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
Calling All Foodies

 
One of my favorite things about our clients is that they love a good deal.
 
Financial Sense - When Volatility Increases, Market Performance Declines

 

We saw a recent chart from Bob Carey, the Chief Investment Officer at First Trust Portfolios 1/20/2015 blog entry that we thought was VERY informative.
 
Financial Sense - Ned Davis Cycle Composite and 2015 Market Expectations

 

Since the stock market decline in 2007 – 2009 during the so-called “mortgage meltdown”, we have been sharing charts from various sources that tracks how markets actually performed versus the forecasts made by industry researchers. One such example is Ned Davis Research’s “Cycle Composite” charts.
 
Fall Financial Reminders

 

 

The year is coming to a close. Have you thought about these financial ideas yet?

 
Provided by Jim Yent
 
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives.
 
Financial Considerations for 2015

 
Is it time to make a few alterations for the near future?
 
Provided by Jim Yent
 
                      
2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional.