March Gradness Roundup: Perfecting your post college bracket
This month’s got us all thinking about college hoops and speculating how it will all play out. Fun fact: Your odds of picking a perfect March Madness bracket are 1 in 120.2 billion. And that’s if you know a thing or two about basketball. But if you’ve got a college...
Tips to make tax time (wait for it) less taxing
There are people out there who love doing their taxes. Who get joy from filling in boxes and checking things off. And for the lucky ones, there’s the thrill of seeing their refund get calculated – like watching a slot machine spin and hoping you hit the jackpot. Then...
Secure 2.0: Getting our retirement act together
There’s finally something Democrats and Republicans completely agree on: America is NOT on track for retirement. It’s a big enough issue that both sides managed to come together and do something about it. Right before the calendar flipped forward to 2023, the Securing...
Not your normal year…in review
It is that time of year again…when every magazine and media outlet does their Year in Review, recapping all the news, trends and people that were hot or not. If you are like us, you find all that fun. Less fun is the barrage of end-of-year market reports the big box...
TEDx Raleigh 2022 with Tim Whitney
Fall harvest: time to offset your gain
Autumn is a time of harvest, filled with traditions celebrating abundance as folks reap the rewards of what’s been grown. But with many of our investments dropping in numbers vaster than the leaves falling from trees, it can be hard to feel grateful or bountiful right...
‘Tis the season for fraud. Keep your finances safe.
Before we even blow out the candles in our jack-o-lanterns, the holiday shopping season will be upon us. Online retailers aren’t the only ones getting ready for the surge in cart clicks – so are the fraudsters whose full-time job is to scam and steal from unsuspecting...
Keep Calm and Invest On.
Is there such a thing as market seasickness? That feeling of being dashed on the deck of the ship as the waves smash against you is quite real. Between political tension, bleak headlines, rising fed rates and disappointing earnings, how can we have confidence in...
Female investors are a force. What we can all learn from them.
Wall Street has long been a notorious boys club, making many women feel like second class investors. But discounting the strengths of the female investor could be a costly mistake. Their attributes have a powerful impact for long term success. Women possess a number...
Bonds, Muni Bonds. Why the sleeper investment may be making a comeback.
If crypto is like skydiving out of a plane at 10,000 feet for the first time, then municipal bonds are the everyday commute to work. Both carry risk; one is viewed as much more risky than the other. Investors haven’t found them attractive in quite some time. But right...
Do you know your real worth? We do.
There is a widely held myth that you have to be made of money to make more. It carries an elitist tone and makes us measure ourselves according to our wealth. Even as we enter a brave new world of finance, some still see the term “Wealth Management” and feel unworthy...
These Triangle bankers left Wells Fargo, Fidelity to launch crypto startups
This article was featured in the Triangle Business Journal on May 16, 2022.
