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Life Insurance Declining

  • August 30, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

One-third of U.S. households have no life-insurance coverage. This is the highest percentage lacking coverage in over 40 years. [source: Wall Street Journal, 08/30/10]

Life Insurance


Not Participating in the Stock Market?

  • August 29, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Retirement, Seeking Prudent Advice

If you’re in your 30s and you decide you’re not going to be in the stock market, how does that influence your savings? According to Mark Miller, author of The Hard Times Guide to Retirement Security, this is really going to hurt your chances of achieving a secure retirement down the road.


Bond Risks

  • August 28, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Bonds

A reminder that the bond market, thought by many as a safe haven during volatile markets, carries plenty of its own risks.

Be Aware of the Current Risk in Bonds - Seeking Alpha 

Be Aware of the Current Risk in Bondshttp://seekingalpha.com/Money continues to pour into bonds at a ferocious pace, with investors confident they are a safe and conservative holding in the midst of all the economic and stock market uncertainty.

Better Long-Term Portfolio Performance

  • August 27, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

Studies have shown that investors who use a financial advisor experience better long-term portfolio performance because they are more likely to adhere to their strategy and thus reach defined investment goals.


Rate Your 401(k) Plan

  • August 26, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : 401(k)

Fees are one thing that you definitely can and should control in your investment portfolios. 401(k) plans are notorious for making it difficult to figure out how much you’re paying in fees. BrightScope offers a free tool that shines a light on this dark area. Try it out and be a better informed investor.

BrightScope | 401k Plan Ratingshttp://www.brightscope.com/BrightScope quantitatively rates 401k plans and gives participants, plan sponsors, asset managers, and advisors tools to make their plans better.

“Wolf” Market?

  • August 25, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Market Outlook

Bull market? bear market? How about a WOLF? A wolf market is characterized by a tight trading range, increase volatility, high stock correlations and quick reversals. We’ve been in a wolf market since April or earlier.


Real-Estate Investing

  • August 24, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Market Outlook

Real-Estate Investing: the best and worst markets for single-family real-estate investment properties.

Real-Estate Investing: the Best and Worst Markets - WSJ.com

Real-Estate Investing: the Best and Worst Marketshttp://online.wsj.comLooking to snap up some investment properties on the cheap? You may want to consider Durham, N.C., Indianapolis and Huntsville, Ala. They are among the best places to invest now, according to a new report that ranks the best and worst markets for conservative residential-real-estate investors.…

Raiding Your 401(k)? Think Twice…

  • August 23, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : 401(k), Seeking Prudent Advice
Think twice before raiding your 401(k) for a loan. You pay taxes on the withdrawl at your personal income tax rate and you may be subject to a 10% penalty. You miss out on potential market gains on the amount you cashed out. Double taxation — you repay the loan with after-tax dollars and you’ll be taxed again at distribution. Finally, if you change jobs, you usually have to repay the loan immediately.

Investor Life Cycle ~ Net Worth

  • August 22, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

It’s interesting to think about how your net worth changes over your life time. This chart does a great job illustrating the typical trajectory

Investor Life Cycle


Perils of Emotional Investing

  • August 21, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

“So many people get scared when everyone says the sky is falling. They get out of equities and into bonds when it’s exactly the wrong time to do it. When everything is sky high and everyone is optimistic, they then plow back into equities. Their emotions do the wrong thing. “
— Dr. Burton Malkiel (author of A Random Walk Down Wall Street)


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We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.



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  • 521 East Blvd, Charlotte, NC 28203
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FROM OUR BLOG
  • SVB and bank collapses March 14,2023
  • 529 Rollovers (coming soon) February 6,2023
  • SECURE Act 2.0 (2023 changes inside) January 5,2023
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice. Investment advice can only be provided through a formal investment advisory relationship. Copyright © 2023 NorthStar Capital Advisors - Charlotte, NC. All Rights Reserved.