Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Family walking on the beach

Why More Families Are Taking a Second Look at Their Financial Plans

Apr 21, 2026 |Tyler Thomas
Why More Families Are Taking a Second Look at Their Financial Plans There is a shift happening in the Wilmington area and it’s not just population growth. It’s perspective. More families are starting to ask better questions about their finances: Do we...
Read more

Business owner

Business Owners - Building Value Beyond The Sale

Apr 21, 2026 |Tyler Thomas
Wilmington Business Owners: Building Value Beyond the Sale The Greater Wilmington’s business community is growing. Construction, healthcare, hospitality, professional services continue to expand across the region. However, many business owners share a...
Read more

Wilmington, NC

Retiring to Wilmington? What to do next!

Apr 21, 2026 |Tyler Thomas
Retiring to Wilmington, NC: What To Do Next Financially Wilmington continues to attract retirees looking for coastal living, a strong sense of community, and a slower pace. However, the move itself is only the beginning. The real question is: What comes...
Read more

Shopping for a new car

A resilient rally for U.S. equities, but economic headwinds persist

Apr 16, 2026 |Kelly Bogdanova

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

Read more

Worker looking at laptop at a powerplant

Data center power struggle

Apr 15, 2026 |Josh Nye

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.

Read more

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Apr 10, 2026 |Angie O'Leary, Head of Wealth Strategies and Solutions

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

Read more

Financial advisor

An evolving role for the dollar and the Fed

Apr 09, 2026 |Atul Bhatia, CFA

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.

Read more

Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 |Kelly Bogdanova

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

Read more

Man filling up his car at the pump

Global equity: Buckle up but don't give up

Apr 02, 2026 |RBC Wealth Management

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields