By Joshua Stubbolo Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the example of my grandfather and the sudden passing of my father that motivated me to become a financial advisor. My grandfather has […]

By Todd Iglehart While financial advising wasn’t the first step in my career, it has been a passion of mine from my young adulthood. This is all thanks to my father, who showed me the importance of providing for your family and putting others’ needs before your own. He helped me get started with investments […]

By Joshua Stubbolo How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February,[1] but if you are, remember that there’s nothing magical about January 1st. No matter where we are in the year, you can set new intentions and make the […]

I love working in Cary, North Carolina. There’s always something to do and never a dull moment. Ranked #5 on Money magazine’s list of “Best Places to Live,” Cary—located less than 20 minutes from downtown Raleigh—is teeming with activity, growth, and fun activities. From restaurants serving delicious food to exciting business opportunities to beautiful nature […]

Millennials and Generation Z are known for being tech-savvy with their lifestyles. Financial Technology (“Fintech”) applications are one way for this age group to stay on top of their finances. These apps simplify your finances and help you balance your money management skills. These apps help you stay focused on the things that are most […]

Venmo is a payment app that has grown in popularity within the last few years. With over 40 million users, it is one of the most popular financial apps in the country. So why should you use Venmo? How can it benefit you? These are questions you are probably asking yourself if you have not […]