Latest Content

An In-Depth Look at Investment Risk Through Drawdown Analysis

Investment Management
Drawdown-NC.jpg

This investment insight discusses a more refined method of managing and mitigating loss. The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading. Standard deviation, the broadly used default risk metric, has significant limitations. The concept of “drawdown” is a more

Read More...


Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Protecting+Income+NC.jpg

 Planning for this potential risk is critical for corporate executives.  As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

Read More...