Welcome to our video and web blog series! Please let us know if you have any questions. Feel free to call us at 919.781.4167 or us at info@pendletonfinancial.com to schedule a time to discuss.
Tuesday, February 9, 2021
Big changes are here for 2021! We give a brief outlook on where we are in the markets, as well as where we think markets are headed for the year. Lastly, we review some planning issues to be aware of for the coming years and beyond.
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Thursday, October 29, 2020
The SECURE Act changed a lot about 401ks and IRAs. This is still pending but is a good idea to review for how these potential changed may affect you and your retirement funds and plans.
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Tuesday, October 27, 2020
This video reviews several year-end tax planning ideas for you to consider.
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Monday, August 24, 2020
The attached video in the link below reviews some helpful information about where we are in the economic recovery along with some timely planning topics for you to consider.
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Friday, December 2, 2016
Are you reducing your taxes as much as you can through your Qualified Retirement Plan (QRP)? Deferring taxes by saving into a QRP allows you to reduce your taxable income in the year those savings are made, thereby reducing your taxes...
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Friday, June 24, 2016
Summary: The markets are shaken by Great Britain’s decision overnight to exit the European Union. Markets will continue to fluctuate in the short-term and we are hoping to use any significant lows as buying opportunities....
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Friday, April 15, 2016
New businesses in emerging and "disruptive" industries seeking to raise cash and grow quickly, aka start-ups, are having some hiccups in their pricing. Following the swoon in the public markets in January and February, investors in...
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Friday, April 8, 2016
The Department of Labor recently introduced their long awaited regulation governing advice given to retirement plans and retirement accounts. It basically says that if offering advice to either, Financial Advisors must act as...
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Tuesday, April 5, 2016
We are thrilled to announce the birth of our son and grandson… and next generation of our family business! Gray Ellis Pendleton, Jr. “Ellis” was born on March 21st at 5:40 PM at WakeMed Hospital. Ellis was born one...
Read MoreIn the United States, the economic picture remains as strong as it has been for the past few years. The stock markets are the one thing that is negative for the US but we feel this recent market negativity is overblown. We are...
Read MoreMarkets are volatile as things have come to a head in debt-laden Greece, Chinese stock markets rise and fall, and Puerto Rico faces its own debt crises. Throw on top of all this terrorist attacks by ISIS, fears of Russian intervention...
Read MoreTriangle Business Journal on Tuesday unveiled its 2015 class of 40 Under 40 Leadership Awards winners.The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to...
Read MoreStocks There is a definitive duopoly in the markets. We are at all-time highs and this scares people immensely. It also makes some absolutely euphoric. The economy is considerably weaker than it has been in any recent recovery so the...
Read MoreMarkets | Economy | IdeasA Choppy Year for StocksThe stock market this year has been like flying through turbulence in a circle: Many ups and downs only to end up in the same place. This S&P 500 rose only 0.4% in the first quarter, but...
Read MoreA Greek Drama for the Mediterranean Talks in Greece about restructuring their debt seem to have encouraged traders this week. Greece got into this mess by its lavish social welfare programs, poor government accounting, and inability to...
Read MoreRepeat of the 1930’s?Currencies have been vacillating wildly these past few weeks. The Swiss Franc’s intense movement last month was due to ending their “peg” to the Euro. This has allowed the Franc to be valued at its true value and...
Read MoreThe biggest news of the week was the sharp increase in the Swiss Franc (Switzerland’s national currency, abbreviated CHF). The CHF had been pegged to the Euro since 2011 until last week when this was ended in a surprise move by the...
Read More"If you don't know where you are going, you'll end up someplace else." - Yogi Berra This seems easy until you realize you can't do everything you wanted to. You won't be able to live that life you always dreamed of. I call B.S. If you...
Read MoreFord was in dire straits, and likely headed for bankruptcy/government dependence had it not been for Alan Mulally, brought in as CEO in 2006, just months before the financial collapse. His skill at turning around the giant auto maker...
Read MoreInvesting for Corporations and Businesses Recently we had someone come to us with a proposal to manage their corporate investments. Amazingly, they were not aware they could deduct dividends received from ownership of other...
Read MoreWhen it comes to retirement plans and retirement planning, nothing is easy. There are a few options for businesses when they are looking to establish a retirement plan for their employees and business owners. There are many reasons to...
Read MoreNearly $0.50 of every $1.00 of income in many trusts will be removed from the trust and transferred to the government through taxes. Income taxes increased in 2013 as a result of the new 3.8% Medicare Surtax. As a provision in the...
Read MoreMark Laport CEO, Concord Hospitality Company and Fielding Miller CEO, CAPTRUST Financial Advisors were two of the speakers at the Raleigh Chamber Young Professionals Network event on May 22nd. I asked them both two questions to spark...
Read MoreThe below article is an excerpt from the Raleigh News & Observer, where our own Gray E. Pendleton was quoted about the Affordable Care Act or Obamacare.Column: Health care deadline approaching By Carla Turchetti CorrespondentMarch 24,...
Read MoreReaction to Health Reform and Actions to Comply: Two-thirds of CFOs said their companies will keep their existing healthcare plans as they comply with the Affordable Care Act (ACA) otherwise known as Obamacare. In contrast, 13 percent...
Read MoreOn October 31, 2013, the IRS announced cost-of-living adjustments for 2014 that apply to defined contribution retirement plans and defined benefit pension plans. The limits for 401k and IRAs remains unchanged while other limits...
Read MoreA big change to the rules governing health flexible spending accounts (FSAs) was recently announced by the Internal Revenue Service (IRS). On Oct. 31, the IRS released Notice 2013-71, which relaxes the “use-or-lose”rule for health FSAs...
Read MoreIn December 2012, the IRS issued proposed regulations that included a transition rule for elections made under a cafeteria plan with a non-calendar year plan year. Under this rule, an applicable large employer could amend its cafeteria...
Read MoreOn May 3, 2013 the IRS released a notice of proposed rulemaking on Minimum Value and Affordability and other items. Contact our benefits team for assistance with understanding health reform and its impact on your business! Wellness...
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