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Time flies when you’re growing a great team! We caught up with Noah Lewis, Financial Advising Analyst, as he celebrates...

“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright....

“I am an executive with a big stock option package, and I want to make the most of it. What’s...

“One of my kids needs a lot more financial help than the other just because of her career and life...

We just paid off our student loans. What should we focus on now? That was the question from a dual...

“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in...

With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or...

A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account,...

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one....

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question,...