Public records show that the NC Department of Insurance (NCDOI), the state agency that enforces insurance sales regulations, found CF&I violated several North Carolina General Statutes (NCGS).
We all love paying less tax—especially if you're retired. But did you know that one of the best ways to reduce your tax bill is through strategic asset location?
Every December, right on schedule, Wall Street does something oddly similar to the rest of us: it makes a batch of New Year’s resolutions it won’t keep.
Many investors know that the value of their mutual fund shares fluctuates daily. They track the price or Net Asset Value (NAV) and watch their overall balance grow. But as the end of the year approaches, a surprise can be waiting—a large tax bill generated not by selling their own shares, but by the fund manager's internal trading.
In the world of investment strategies, Dimensional Fund Advisors (DFA) and traditional index investing are often mentioned in the same breath. While they share some similarities, DFA's approach offers a unique twist on and enhancement of passive investing.
Not all financial planners are created equal, and when seeking help with your long-term financial objectives, it's important to understand the different types of financial advisors: brokers, fee-based advisors, and fee-only financial planners.