Phone:  (919) 755-4889

E-mail:  teresa@goldenyearsadvisors.com

 

Golden Years Advisors, LLC is a BBB Accredited Financial Advisor in Raleigh, NC

I.R.I.S.

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Latest News
USA Financial Trending Report - August 2014

 

Every month, we’re thrilled to make available to you an important video and letter from the CEO of USA Financial Portformulas, Mike Walters.

As you likely know, our firm, in conjunction with USA Financial Portformulas, monitors trends in the stock market and the economy. We rely on this data to help us make unemotional decisions about our investments.
 
When a Windfall Comes Your Way

 
What do you do with big money?
 
Provided by Jim and Teresa Yent
 
   
A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.
 
New Office - We Are Moving!

 

We Are Moving!

 

 
Donating Highly Appreciated Stock

 
It can give you a tax break. It can give a charity a tax break in the future.
 
Provided by Jim and Teresa Yent
 
   
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want to consider donating those shares to charity rather than selling them someday.
 
The High-Speed Trading Controversy

 
Do its risks offset its advantages?
 
Provided by Jim and Teresa Yent
 
   
Has high-frequency trading made things better on Wall Street, or worse? It has its adherents and detractors. What does HFT amount to – a lurking danger, a market necessity, a hidden tax on the small investor, a net plus? Frankly, the answer may be all four.