Tarheel Advisors

Preparing for Retirement

2024
The AI Arms Race

The AI Arms Race

I had an AI-inspired epiphany this morning before starting this article. Our office bathroom has automated faucets and paper towel dispensers. As I was washing up, the sensor on the faucet refused to cooperate. I was left maniacally waving my hands back and forth for ten seconds before I could finally get any water out, and then it only ran for a few seconds. I then attempted to get a paper towel, but the dispenser was equally uncooperative. I ended up leaving the washroom with minimal cleanliness and maximum frustration...

2024 Investors Final Four

2024 Investors Final Four

Did the market already peak for the year? Will the Federal Reserve actually follow through on its prediction for interest rate cuts in 2024? Who will win the polarizing political races in the fall, and how will it affect the markets? Does artificial intelligence have a place in my portfolio? Is gold back and better than ever? These are just a few of the questions...

Investment Outlook 2024

2024 Market Predictions

Higher interest rates, a banking crisis, and the slow spread of war across the globe...all things that one would expect to make for a recipe of disaster in stocks. However, most equity indexes ended up double digits for the year, and the Nasdaq tech-heavy index went up a whopping 52%. ...

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 2018 edition of Preparing for Retirement provides the information and techniques needed to successfully create and maintain a financial plan.