100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Category: Uncategorized


Ya gotta believe

A key ingredient to investing success is confidence. Not over-confidence, but confidence based on deeply-held and well-researched beliefs. One of…
Read More


Left brain, right brain

Perhaps the hardest part of being an investor is refereeing the struggle between your left brain and your right brain….
Read More


Apply pressure, firmly

One of the smarter people I know – and a very successful investor – told me recently that he prefers…
Read More


Will you still need me, will you still feed me, when I’m 94?

When I get older, losing my hair Many years from now Will you still be sending me a valentine Birthday…
Read More


Be safe

Anyone with teenage kids knows how worrisome it is when they head out for an evening. I suspect, as they…
Read More


Planning for the inevitable

We send this email to about 1,200 people every month. I am confident that virtually every recipient, regardless of age,…
Read More


The impact of your investing

My colleague, Katie Villegas, wrote the following. Please enjoy. – Rick Waechter Your investment dollars are making an impact. The…
Read More


After commencement, time to commence saving

If you have a child about to graduate college or with an advanced degree, congratulations! Earning a bachelor’s, master’s or…
Read More


What, me worry?

Lately, we’ve been getting the following question a lot: “With all the craziness in the world, aren’t you worried about…
Read More


How we won’t spend your money

Ever wonder why most financial advisors charge so much, and what you’re getting for it? Here’s why they charge so…
Read More