Navigating NIL money in 2026? Learn about revenue sharing, 20% caps, and smart tax strategies for college athletes at UNC, NC State, and beyond.

Short-term S&P 500 indicators are overbought following its 13 percent rebound, but we view the strength of the advance-decline lines and the bottom in Technology following its Q4–Q1 correction as reasons to remain cautiously optimistic.

Wealth often vanishes by the third generation. Discover how to build a lasting Raleigh family legacy through values-based financial planning and education.

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh

AI Data centers consume a growing share of U.S. electricity. Despite rising investment in generation and transmission, capacity is struggling to keep up, and electricity prices are rising.

Are you maximizing your annual gift tax exclusion? Learn high-impact gifting strategies for Raleigh families in 2026 to reduce estate taxes and build a legacy.

Don’t wait another year to focus on your long-term wealth goals.

Don’t let a 'Value Gap' derail your legacy. Discover the hidden costs of delaying your business exit and how 2026 tax changes impact Raleigh owners.

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.