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What professional designations should consumers look for in an advisor?

Fixed Mortgage Rise. The increase in the proportion of fixed-rate mortgages over the last forty years has weakened the effectiveness of monetary policy. Essentially, the high percentage of fixed-rate mortgages means that monetary policy has less impact whether the Fed raises or lowers interest rates.

When it comes to creating a financial plan, choosing the right financial advisor is crucial. But with so many different types of advisors out there, it can be confusing to know which one is best suited to your needs.

In times of market turbulence, sticking to your investment philosophy is crucial. Avoid letting short-term market noise derail your long-term strategy. Focus on your goals and the solid principles guiding your investments.

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.