1. Investing vs. Gambling

    Finally, sports betting will be legal in North Carolina on March 11!  Gambling on sports is nothing new.  We’ve all participated in our office pools.  I remember filling out March Madness brackets as far back as seventh grade, with each game being worth around a quarter. A perfect bracket was worth about thirty dollars, which…

  2. Roth IRAs, Elections, and Good Vs. Evil

    Instead of using an entire post for my 2024 outlook, I wanted to talk about Roth IRAs.  More specifically, we’re going to look at how a Roth IRA is a tool in the battle between good and evil.  Sounds crazy, right?  Just bear with me. As Christians, we know that battle is over because Jesus…

  3. What is the maximum contribution?

    Are you making the maximum contribution to your retirement plan?  More often than not, when I talk to prospective clients, the resistance people give me sounds something like this.  “Jonathan, I already make the maximum contribution to my retirement plan at work, so there’s nothing else I can do.” Normally, I accept the subtle rejection…

  4. Strike! Strike! Strike!

    Striking for independence. I’m not a fan of strikes or any protests if I’m being honest.  Sure, I see their value and how they need to happen, but I wish there was a better way.  With the technology we have today there has to be a more efficient way to negotiate. Please understand I am…

  5. Where Should I Invest?

    “Where should I invest” is one of the most common questions people ask me. It seems simple enough, but it’s really a loaded question.  Honestly, I could lose my license by answering the question before gathering more information from a person.  Ethically, and legally as I am a fiduciary, your best interest is my top…

  6. The Long Term Care Puzzle

    The long term care puzzle has always been an interesting part of financial planning to me. Personally, I think the ultimate form of independence is being able to choose who provides your long term care.  Unfortunately, most of us will have to rely on the government to make this decision for us.  It’s sad, but…

  7. When Should You Invest?

    “When should I invest?”  That is one of the first questions I’m asked when I tell people I am a CFP® Professional.  Of course, they are asking from an economic view hoping to maximize their return on investment.  Unfortunately, I cannot give them a definitive answer because I’m not a fortune teller. I’ve often wondered…

  8. Capitalism in America

    Capitalism in America I recently read Capitalism in America: A History, by Alan Greenspan and Adrian Wooldbridge. Like all history books, it can be a little long, but it’s very interesting.  I always had trouble with books like this in school because there is so much information.  I love to learn, but what I found…

  9. Stock buybacks

    Why should a financial planner be concerned about stock buybacks? The only thing I don’t like about financial planning and the overall study of economics is that I must pay attention to the news, especially what’s happening in Washington, DC.  As many of you already know, I loathe politics.  The concept is great and I…

Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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