Organization & Down-Sizing in NC
We All have our lists… The energy absorbing lists – organizing our physical space, our headspace and juggling personal administration can be daunting. For many of us in the “sandwich generation” it’s not just our lists, it’s our parents and our children too. Thinking over all the pieces and executing on them efficiently with positivity is […]
Medicare and Senior Living
Over the course of several summer months, Erickson Advisors held a three-part series of workshops to explore planning for tomorrow, today. These days our perception of age and aging is changing more than ever – from Millennial to Boomer – we feel younger the older we get. But, even as lifestyle markers shift, the considerations […]
Securing Social Security
A few notable points… From our discussion with Gail Buckner, VP and National Financial Planning Spokesperson for Franklin Templeton Investments Social Security is an integral part of many people’s retirement and income planning as they age. It’s never too early to understand how the system works and what to look for when hints of a […]
Estate Planning
The ultimate adulting task – Estate Planning. In one dynamic hour four selfless female attorneys lent their combined expertise, energy and time to help us tackle an ultimate in adulting tasks – Estate Planning. Don’t run away! Trust us, you need to hear this. Many thanks to Betsy Martin, Heather Hazelwood, Crystal Beard and Orly […]
Quarterly Comments: Mixed Messages or Acceleration?
The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Quarterly Comments: Market Disconnect?
To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is to invite a list of unwelcome platitudes. These Comments always strive to capture an economic observation or two and relate those observations to our vision of the trend(s) which should […]
What Just Happened…and When Will it End?
Let’s start with a very short recap – The high of the US stock markets occurred in February, but by the end of the 1st quarter the S&P 500 Index was down -19.6% and the Dow was down -23% – pretty much a “worst quarter” since the financial crisis and the 1987 crash respectively. To […]
Why This Time?
The Global Stock Markets have declined this past week somewhere between -10% and -13% depending on which index you look at. For us here in the US, where the Dow Jones Industrial Average is one of the most widely quoted, that translates to close to 4,000 points down. “Ouch” doesn’t really capture the growing concern. […]
Quarterly Comments: February 2020
“Still Lower for Still Longer” seems to sum up where we are for interest rates, inflation, many sectors of the economy as well as many financial assets – all except the US stock market. The US stock market seems to be able to shake off the many headwinds of slowing Global growth which has been […]