VQ Perspective

Sufficient Home Insurance:  Do you have enough?

Your family home represents one of our most important personal assets.  Protecting it through the purchase of homeowner’s insurance should be a high priority.  To accurately estimate the insurance necessary to rebuild your home, in the event of a disaster plan for the worst.  That is, assume a total loss of your home from a […]

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Managing Cash Flow to Ensure You Never Outlive Your Money

Over the past 42 years, I have had the privilege of speaking with thousands of individual investors and during the process of getting to know their needs, desires and family goals, we always discuss concerns.   Of those concerns, only a very small percentage are fortunate enough to have no worries or uneasiness about outliving their […]

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Generational Wealth: Engaging the Next Generation

According to a 2012 report from Accenture, $30 trillion is the amount of wealth the baby boomer generation will be transitioning to Generation X and Millennials over the next 30 years.  And if that number is startling, 70% of the nation’s wealthy will see their wealth disappear by the end of the second generation and […]

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The Personal CFO Model: Sharing the Decision-Making

This week, we are holding a very interesting educational seminar in Raleigh on the Future of Health Care and the cutting edge, Concierge Health Care Model. For those that can’t attend this week, this seminar will be replicated in Richmond and Charlotte in the upcoming months. As I review the material being presented by our […]

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Enhanced Wealth Management for Women

In the world of finance, Women Investors face the same difficult financial decisions as men, but they face issues and concerns that are also unique to women.  For example, the disparity in earnings between men and women, during their working years, is the key cause for a gap in retirement savings between women and men. […]

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Changes to NC Tax Rules for Certain Business Owners

In 2015, in an effort to continue revising the North Carolina Tax Code, the General Assembly approved the extension of additional sales taxes to many businesses not previously required to collect tax on its services. For example, as a part of the Statute effective March 1, 2016 NC imposes a general 4.75% state rate of […]

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Rethinking Retirement

After years of being an advisor, I’ve always thought that preparing for a clients’ retirement was fairly simple, but over the last decade or so, the factors affecting retirement are making it more and more complex for advisors and clients alike. For most of us (to include me), the idea of retirement has been focused […]

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The Basics of Medicare

Seniors face an important milestone when they reach age 65 and become eligible for Medicare health benefits.  As we work with clients, we have learned that this event can be one of the most confusing issues seniors face. There are many options, various plan types and features offered by numerous providers.  In addition, all of […]

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Economic Update
Market Commentary
Planning Series
Time Sensitive Commentary

VisionQuest in the News

VisionQuest’s Joe Baker interviewed on ABC News in Charleston

VisionQuest’s Senior Vice-President, Joe Baker, was recently interviewed by ABC News 4 television in Charleston, South Carolina regarding the Dow Jones Industrial Average (DJIA) moving to a historic high. See link:  http://abcnews4.com/news/business-news/expert-provides-insight-on-dow-jones-historic-day Joe explains in his interview that there are some psychological benefits when an index crosses an all-time high, but it has little significance […]

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