beach
Heather and I always plan to have at least one night away towards the end of each year for a "goal planning getaway." It gives us time to reflect on what we accomplished and what we didn't and map out individual and couple goals for...
Read MoreWilson's Eatery
Last Thursday, Heather and I made it out for a weeknight date night. We try to do this when our schedule allows. It provides an opportunity for quality time together and an opportunity to try some new restaurants that may attract...
Read MoreMorgan Street Food Hall
Have you been to the Morgan Street Food Hall yet?!!? It's one of the latest attractions to hit the Raleigh food scene. Heather and I decided to see what the hype was all about after many people had suggested that we go. This concept...
Read MoreThe Umstead
This is a very special blog! A few weeks ago, I popped the question. I asked Heather to marry me after we have been dating for almost 4 years! This was a very special day for the both of us and I planned a surprise trip to Umstead for...
Read MorePoke Burri
Heather and I don't get to eat lunch together often but when we do, of course we like to try a new place! Poke Burri in Raleigh came on our radar from a few advertisements that we have been seeing around and we figured we would give it...
Read MoreDowntown Durham
So, what's our new favorite way to spend a Tuesday?! Take the 3 o'clock train from Raleigh to Durham for $7 a person and explore Downtown Durham! Even if you aren't from this area, it's no secret how much the Triangle area has grown...
Read MoreInternational Food Festival
Playing catch up on our blogs, this summer is moving by quickly! Several weeks ago, we had the pleasure of going to the International Food Festival in Downtown Raleigh. We decided to walk over and try some of the different types of...
Read MoreShelby, NC
We have had a crazy few weeks and have to catch up on our blogs! Even though we have been busy, not to worry, we have been eating at plenty of places to share with everyone. This blog post is going to focus on our last trip to Shelby,...
Read More10th Year Reunion- Charlottesville, VA
Recently, Heather and I attended my 10-year reunion at Woodberry Forest School in Orange, VA. We decided to stay in Charlottesville, VA with friends at an Air B&B. Charlottesville is a quaint college town, much like Chapel Hill, that...
Read MoreTonbo Ramen
ALERT, ALERT! *NEW* quick stop in DTR! My brother was coming into town and Heather and I always try to take him somewhere new. We have been very excited about trying the new Ramen restaurant on Wilmington St. and this seemed to be the...
Read MoreThe Cardinal
Simple, quick bite with local flare sums up ‘The Cardinal.’ This local spot is close to our house and we had been waiting for the right time to try it out. We were headed to a movie and wanted to grab something quick so we...
Read MoreRaleigh Beer Garden
I don't know why we waited so long to have dinner at Raleigh Beer Garden. We have been in a few times for drinks with friends but we had never ordered food. Wanting to get out of the house to watch basketball, we decided to give it a...
Read MoreTeam Insights VLOG
Listen to Corbin Oliver, AIF®, RICP® and I talk about recent market volatility and more.
Read MoreSmashed Waffles
We had to write about this one. We had seen the advertisements for the new Smashed Waffles on Hillsborough St. (near NC State’s campus) on the Offline app and finally we couldn't resist waiting any longer to try it out. It's open...
Read MoreBrewery Bhavana
How rare is a place that is a bar, book shop, flower shop and restaurant all in one? When we heard that Brewery Bhavana had been named one of the best new restaurants in America for 2017, we weren't surprised! This restaurant is all of...
Read MorePizza & Puerto Rican Food
January always seems to be a long month. We aren't complaining but the early sunsets and cold days seem to exaggerate the length of January. Also, if you live in the Raleigh area, you were lucky enough to enjoy two snow storms two...
Read MoreHappy New Year!
Happy New Year Everyone! Heather and I are ready to tackle 2018 and see what the year has in store for us! We have two Raleigh restaurants that we would like to suggest that are quick, yummy, and healthy! On one of those abnormally...
Read MoreWilmington Trip
In anticipation of the holidays, Heather and I went to Wilmington, NC, for a quick one-night getaway to kick off this lovely time of year! Here is how we indulged in their food scene: First, we went to Sweet n Savory Café which...
Read More4 Times You Will Need a Financial Plan
Many people will go through life choosing to take care of financial matters personally without the help of a financial planner. However, there are several life events and other situations that can make financial matters a bit unclear,...
Read MoreHow to Choose the Right Financial Advisor
How to Choose the Right Financial Advisor Financial planners are an excellent resource for people with short and long-term financial goals who need guidance during the process. They can help plan ways to save and invest money as well...
Read MoreChicago Eats
This year my firm’s annual practice advancement conference (Signator PAC) was in Chicago. Because neither Heather nor I had ever been to the city, we took advantage of the opportunity to get away and explore! As some of our...
Read MoreOakwood Cafe
This weekend Heather and I had family in town and on Sunday morning, we went on a walk searching for the perfect brunch spot. We decided upon a hidden gem in Downtown Raleigh, the Oakwood Cafe. The Oakwood Cafe is a small, quaint...
Read MoreWhat is a Foodie?
food·ie noun informal a person with a particular interest in food; a gourmet. synonyms: gourmet, epicure, gastronome, gourmand "his father was a foodie who worked for an international magazine"
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