Category: Wake County CPA CFP Firm


This week has seen rough waters for investors. The stock market looked bad at the end of trading on Wednesday. It had lost almost 800 points. Thursday it rallied and gained back nearly all it had lost. It seems this was triggered by an arrest of a Chinese tech official in Canada and the continuing […]


It’s that time of the year again, time for your winter review. As we feel the cold bite in the morning air, we are reminded that winter is not far off. Although the official first day is not until December 21, we can feel it now. As you cozy up to the fire and sip […]


Set your goals today for a secure future. It’s never too early to begin planning for 2019. Many business people prepare at the beginning of the fourth quarter—at the end of September. If you haven’t completed setting your goals for next year, now is a good time to do that. Start by reviewing your successes […]

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