Latest From Our Blog

Across North Carolina and the nation, many financial advisors advertise themselves as “fiduciaries.” This term often leads consumers to believe that these advisors are always obligated to prioritize their clients' interests. However, the regulatory landscape can create confusion and misperceptions for consumers. Let's dive into the nuances of this framework to understand why working with a fiduciary financial advisor may not be what it seems.

Investors in index funds may sacrifice return and diversification at the expense of tracking error. We think Dimensional offers a better way.

As the last of the Baby Boom generation head toward retirement, more Americans have questions about long-term care. As Boomers age, demand for long-term care is likely to skyrocket in the next two decades. Affluent Americans with longer life expectancies have lots of questions about long-term care coverage.

Vanguard has long been celebrated for its low fees and straightforward index-investing approach. But customers are discovering “cost is what you pay, value is what you receive.”

The benefits of a tax-free Roth IRA are especially valuable as one enters retirement.

Many consumers mistakenly think working with a fiduciary advisor ensures the advisor is always obligated to work in the best interest of the client. Some advisors wear "two hats" - working under an RIA structure for financial planning for example, but then making most (if not all) of their compensation from the sale of commission products, like annuities. Capital Financial Advisory Group is an example of such a firm in the Raleigh-Durham area.