Before choosing a professional to help you plan and achieve your long-term financial goals, it’s important that you understand the differences between a registered investment adviser (RIA) and a stockbroker.
Read More...In this special edition, we take an in-depth look at women, work and retirement including the earnings deficite faced by women, working mothers, women’s retirement needs, women’s healtcare costs and more.
Read More...When the 2011 holiday shopping season kicks-off on Black Friday (the day after Thanksgiving, not the stock market crash of 1869), many retailers are expecting good things from consumers despite high unemployment, tight credit and a volatile stock market. In fact, several leading retail analysts are predicting modest sales increases over last year.
Read More...In this edition, we look at analyst’s estimates for this year’s holiday shopping season.
Read More...No one likes to think about aging-related issues such as retirement, debilitating illness or death. But, almost everyone agrees on the importance of planning for such eventualities.
Read More...Recently the Dow Jones Industrial Average met one of our criteria for a cyclical (short-term) bull market and it is something we are watching closely. As we’ve mentioned in previous, we are in the midst of a secular (long-term) bear market, but we are optimistic regarding a fourth quarter rally.
Read More...In this special issue, we profile some of the services we offer including small business succession planning, real estate investment consulting and adminisrative trust services.
Read More...In this issue, we look at historical market performance during the fourth quarter to tease out a prediction for this year.
Read More...Probably the most important work we do is helping clients get through difficult times. Whether it’s a catastrophic event such as the death of a spouse, a debilitating illness, or a challenging financial situation, making sure our clients succeed—both emotionally and financially—in overcoming these hardships is our top priority.
Read More...If you read, listen to, or watch the mainstream media, you get the impression that 1) not raising the debt ceiling, 2) a possible U.S.default on its obligations, and 3) the downgrade of U.S. Treasury securities are creating a perfect financial storm that will bring the U.S.economy to its knees.
Read More...In this issue, we evaluate the political debate going on in Washington over raising the debt ceiling. We also look at the possible downgrade of U.S. treasuries by the nation’s leading ratings agencies.
Read More...The role of REITs in creating a more stable three-legged stool of retirement security
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New Bern, North Carolina 28562
Telephone: 252-633-0107
Fax: 252-633-3917
Copyright © 2011 D.L. Blain & Co., LLC Private Wealth Management
