Mix and Match

It’s early April, the first quarter just ended, spring (pollen) is in the air and The Masters is on television. Last week, Augusta National played host to eighty-seven of the best golfers in the world. Eighty-one of these are professionals and six are amateurs invited by Augusta National to compete in one of the most prestigious events in golf. Sitting back watching the tournament, it occurred to us that there are tremendous similarities between investing and golf.

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Exciting News at Carolina Wealth

The Triangle Business Journal and the National Association of Board Certified Advisory Practices NABCAP recently honored Carolina Wealth Management, Inc. as one of a select group of Premier Wealth Advisors in the region. This independent review evaluated advisory practices representing many companies from the region before choosing the selected practices to be designated as Premier Wealth Advisors and listed in the Triangle Business Journal and designated to the Top Area Wealth Managers/Advisors List*.

The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. Given the chaos and uncertainty of our current economy and the Financial Services Industry, we believe investors can benefit from a trusted resource to help guide their financial well-being.

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Can you trust your financial adviser?

At Carolina Wealth Management, we often find articles online that we feel could be beneficial to our readers.  This week we wanted to share Liz Weston’s article Can Financial Advisers be Trusted?  In this article, Weston points out that not every consultant has their client’s investment needs as his or her top priority.  She explains key problems many face in finding a trustworthy adviser.  We feel that it is important to understand the difference between working with a “fiduciary” and a “non fiduciary” advisor.  To read the full article visit  Can Financial Advisers be Trusted?

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The Why and How of Rebalancing

75% stock/25% bond.

That's the current asset allocation of a portfolio that was 50% stock/50% bond at the outset of the current market rally—which stretches back to March 9, 2009. If the hypothetical investor had added more money to stocks during this period, as investors are often inclined to do when stocks are going up, the equity allocation would be even more lofty.

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The Not So Uniform Fiduciary Standard

To read more, clink the link below.

The Not So Uniform Fiduciary Standard

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Choosing the Right Small Business Retirement Plan

Among small employers (1 to 100 workers), most share a variety of critical priorities, such as managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their own financial security.  Fortunately, small-business owners also share an option that could help address all of those goals: sponsoring a workplace retirement plan.

A Look at Your Options

There are three broad categories of retirement plans available to small businesses.  The one you choose should reflect your company’s size, financial situation, and ability to comply with regulatory oversight and administrative responsibilities.  You may want to consult a financial professional to help you choose a plan that’s right for you.

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