Tarheel Advisors

Preparing for Retirement

2026
Investment Outlook 2026

2026 Market Predictions

It is hard to believe that we are already a quarter of the way through the 21st century. It is even harder to believe that if you have older quarters made of silver, they went up 140% last year! Examples like this made 2025 into a year that stock picking mattered again. Many broad indexes were up 15% or more, but if you dabbled in individual positions you could have easily been either up or down 50% for the year. Will 2026 be another year for active management, or will the index investor be king again...

Our Book - Preparing for Retirement

Tarheel Advisors, LLC has produced an educational text on financial planning available at Amazon. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, save for education, and manage your estate planning. Preparing for Retirement: A Comprehensive Guide To Financial Planning does this with a 176 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms. Whether you have managed your money for decades or you're new to financial planning, this 2026 edition of Preparing for Retirement provides the information and techniques needed to successfully create and maintain a financial plan.