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- Long-Term Care
- Aortic Stenosis
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- Cancer: General Overview
- Cardiomyopathy
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- Overweight or Obese Affects Life Insurance
- Cervical Cancer
- Asthma
- Buying Life Insurance: What Kind and How Much?
- Do You Need Disability Income Insurance
- Why Disability Income Insurance?
- Long Term Care Insurance: Research The Options Before You Buy
- The Basics of Long-Term Care Insurance
- Use Your Annuity to Pay for Long-Term Care Insurance
- Long-Term Care Insurance: Research The Options Before You Buy
- DWI, DUI, Alcohol Abuse History and Their Effect On Buying Life Insurance
- Life Insurance for People With Chronic Bronchitis
- Congestive Heart Failure and its Impact on Life Insurance Premiums
- Coronary Heart Disease: A Major Concern to Life Insurance Companies
- How Depression Can Increase Life Insurance Premiums
- Life Insurance for People With Diabetes
- How Heart Attacks Affect Life Insurance Premiums
- Breast Cancer Survivors and Their Struggle to Buy Life Insurance
- Life Insurance Ratings Explained
- Life Insurance for Ovarian Cancer Survivors
- How Prostate Cancer Affects Life Insurance Premiums
- Is Health Care Part of Your Retirement Plan?
- Prudential's Retirement Red Zone
- 29 Reasons to Own Permanent Life Instead of Term
- Own vs. Rent: Term vs. Permanent Life Insurance
- Life Insurance Awareness Month
- INFOGRAPHIC: So You Have Life Insurance But Is It Enough
- Life Insurance: Where to Start?
- Estate Planning Articles
- Naming Beneficiaries of Insurance Policies and Retirement Plans
- What You Need to Know About Your Will
- Estate Planning Checklist
- Inheriting Retirement Assets: What You Need to Know
- Does Your Financial Planning Include Charitable Giving?
- Getting Your Estate in Order
- Your Life-Planning Checklist
- Advance Directives: Planning Ahead for Your Own Care
- Simplify Estate Planning With a Living Trust
- The "Soft" Side: Your Financial Goals and Concerns
- Tax-Smart Investment Strategies
- Planning For College Costs? Be Sure to Do Your Homework
- Should Your Mutual Fund Strategy Go International?
- Preserving Wealth: Planning Steps for Your Stage of Life
- Retirement Income Planning: Why an Appropriate Withdrawal Rate Matters
- Understanding the Risks of Bonds
- Make The Most of Your 401K
- Redefining Retirement in the 21st Century
- How Much Do You Need to Retire?
- Retirement Plan Options for Small Business Owners
- Market Volatility and Your Retirement: Can Timing Change Your Plans?
- Estate Planning Checklist
- Try a Low Risk Strategy Instead of a Low Risk Investment
- Managing Retirement Assets in the Event of a Layoff
- Keeping Up With Your IRA: Tax Season Checklist
- The Good, the Bad, and the Missing
- Use Annuities to Plan for Your Future
- Taxes: What They Mean to You
- Hitting Your Peak
- Retirees Over 70 1/2
- What's in a Number? Choosing a Withdrawal Rate for Your Retirement Assets
- Is It Time to Rethink Your IRA Strategy?
- Understanding Inheritance Taxes
- Strategies for Financing a Grandchild's Education
- Three Steps for an Annual Retirement Tune-Up
- Keeping Up With Your IRA: Tax Season Checklist
- Tax Strategies for Retirees
- Don’t Let Inflation Erode Your Investments
- Chicken or the Egg?
- Need Retirement Income? Consider Annuities
- 2000s: Surviving the Decade
- Tools to Help Investors Gauge Risk
- A Financial Calendar for 2010 and Beyond
- Tips for the Tax-Savvy Investor
- Making Financial Tradeoffs on the Road to Retirement
- Planning for the 3.8% Medicare Tax on Investment Income
- Breaking Down the Taxpaying Population: Where Do You Fit In?
- College Savings Vehicles Compared
- College Financial Aid
- College Savings Chart
- Teach Your Children to Save for College
- The Yield Decline Resumes
- Net Worth: It’s Your Most Important Number
- Starting Up a New Business in Retirement
- Getting to Know Bonds
- Building a Bond Ladder
- Tax-Smart Investing Tips
- Five Strategies for Tax-Efficient Investing
- High-Yield Bonds: More Than Just "Junk"?
- Roth IRA Conversions: Beyond the Basics
- Nearing Retirement? Prepare for the Next Financial Phase
- RMDs Back on the Table in 2010
- Will You Be in the 1%? Surviving an IRS Audit
- Asset Allocation: Keeping Your Balance
- What Will This Year’s Super Bowl Indicator Tell Us?
- Making Sense of the Market [PDF Slide Show]
- Why to Stay Invested [PDF Slide Show]
- Spring Cleaning: Put Your Financial House in Order
- Transferring Assets to a 529 Plan
- The Search For Income: First Quarter 2011
- 2012 Retirement Plan Limits
- A Strategy to Pursue Your Retirement Goals and Beat Inflation
- 2013 Retirement Plan Limits
- Working With a Financial Advisor
- Balance is Better
- 2014 Retirement Plan Limits
- College Savings 101
- 2015 Retirement Plan Limits
- Tips for Transitions: Make the Most of Your Retirement Account Options
- College Prep: Five Reasons to Study Up on 529 Plans
- 401(k) Decisions — You Can Take It with You
- Sending Your Child to College
- End Of Year Tax Ideas
- Retirement Benefit Changes for 2014
- Annuities May Help Make Your Income Last a Lifetime
- Using Annuities to Generate Retirement Income
- Tax-Deferred Accounts: IRS Distribution Requirements
- Thank Goodness It's Almost Fall!
- How to sign up for the NC 529 Plan
- Market Hurdles May Lead to Attractive Opportunities
- Surviving Market Turbulence
- QE3 Video Winners and Losers - LPL Financial Research
- 401(k) In-Service Withdrawals
- The Elections Are Over... Now What?
- Resolutions & Taxes
- Cash Flow Maximizing
- Real Estate and Debt Management
- Who Wall Street wants to win Super Bowl
- Insurance Articles
- Referrals
- Video
- Shark Jumps and Snatches Fish From Couple
- [VIDEO] Why Work With a Financial Advisor?
- [VIDEO] How to Make Investment Decisions
- Insurance Optimizing Video
- LLG Financial Q&A - Taking Partial Social Security Benefits
- LLG Financial Q&A - Charitable Donation of Stock
- LLG Financial Q&A Video Series
- Carolina Hurricanes Alumni Hockey Game - Video
- LLG Financial Q&A - College Savings Options Chart Overview
- WNCN Story on College Debt featuring Jon Dewar
- [VIDEO] Long-Term Care: Securing Your Legacy
- [VIDEO] Wat Keys Introduction Video
- LLG Financial Q&A - Why Work With a Financial Advisor
- [VIDEO] Five Fundamentals of Financial Fitness - Vine
- [VIDEO] LPL Financial Research - Saying Nothing: The Fed's Powerful Message
- [VIDEO] Sunken Treasure: The Upside of an Up and Down Market
- Record College Debt Story on WNCN featuring Jon Dewar
- "Don't Tell" - Hyundai Santa Fe Super Bowl Commercial
- [VIDEO] College Planning Videos
- IntraHealth 401k Plan August 2013 Enhancements
- Company Brochure
- What's the Best Way to Hire an Investment Advisor?
- Get Social With Retirement Geeks
- Get Social With Retirement Geeks
- 3 Retirement Planning Tactics to Adopt Before You Hit 50
- "Retire" Your Current You (To Become ALL You Can Be)
- Client Letters
- The Brexit Vote Client Letter by Burt White | June 24, 2016
- Midyear Outlook 2017: A Shift In Market Control | June 15, 2017
- Bumps on the Slope | Client Letter by Jeffrey Kleintop, CFA
- Government Shutdown | Client Letter by Jeffrey Kleintop, CFA
- January Chill | Client Letter by Jeffrey Kleintop, CFA
- Taxes | Client Letter by Jeffrey Kleintop, CFA
- Outlook 2015 | Client Letter by Burt White
- Effects of Lower Oil Prices Client Letter by John Canally, CFA | December 22, 2014
- New Year Client Letter by John Canally, CFA | January 9, 2015
- Diversification Under Pressure Client Letter by Burt White, CIO | March 4, 2015
- Election 2016: Message from Burt White | November 9, 2016
- Greece: Post-Referendum Assessment Client Letter by John Canally, CFA | July 7, 2015
- Facing Volatility Client Letter by Burt White | January 20, 2016
- Forms
- Is It Time to Sack the ‘Super Bowl Indicator’?
- Tax Resources
- Market Commentaries
- Market Commentary, June 29th, 2009 [PDF]
- Market Commentary, June 29th, 2009 [PDF]
- Market Commentary, June 29th, 2009 [PDF]
- Market Commentary, October 5th, 2009 [PDF]
- A Tale of Two Earnings Seasons" | January 5, 2015
- Japan Going Godzilla
- Market Commentary: Does the Economic Data Matter?
- Market Commentary: One Hit Wonder
- Weekly Market Commentary | Watching the Calendar
- Market Commentary, March 29, 2010
- Market Commentary, May 3, 2010
- Market Commentary, February 2, 2010
- Market Commentary, February 2, 2010
- Love-Hate Relationship Between Bond Yields and Stock Prices
- 2013 August 5 - Weekly Market Commentary - Summer of Love
- 2013 July 29 - Weekly Market Commentary - Under the Surface
- 2013 August 5 - Weekly Market Commentary - Summer of Love
- World Cup and World CPI Are Heating Up, Risking Mistakes by Key Players
- Stock Market Valuations Suggest Bull Market Still Has Teeth
- Ready, Set, HIKE!
- Grading on a Curve (the Yield Curve, That Is)
- S&P Is Not GDP
- Can Stocks Deliver the Goods in 2015?
- A Tale of Two Earnings Seasons" | January 5, 2015
- A Tale of Two Earnings Seasons" | January 5, 2015
- A Tale of Two Earnings Seasons" | January 5, 2015
- Weekly Market Commentary: A Very Different Nasdaq?
- MARKET’S MARCH MADNESS
- Letterman Tribute: Top 10 Keys for Stocks
- Batteries Not Included Midyear Stock Market Outlook
- "Earning Update: Corporate Resilience" | August 03, 2015 | Weekly Market Commentary
- WHAT THE MARKET IS TELLING US ABOUT THE ELECTION
- Is the Party Over?
- Weekly Market Commentary - Message From Oil Prices?
- A Test For The Market's Momentum
- Add More Bond — James Bond — to Your Portfolio
- The “Kick-the-Can” Pattern Keeps Giving to Investors in September
- Stocks Likely to Focus on Domestic Over Foreign Policy
- One Big Risk
- The Comeback
- Back to Work
- The Rest of 2013
- The Year-Two Curse
- The Meryl Streep of the Stock Market
- 2013’s Top 10 Lessons for Investors
- Investor’s Guide to the 2014 State of the Union Address
- Lies, Damn Lies, and Charts
- The Big Bang Theory: Inflating the Stock Market
- STOCK AND BOND MARKETS KEEP QUARTERLY WINNING STREAKS ALIVE
- Weekly Market Commentary - The Final Voyage of QE2
- March's Market Madness
- Weekly Market Commentary: Happy Days
- Will Markets Hit the Ceiling
- Eurobonds: A Potential Positive Not Lost in Translation
- The Markets’ Recession Obsession
- The 2012 Election is Very Consequential for Investors
- The Best Year-End Strategy May be to Invest by the Book
- A European Christmas Carol
- New Ideas Are Not Just for Europe
- The Worst Earnings Season in Years Still Beats Expectations
- Following the Path
- Stock's Sweet Sixteen
- Banking on the Greek Election
- Spring Allergies or Something Worse?
- What Wall Street Is Saying About the Election May Surprise You
- Standing on the Edge
- How Wall Street Is Voting
- The End Is Near — But That Is Good News
- Overcoming the Twin Ceiling Conundrum
- Bond Market Perspectives
- ALL ABOUT THE CENTRAL BANK(S)
- The New Conundrum
- Calling the Fed’s Bluff
- Bond Yields Around a First Rate Hike
- Late Summer Setback
- Breaking Up
- High-Yield Bonds & Oil Prices
- Why Own Bonds?
- Curve Ball
- ALL ABOUT THE CENTRAL BANK(S)
- Bond Tug-of-War
- Hammer Flat: Midyear Bond Market Outlook
- "Summer Growth Concerns" | Bond Market Perspectives | August 04, 2015
- High-Yield Halloween Hangover
- European Cloud Hangs Over Corporate Bonds
- Beauty Is in the Eye of the Bondholder
- More Than Meets The Eye
- Municipal Breather
- Pushing, Pulling, and Back to the Economy
- Bruised Bank Loans
- Sour Start to New Year - January 8, 2013
- Waiting for the Spring
- Bond Market Perspective: Tapering Tantrums
- The Yield Rally Continues
- It's a Grind
- The Fed’s Bond Diet - January 29, 2013
- Beware the Ides of March
- Fed Re-acquaintance
- When Will the Selling Stop?
- Many Happy Returns
- Ringing in the New Year
- Sentiment & Positioning
- Developing Worries
- Economic Commentaries
- Good Night, Irene
- Policy Matters
- Moving to the Muddle
- Labor Market Continues Its Long Climb Back
- Communication Breakdown?
- Trade Offs
- Will Rising Energy Prices Derail the Recovery?
- Weekly Economic Commentary - Snowed Under
- Snapshot: Europe
- Deficit Distraction
- Quick Start
- Clearing Up Confusion on Common Queries
- Gauging Global Growth in 2013: An Update
- Gauging Global Growth in 2013
- Revisiting the Recovery
- Trading Partners
- Trust
- Economic Commentary: Communication Breakdown?
- Health Care Checkup: What We Spend on Health Care
- Fall 2013 Federal Open Market Committee FAQ
- The Lowdown on the Shutdown
- Guide to Q1: Global Growth, Jobs, and the Fed
- The Employment Situation: Slow Climb Back
- Reconnected? - August 4, 2014
- QE Ended, Now What?
- Data Dilemma: When Final Isn’t Final
- Housing Hiatus?
- U.S. Economic Growth Picks Up
- Weekly Economic Commentary: Back To The Future In 2015
- Weekly Economic Commentary: January Employment Report Preview
- Weekly Economic Commentary: The Misery Index
- Weekly Economic Commentary: Grading the Fed's QE Program: Week 3
- Weekly Economic Commentary: Putting The Pieces Together
- "Productivity Puzzle" | Weekly Economic Commentary | August 03, 2015
- Weekly Economic Commentary: January Employment Report Preview
- 7 Levels of Retirement Planning
- Talk to Us about these Top 100 Companies
- Market Outlook Articles
- Market Outlook 2009
- Outlook 2010
- Market Outlook 2012
- Mid-Year Outlook 2012
- Outlook 2015
- Mid-Year Market Outlook 2009
- Market Outlook 2011
- Mid-Year Market Outlook 2010
- Market Outlook 2010
- Market Outlook 2012 Video
- Outlook 2012
- Mid-Year Market Outlook 2013 Video
- Outlook 2017
- Outlook 2014
- Mid-Year Outlook 2015
- Outlook 2016
- Mid-Year Outlook 2017
- Market Outlook 2011: Slide Presentation
- Mid-Year Market Outlook 2011 Resources
- Mid-Year Outlook 2013
- Mid-Year Outlook 2014 [VIDEO]
- Mid-Year Outlook 2014
- OUTLOOK 2013: The Path of Least Resistance
- Current Conditions Index Articles
- Current Conditions Index - June 15, 2011
- Current Conditions Index - November 16, 2011
- Current Conditions Index - December 7, 2011
- Current Conditions Index - February 15, 2012
- Current Conditions Index - February 29, 2012
- Current Conditions Index - March 7, 2012
- Current Conditions Index - March 28, 2012
- Current Conditions Index - May 2, 2012
- Current Conditions Index - May 9, 2012
- Current Conditions Index - May 30, 2012
- Current Conditions Index - June 6, 2012
- Current Conditions Index - June 13, 2012
- Current Conditions Index - July 5, 2012
- Current Conditions Index - June 27, 2012
- Current Conditions Index - July 25, 2012
- Current Conditions Index - August 1, 2012
- Current Conditions Index - February 22, 2012
- Current Conditions Index - September 5, 2012
- Current Conditions Index - December 5, 2012
- Current Conditions Index - November 28, 2012
- Current Conditions Index - October 31, 2012
- Current Conditions Index - October 24, 2012
- Current Conditions Index - October 17, 2012
- Current Conditions Index - March 27, 2013
- Current Conditions Index - April 3, 2013
- Current Conditions Index - January 30, 2013
- Five Fundamentals of Financial Fitness
- Top Financial Companies
- YOU FEAR… YOU SHOULD FEAR…
- Wall Street Election Polls