NorthStar Capital AdvisorsNorthStar Capital AdvisorsNorthStar Capital AdvisorsNorthStar Capital Advisors
Start Here
  • How We Help
  • Who We Serve
  • Who We Are
  • Fiduciary
  • Learning
  • Start Here
  • How We Help
  • Who We Serve
  • Who We Are
  • Fiduciary
  • Learning
  • Start Here

Thanksgiving Dinner Up 37 Cents

  • November 26, 2014/
  • Posted By : admin/
  • 0 comments /
  • Under : Economy

2014-Thanksgiving-Graphic

This year’s turkey dinner will cost you an extra $0.37 compared to last year. The average cost of a classic Thanksgiving Dinner for 10 people is $49.41 according to the American Farm Bureau Federation’s survey. That’s a 37-cent or 0.8% price increase from last year.

The bird soaks up the lion’s share of the budget at 44% of the meal’s cost. The 16-pound turkey came in at $21.65 this year or $1.35 per pound. The biggest year-over-year change on a percentage basis were the miscellaneous ingredients whose cost increased 8.7%. The stuffing contributed the biggest percentage drop at -4.9%.

The average cost of a turkey dinner has hovered around $49 since 2011. The relative price stability of the turkey index mirrors the government’s Consumer Price Index for food eaten at home which increased 3% compared to last year.

Happy Thanksgiving!

turkey-cost-analysis-2014
Source: AFBF


Asset Allocation in Thirty Seconds

  • November 20, 2014/
  • Posted By : admin/
  • 0 comments /
  • Under : Investing 101

If you’ve only got 30 seconds to understand asset allocation, spend those precious seconds staring at the table below.  The main takeaway: stocks beat Treasury bonds and T-Bills on average.  For example, over a 1-year period, stocks outperform 61.3% of the time during the last 210 years.  Over a longer 30-year period (typical for retirement portfolios) stocks came out on top 91.2% of the time.

stocks-bondsThis table is from Jeremy Seigel’s book, Stocks for the Long Run.


Younger Generation Faces a Savings Deficit

  • November 13, 2014/
  • Posted By : admin/
  • 0 comments /
  • Under : Behavior, Personal Finance, Saving Money

student-savings

According to the Wall Street Journal,

“Adults under age 35—the so-called millennial generation—currently have a savings rate of negative 2%, meaning they are burning through their assets or going into debt, according to Moody’s Analytics. That compares with a positive savings rate of about 3% for those age 35 to 44, 6% for those 45 to 54, and 13% for those 55 and older.

The turnabout in savings tendencies shows how the personal finances of millennials have become increasingly precarious despite five years of economic growth and sustained job creation. A lack of savings increases the vulnerability of young workers in the postrecession economy, leaving many without a financial cushion for unexpected expenses, raising the difficulty of job transitions and leaving them further away from goals like eventual homeownership—let alone retirement.”

Source: WSJ


10 Truths Mutual Fund Firms Won’t Admit

  • November 6, 2014/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees, Mutual Funds, Saving Money, Scams & Schemes

mutualfunds

  1. “Cheap funds often outperform pricey ones.”
  2.  “We can’t beat the market.”
  3.  “When skill fails, we just double (or quintuple) our odds.”
  4.  “People aren’t buying our product…”
  5. “…except when we pay them kickbacks.”
  6.  “Hedge funds are our idols.”
  7.  “Our boards are rubber stamps.”
  8.  “Blame us for runaway CEO pay.”
  9.  “We played a starring role in the financial crisis.”
  10.  “Our lobby crushed bipartisan efforts at reform.”

Source: MarketWatch


Recent Posts
  • SVB and bank collapses March 14,2023
  • 529 Rollovers (coming soon) February 6,2023
  • SECURE Act 2.0 (2023 changes inside) January 5,2023
  • Time-sensitive planning (action needed) November 2,2022
  • Market lessons you should know (inside) October 18,2022
Archives
  • March 2023
  • February 2023
  • January 2023
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • December 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • November 2019
  • October 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • November 2010
  • October 2010
  • September 2010
  • August 2010
Categories
  • 401(k)
  • Annuities
  • Behavior
  • Best Practices
  • Bonds
  • Charitable Donations
  • Economy
  • Fees
  • Fiduciary
  • Financial Planning
  • Investing 101
  • Live Well
  • Market Outlook
  • Mutual Funds
  • NorthStar
  • Performance
  • Personal Finance
  • Planning
  • Retirement
  • Saving Money
  • Scams & Schemes
  • Seeking Prudent Advice
  • Tax Planning
  • Uncategorised
  • Uncategorized
  • Weekly Market Review
ABOUT US

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.



CLIENT TOOLS
CONTACT
  • (704) 350-5028
  • info@nstarcapital.com
  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)
  • fax: (704) 626-3462
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.