Monday, June 8, 2026
How much should you save for college, and when does student debt become too much? Learn how North Carolina families can evaluate college costs, explore affordable options, and avoid sacrificing retirement security.
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Friday, March 6, 2026
Recent geopolitical developments have created market volatility and investor concern. In a recent ABC11 interview, I shared perspectives on how investors can navigate uncertainty by focusing on long-term planning and disciplined investment.
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Tuesday, October 7, 2025
Featured on ABC11, we shared key financial guidance for those impacted by the potential government shutdown, especially federal employees and high earners. Learn why adjusting your spending early could protect your future.
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Monday, June 16, 2025
Stay informed with our 2025 Mid-Year Economic & Tax Law Update. In this quick video, we cover key market trends, updated tax rules, and what they mean for your financial goals in the second half of the year.
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Monday, April 21, 2025
Gray Pendleton was featured twice on ABC 11 News to discuss recent market volatility, inflation, and long-term financial strategies. Watch the clips and get insights to help guide your investment or 401(k) plan decisions.
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Wednesday, April 9, 2025
Gray Pendleton was featured on ABC 11 News on April 8 to break down market trends, inflation, and what investors should watch this spring. Watch the full segment and get insights.
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Tuesday, January 14, 2025
Happy New Year and welcome to 2025! We hope you and your family had an enjoyable holiday season. We are excited to see what the new year will bring. The year 2024 was filled with many significant events.
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Thursday, November 14, 2024
With nearly 50 years of history, we discuss market volatility, political unrest, tax planning strategies, and potential economic scenarios. We aim to help clients navigate various economic challenges and plan for the future.
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Thursday, November 7, 2024
In this video, we discuss the impact of the recent election on equity markets and investments. I highlight the importance of focusing on long-term financial plans rather than making emotional decisions based on political outcomes.
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Tuesday, October 15, 2024
Hello everyone, this is Gray Pendleton presenting our Economic and Market Update for 2024 Workshop. I discuss the market performance, interest rate cuts, tax planning, and the potential impact of the upcoming election on tax laws.
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Monday, July 29, 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to... Also posted to our YouTube Channel: https://www.youtube.com/watch?v=MYlVdgSWMmc
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Monday, July 15, 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates. However, during the quarter, strong performances...
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Thursday, April 11, 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the...
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Wednesday, March 15, 2023
Medicare is confusing. From parts Medicare parts A,B,C &D to Medicare Supplement / Medigap plans A,B,C,D,F,G,K,L,M & N, there is a lot to think about and plan for. Some decisions cannot be reversed, so plan wisely. Enjoy this 30 min video.
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Monday, March 13, 2023
President Biden released a plan to increase taxes and spending. In this 17 minute video we review the plan, as well as some of the effects of the SECURE ACT 2.0 and how it will affect both savers and retirees.
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Friday, March 10, 2023
With inflation, war and bank failures, there is a lot on our plate this year. In this 17 minute video we review our thoughts on the economy as well as planning ideas for 2023 and beyond.
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Monday, February 20, 2023
In this 12 minute video we review some tips related to your 2022 tax returns as well as planning ideas for the 2023 tax year and beyond.
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