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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. This is also the home of True North, our monthly newsletter. 

Monday, August 16, 2021

Our very own George Phipps, CFP® was featured last week in a WRAL Morning Original about retirement preparation titled Retirement planning: Begin early, set goals and stay socially engaged. George is one of our Wealth Planners and...

Friday, August 13, 2021

True North - The Newsletter from Financial Directions This month we continue our series on longevity planning and creating your life vision in addition to providing market updates for July 2021 Click here to view as PDF

Monday, July 12, 2021

Monday, June 7, 2021

Thursday, April 22, 2021

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...

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Tuesday, February 23, 2021

Are You Using Your Lossesto Your Advantage? What is tax-loss harvesting? Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different...