A recent SEC case against Cutter Financial Group highlights an alarming truth: many investors still don’t understand how an advisor who claims to be a fiduciary can sell annuities and not be held to the best interest standard. The consequences of not understanding this can be costly!
Could index funds be forced to sell certain stocks because they've become too big?
A silver lining of a declining market is tax loss harvesting. Zach Palmer of Ark Royal was recently quoted in Barron's discussing how we help clients make the most of this strategy.
If you live in the Triangle, you’ve likely heard of Capital Financial Advisory Group and its founder, Pete D’Arruda, aka “Coach Pete.” Capital Financial Advisory Group spends a ton of money buying radio and TV time, but behind the heavy marketing lies a reality that every investor should know—especially if you’re considering entrusting them with your retirement. Let’s take a closer look at what we’ve uncovered about Capital Financial and why you may want to think twice.
If you’re retired or nearing retirement, you know how unsettling a market downturn can feel. When headlines scream uncertainty and your portfolio seems to shift with every news cycle, it can be tough to stick with your plan.
There's lots of uncertainty swirling in the market; tariff troubles, DOGE staff reductions, and indications of stubborn inflation. What should an investor do?