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Better or worse? (big question inside)

  • April 15, 2022/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well
Today, I have a big-picture question for you if you’re interested.

While absorbing the recent news, we can be forgiven for thinking that the world is going off the rails.

There’s a global pandemic, worrying inflation, atrocities in Ukraine, and “unprecedented” developments everywhere.

A fear arises that it’s all getting worse, somehow.

If we feel that way, we’re not alone. A lot of people feel that way.1

So, let’s ask the big question: Is the world getting worse? Or is it actually getting better?

Honestly, I’m not sure that question can really be answered.

Why?

I imagine that you’ve heard the statistics of how far the world has come in terms of measurable progress (it’s pretty amazing).

But, though it might be nice to know that global poverty is down or that the rate of people killing people is historically low, that’s not really helpful when you’re getting gouged at the pump, your kid is home sick, and you’re seeing images of ruined lives on the news.

For the first time in human history, we can instantly communicate with folks thousands of miles away and see what they’re doing.

We have access to real-time news from everywhere in the world, and because of how the news is constructed, it’s nearly always the bad stuff that gets our attention.

Most of us spend hours each day consuming media of one kind or another.2

The question we ask each other has changed from “how are things in your neck of the woods” to “have you heard about {crisis of the moment}?”

We’re human. We live our lives one day at a time inside a fairly small bubble. And that bubble is easily influenced by daily hassles, media filters, and our own outlook on the world.

So, what do we do? How do we combat the existential dread and pessimism?

I think this is a serious and important question, by the way.

We need to know how to put things into perspective, for ourselves, for the children and young people who look to us for guidance, and for our loved ones who might need a boost.

A few ideas:

Invest time in relationships with the people we love.

Be selective in the news and media we consume.

Follow our faith if we have one.

Look for beautiful moments and treat them with awe (like that little girl at the fair in the photo above).

Make art, make music, and build something beautiful.

Volunteer, donate, and be the change we want to see.

What do you think? Any advice for keeping it positive?

I’ll close by asking you: How are you doing?

What’s going on in your neck of the woods?

Positively,
Dr. Chris

P.S. Why is a practice of positivity so important? Well, it keeps us from making fear-based decisions, for one. I also think it helps us make our little corner of the world better. Johns Hopkins University thinks it might be a big deal for our health.3

1https://www.pewresearch.org/fact-tank/2019/03/21/looking-ahead-to-2050-americans-are-pessimistic-about-many-aspects-of-life-in-u-s/

2https://www.statista.com/topics/1536/media-use/

3https://www.hopkinsmedicine.org/health/wellness-and-prevention/the-power-of-positive-thinking

 

Chris Mullis photo
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Chris Mullis, Ph.D., CDFA®
NorthStar Capital Advisors
704-350-5028 ext 7
chrismullis@nstarcapital.com
521 East Blvd, Charlotte, NC 28203
RetireNorth.com
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Celebrating 16 Years • 2006-2022

 


Hard times (hope inside)

  • March 15, 2022/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well
Hard times are here.

(I’m still optimistic, though; I’ll explain why at the end.)

People are dying, running for their lives, and watching everything they’ve worked for go up in literal flames.

And, because of technology, we’ve got a front-row seat in real time.

Energy prices are spiking, markets are gyrating.

Oh yeah, there’s still a pandemic.

Sometimes, it’s just one thing after another and everything all at once.

What do we do? How do we deal with it?

I think it depends on the day.

Some days, we’re overwhelmed and struggle to make progress.

Other days we press on and focus on putting one foot in front of the other.

Some of us look to our faith for guidance.

We also remember that humans are resilient creatures who have survived and thrived through some terrible times.

We remember that we’re not alone.

You’re not alone. I’m not alone. They’re not alone.

We reach out for help on our bad days and offer support on our good days.

We volunteer, donate, speak up, and take action.

I was a big Mr. Rogers fan growing up.  He had me from the moment I saw “Trolley” because I lived and breathed trains as a child.

There’s a quote by Mr. Rogers that often shows up during crises:

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’”

As adults, we’ve got a greater burden to carry—we must become the helpers.

I think the secret to getting through is kindness and love.

If we look closely, we can find it happening right now.

Volunteers leaving strollers for Ukrainian families who will need them when they arrive in Poland and Slovakia.1

Residents of a refugee camp throwing a birthday party for a 7-year-old girl.2

Berliners welcoming refugees in train stations and opening their homes.3

Groups greeting Afghan refugees with open arms and housewarming gifts in Detroit.4

In the midst of everything, we can offer each other kindness, encouragement, and support.

Hoping for peace,
Dr. Chris

P.S. Looking for ways to help Ukrainians? Here are a few.

P.P.S. Markets are reacting to energy prices, economic concerns, and uncertainty as we’d expect: with extreme volatility.  Remember the stock market is like yo-yoing while climbing Mount Everest — lots of ups and downs in the short term, overlaid on a relentless uptrend. If you have questions about what you should or should not be doing around your portfolio, let’s talk about that!

1https://www.usatoday.com/story/news/politics/2022/03/07/strollers-ukraine-polish-train-station/9412895002/

2https://www.newsweek.com/refugee-camp-throws-birthday-celebration-7-year-old-ukrainian-girl-1685113

3https://www.bbc.com/news/world-europe-60611188

4https://www.detroitnews.com/story/news/local/wayne-county/2022/03/05/resettled-afghan-refugees-given-housewarming-kits-faith-groups/9323799002/

Chris Mullis photo
NCA Logo
Chris Mullis, Ph.D., CDFA®
NorthStar Capital Advisors
704-350-5028 ext 7
chrismullis@nstarcapital.com
521 East Blvd, Charlotte, NC 28203
RetireNorth.com
LinkedInFacebookTwitter
Celebrating 16 Years • 2006-2022

 


Powerful 2022?

  • December 30, 2021/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well
What do you think about starting a new year with resolutions and goals?

Do you like to plan your year that way or do you prefer to just wing it?

We made a quick video talking about three simple (but powerful) questions you can use to set the stage for an amazing 2022.

You can watch it here.

 

Transcription:

Hi, I’m Dr. Chris Mullis with NorthStar Capital Advisors, and I’m here to help you launch 2022 with a great mindset.

In this video, I’m going to talk about three simple (but powerful) questions you can ask yourself to set the stage for an amazing year, even when so much around us is unpredictable and up in the air.

One question before we start: why set goals or intentions at all?

Sure, you could just show up and wing it, but if you’re watching this video, I bet you’re someone who wants more out of life.

And starting your year with a focus on where you want to go, is a great way to be more mindful of what you take on and how you spend your time.

What do you want more of this year?
Is it time? Travel? Experiences?
Commit them to paper.

How do you want to show up for your family, your friends, and your community?

Who is most important to you and how can you invest in those relationships?

What do you want to get better at this year? Personally? Professionally? Mentally? It’s all fair game.

As we close the door on 2021 and set the stage for 2022, there’s a lot that is beyond our control.

That’s why setting a direction is so critical: we can achieve incredible things by paying attention to what’s most important to us and intentionally focusing on improvement.

To throw a sports analogy at you: a player can’t control whether their team makes it to the championship, but they can improve their odds by perfecting a skill, improving their mental game, and supporting their teammates.

Thanks for watching. If you have a question about what I’ve discussed with you or you’d like to speak personally about what’s going on, please send me a message. I’ll respond personally.

Whatever 2022 holds, I hope it brings you joy, excitement, and prosperity.

 


Why I think good stuff’s coming

  • March 2, 2021/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well

For the past year, it has seemed (to me, anyway) that the stream of bad news has mainly been interrupted by worse news.

Every week it seems we’re confronted by death tolls, natural disasters, political shenanigans, business closures, viral variants, and more.

It’s so easy to become fixated on doom scrolling and negative headlines. The media makes that easy.

But what if things are getting better?

How would your life change if things were getting back to normal?

Are you ready for that?

Because I think we’re on the upswing.

Here’s why I think things are going to get better rapidly in 2021.

Vaccines are proving to be effective against COVID-19 and we’ve got several of them.1

At least one (the newly approved Johnson & Johnson vaccine) is effective against the vicious new variants that have popped up.2

Vaccine rollouts are going (kinda) well and are accelerating. Once a large proportion of Charlotte and cities across America are vaccinated, we can expect to see community transmission rates plummet and normal life resume.

Imagine what that will feel like.

Economists think a tidal wave of growth is coming and the economy will roar back this year.3

That’s good news for businesses, workers, and markets.

The next round of stimulus looks like it’s going to get passed in the next couple of weeks, getting money into the pockets of the folks struggling to pay bills and keep their businesses open.

That’s a lot of good news.

What do you think, are you ready to start planning life after the pandemic?

What’s the first thing you will do when it’s safe?

Me? I’m going to give everyone I love a big hug.

I can’t wait.

Does that mean that everything’s going to be just peachy?

I wish it would, but I don’t think it will. We’ve lost too much and still have too much to do.

The 500,000+ folks we lost to the pandemic. Each one a vibrant member of our society and a loved one.

The millions of jobs that probably aren’t coming back.4

The medical staff, essential workers, and teachers who are burning out under the strain of a pandemic.

The divisions in our society that still remain.

Markets are frothy and volatile and will likely remain so. A temporary sell-off is quite possible.

But, I’m hopeful for 2021.

Are you?

Yours optimistically,

Chris Mullis, Ph.D., CDFA®
Founding Partner
Reduce Taxes. Invest Smarter. Optimize Income

AskNorthStar.com       (704) 350-5028

P.S. Though the new stimulus bill has been passed by the House, it still has a ways to go before being passed into law.5 And it’s likely that the Senate will make modifications before passing it.

1https://www.cbsnews.com/news/pfizer-covid-19-vaccine-effective-real-world-study-israel/
2https://www.cnn.com/2021/02/26/health/johnson-and-johnson-vaccine-effective/index.html
3https://www.businessinsider.com/economic-outlook-stimulus-vaccines-gdp-growth-strongest-decades-fed-williams-2021-2
4https://www.washingtonpost.com/road-to-recovery/2021/02/17/unemployed-workers-retraining/
5https://www.cnn.com/2021/02/26/politics/stimulus-package-covid-relief-house-vote/index.html


What makes you happy?

  • February 17, 2021/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well
There’s a lot we could be talking about this week.

The pandemic.

Vaccination rates.

Earnings.

Impeachment.

Markets.

Stimulus bills.

Instead, how about we talk about something nice?

What makes you happy?

What does “happiness” even mean?

Is it a temporary state? Is it a long-term thing?

I’ve heard happiness called being mindful of small moments of joy.

I like that definition because it implies that happiness is a practice that we can cultivate.

Is there a special recipe for achieving happiness?

Maybe.

I’ll start. My personal recipe for happiness might be:

MEDITATION + FAMILY + FRIENDS + FULFILLING WORK + BIRDWATCHING/HIKING/CAMPING/BIKING + GRATITUDE = happiness

If I can get some of that into each day, I can call it a happy one.

I’ve also found that simple things bring me joy, even when I’m stressed or not feeling my best.

Smiles and laughter of our children.

Sounds of the kids’ piano pieces wafting through the house.

Time spent in nature, breathing in the air and hearing the birds.

Losing myself in a book.

An invigorating walk with my wife.

What do you think?

What’s your personal recipe for happiness?

What simple things feed your soul?

Has it changed over time? Has it changed over the last year?

Please write me at chrismullis@nstarcapital.com and let me know. I’m excited to hear from you.

Be well,
Chris

Chris Mullis, Ph.D., CDFA®
Founding Partner & Financial Planner
Reduce Taxes. Invest Smarter. Optimize Income

AskNorthStar.com      (704) 350-5028

P.S. The market boom times are here, and a lot of folks are looking for magic bullets. But there aren’t any. It’s easy to look brilliant in a rising market or feel like you’re missing out on a hot trend. But the tide will turn. It usually does. If FOMO is keeping you up at night, (or keeping your kids up at night because they’re experiencing their first big bull market) please reach out. We’ll talk about the difference between gambling and investing. And how building wealth takes consistent, incremental progress, not chasing fads.


Lessons from 2020 to make 2021 stronger (3-minute video)

  • December 30, 2020/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well, Personal Finance
We’ve made it through a hard, tumultuous year. And we’re still dealing with a pandemic and an uncertain economy.

While we may not feel the usual sense of a “fresh start” this New Year, we can use the transition as an opportunity to consider some valuable lessons that can help us navigate the next set of challenges.

We made a short video reflecting on three lessons we learned in 2020 that we think can make us stronger in 2021.

You can watch it here.

 

Transcription:

Hello, I’m Dr. Chris Mullis with NorthStar Capital Advisors. 2020 was a challenging year for me. Was it challenging for you as well?

Every December, I like to take time to reflect on the past year and think about what I learned. I think that’s more important than ever this year, and I wanted to share my thoughts with you. I hope they’re useful to you as you take stock of 2020 and plan for the new year.

Though 2020 was immensely challenging for me personally and professionally, the difficulties held valuable lessons for me. Here are three lessons I’m planning to keep in mind as we head into the new year.

Lesson #1: Expect the unexpected.

I know, it’s easier said than done, but it’s so true. I can’t count the number of plans I had to change, reschedule, or even cancel this year. You know one of the things that I missed the most is the joy of seeing my children’s musical performances.

In my work, I’ve learned to help clients build contingencies and backup plans. Now, I’ve incorporated that into my personal life so that I can switch gears whenever circumstances change. And the more I “go with the flow,” the more creative I’m becoming at finding solutions when new roadblocks pop up.

Lesson #2: Appreciate what you have.

We’ve all experienced losses this year, and some of those losses were profound. And yet we’re still here. That, in itself, is a gift. In 2021, I’m going to take more time to recognize the blessings in my life, especially when I’m feeling anxious or under stress. Personally, I’m grateful for my family, good health, and good neighbors. And I’m especially thankful for folks like you.

Lesson #3: Ask for help.

We’re none of us an island, especially during challenging times. Asking for help and support from the people around you is a sign of strength and courage. During this past year I’ve leaned on the strength and wisdom of fellow advisors to adapt, improve and grow professionally. And I’m going to keep doing that.

In 2021, I hope we can both recognize when we’re not at our best and reach out for support when we need it. Now I’d like to hear from you. What did you learn from 2020, and what are you taking with you into 2021?

Will you please drop me a note to let me know?

As a financial planner, I’m used to being someone in the know, but I also learn so much from my clients and my friends.  Can you teach me a lesson from your own experiences this year?

Are you still feeling shell-shocked by 2020 or thinking about financial goals for the new year? Just me drop a note to let me know. I’ll reach out.

Thank you for being on this incredible journey with me. I’m so honored by your trust and I look forward to learning many new lessons together in the year to come.


Our Warmest Wishes!

  • December 15, 2020/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well, Personal Finance
As this crazy, eventful year comes to a close, we’d like to offer a heartfelt “thank you” for being part of the NorthStar Capital Advisors universe.

We are so deeply grateful for you allowing us to be part of your journey to a stronger financial future and we’re sending you our warmest wishes.

2020 was a year of immense uncertainty, global shocks, and worry. It was also a year where the indomitable human spirit shined.

We don’t yet know what 2021 will bring for us, the markets, or the economy. We have a new president who might bring big changes (including increasing taxes on some folks). New vaccines and treatments will help whittle away the pandemic’s threat. Life will go on.

There’s a lot we can’t control about the future, but we can control a few things.

As we usher in a new year with great expectations, can we commit to a few things together?

Harnessing Our Dreams Amid Uncertainty
A lot of dreams were deferred this year. But let’s move forward and recommit to them even if they look a little different in our new world. Our job together is to help you grow and protect your wealth so you can use it to reach your aspirations, retire in comfort, create change in the world, and leave a legacy of love.

Building Up Ourselves (And Our Behaviors)
With so much out of our control (the markets, the economy, pandemics, and other shocks), it’s so important to focus on ourselves, our hopes, our goals, and our dreams. Identifying the choices in our control isn’t just a good financial lesson, it’s a great life lesson. There’s a quote we like from the Stoic philosopher Epictetus, who said:

“The chief task in life is simply this: to identify and separate matters so that I can say clearly to myself which are externals not under my control, and which have to do with the choices I actually control.”

Increasing Our Kindness And Patience
In a time of political polarization and increasing social chasms, let’s commit to treating each other with kindness, patience, love, and respect. We’re not sure who originated this quote, but we try to keep it in mind when we talk to folks we disagree with:

“Be kind, for everyone you meet is fighting a hard battle.”

Focusing on Time in the Market, Not Timing the Market
Timing the market is impossible to do consistently and well. Even for the pros who spend their lives watching six monitors at a time. The best day to invest in the market is the day after you get paid. The most potent factor you have as an investor is time. Markets are unpredictable, and those who jump in and out based on emotion or “gut feelings” about tops and bottoms typically do worst of all.

What else should we commit to together?

In closing, please accept our gratitude, our good wishes, and our thoughts for the year ahead. May you and yours enjoy warmth, love, and success in 2021.

Warmest Wishes,
The NorthStar Team


At Thanksgiving and always…

  • November 25, 2020/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well

It’s a season for giving thanks. And we wanted to thank you, our dear clients and friends, for allowing us to do what we love every day.

We’re thankful for the opportunity to work toward a mission that we truly believe in — helping families and communities articulate, underwrite, and fully embrace their great lives.

Please know that at Thanksgiving and always, we’re grateful for you.

May the good things in life be yours in abundance throughout the holiday season.

Happy Thanksgiving!
The NorthStar Team


Kintsugi: How adversity can unlock growth.

  • November 17, 2020/
  • Posted By : admin/
  • 0 comments /
  • Under : Live Well
This year has been difficult for many of us, often in ways we could never have anticipated.

Some of us might even feel shattered.

But often, when we put ourselves back together, we’re stronger for it.

We made a short video showing how you can reflect on this year and discover how you’ve grown (or are still growing) as you put the pieces of 2020 together and consider your next steps.

You can watch it here.

Click to watch it here.

 

Transcription:

Hello, I’m Dr. Chris Mullis with NorthStar Capital Advisors and I’m here to help put this year’s adversity into perspective and learn from it.

Recently I’ve been thinking about a Japanese art called Kintsugi. Have you heard of it? When a piece of pottery becomes broken, the artist puts the pieces back together using gold lacquer. This results in a unique work of art that’s far more striking than the original, unbroken version. At its core is the philosophy that scars and imperfections shouldn’t be hidden, they should be embraced and highlighted to create something more beautiful than before.

I think we can learn a lot from that philosophy. Especially this year.

I don’t know your circumstances as you watch this video. Maybe the life you thought you were living is in pieces around you. Maybe you’re just getting by. Maybe this year was your time to shine.
Wherever you are, I’d like you to take a few minutes to reflect on the lessons you can take from your experiences this year.
 
Why? Because hard times can teach us so much about ourselves if we take time to stop and think.

Here are five questions I’d like you to consider.

Question #1 — What “fell apart” for me this year? 

While for some of us it may be tempting to just say “everything,” really take a moment to list the plans that were canceled, opportunities that were lost, relationships that changed, and so on.

Question #2 — How did I adapt to the things outside my control? 

Maybe you planned a zoom wedding. Maybe you stopped working to stay home with kids or elderly parents. Maybe you re-examined your spending or decluttered your house. Or maybe you broke down. All answers are OK.

Question #3 — What did I learn that surprised me? 

Did you discover a new passion for cooking? Did you learn new things about your friends and family? Did you discover that you actually miss spending time in the office? Any surprise, good or bad, can make the list.

Question #4 — How have I grown from these experiences?

Maybe you’ve questioned some long-held beliefs or shifted your priorities. Or perhaps you found strength you didn’t know you had. Reflect on the many ways you’ve become more resilient this year.

Finally, Question #5 — What am I grateful for?

Gratitude and thankfulness are so important. Especially during the tough times. Research consistently shows that people who actively notice and express the things that make them grateful are much happier. So give it a shot. No matter how big or small, list the things you’re grateful for.

I’ll start. I’m so grateful for my family and particularly my wife Rita. I couldn’t have gotten through this year without them. I’m also grateful for my clients and my friends. And I’m grateful for you, taking the time to watch this video.

When a cup shatters on the floor, we can’t put it back together exactly as it was before. But we can accept and embrace its history — and make something better and stronger with the broken pieces.
Whether you’ve felt more like the shattered cup or the shining gold lacquer this year, consider the ways you’ve grown from the experience and how you’ll use them to become stronger.

You may be in the middle of a growing pain right now.  If there is anything I can do to help you make sense of your current situation or make a new plan for moving forward, please reach out anytime. I’m here to give you a hand if you need one.

Thank you and be well.


7 Reasons Life Is Actually the Best It’s Ever Been

  • September 2, 2020/
  • Posted By : admin/
  • 0 comments /
  • Under : Economy, Live Well

If you could be alive at any time in history, when would it be? Would you choose to live right now? Objectively, things aren’t easy for most of us right now. We’re facing social, economic, health, and environmental crises. With all the chaos of today, it can be tempting to lean on nostalgia and believe previous generations had it better or easier. And it can make us long for what seem like simpler times.

We may be too focused on the details to see the big picture. With a look at how far we’ve come, we can more clearly see how good we have it and how things, in many ways, really are getting better.

Consider these seven reasons life is actually the best it’s ever been.

#1 Life Expectancy

We’re living long than people have ever lived before.  Worldwide, more than 3 in every 4 people live to be at least 65 years old.  In the US, life expectancies for men and women have increased by more than 10 years since 1950.  That’s 10 more years the generations before us didn’t have to enjoy retirement, spend time with family, and take in more of the life’s wonders.

#2 Health Care & Medicine

Progress in medicine and health care is one of the reasons we’re living longer than ever. In fact, since 1980, MRIs have been invented, smallpox was eradicated, artificial hearts were developed, and the human genome was sequenced. These and other advancements have done more than just extend the length of people’s lives. They’ve also compressed end-of-life decline, meaning people live better lives longer.

#3 Poverty & Income

Globally, poverty rates have dropped by more than 50% since 2000. In the U.S., 8.4 million people have risen out of poverty since 2014. Also promising, average earnings in the U.S. have increased nearly 20-fold since the 1950s. Adjusting for inflation, some experts say wages have grown by at least 35%, increasing Americans’ purchasing power today when compared to 70 years ago.

#4 Technology

Technological advancements have changed so much of how we live and navigate the world. Since 1950 alone, new technology has brought us credit cards, artificial intelligence, the internet, electric cars, cellphones, and GPS technology. These and other innovations have made our lives easier, safer, and better. In fact, while new tech can save time and reduce effort, it can also help save lives.

#5 Crime

Despite the headlines, over the last 25 years, crime has dropped dramatically in the U.S. Violent crime, like assault, robbery, and homicide, has fallen by more than 51% since 1993. Over the same period, property crime, like theft and fraud, has followed the same trend, dropping by more than 54%.

#6 Working Conditions

Labor conditions and laws have come a long way since the early 1900s, creating safer environments with better protections for workers. From safety regulations and wage laws to discrimination and child labor laws, U.S. workers are better protected than ever. Beyond safety, workplaces are also more diverse than ever before. In fact, the U.S. workforce has seen a surge of older workers, minorities, and women over the past 25 years.

#8 Quality of Life

Quality of life has improved sharply over the last 100 years, with astounding improvements in living standards across all socio-economic divides. In fact, the average standard of living in the U.S. today would have been envied by even the greatest rulers two centuries ago.

By most standards, we’re living longer, happier, better lives than our great-great-grandparents did.

 


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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.



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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.