facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


Check out our past newsletters below for helpful financial planning information and insights.

Happy Thanksgiving: Here’s What We’re Grateful For Thumbnail

Happy Thanksgiving: Here’s What We’re Grateful For

If there’s ever a time when we need to stop and take stock of all that we have to be grateful for, it’s now. When we said goodbye to 2020, we started the new year with hope and crossed our fingers for a turnaround. But even though 2021 has brought its own set of challenges, both globally and personally, we still have so much to give thanks for.

The Best Restaurants in Durham Thumbnail

The Best Restaurants in Durham

If you’ve been following our newsletter, you know about our true love for Durham. We enjoy the big-city fun and relatively small-town feel—a combination that’s hard to find. The big city means we have endless eating options, and since our family loves to entertain and host, our visitors are frequently impressed. But it’s not just us, the New York Post encouraged readers to go to Durham, calling it “The Foodie Capital of the South.”

Why We Love Living in Raleigh-Durham Thumbnail

Why We Love Living in Raleigh-Durham

As a UNC graduate, Raleigh-Durham has been home for many years. My wife and I have built our family, support system, and careers here. We could have easily moved away, but there are countless reasons we’ve remained rooted in North Carolina and plan to call the area home for years to come.