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Raleigh News and Observer, August 25, 2015 - "Dow drops 588 points in wild day of trading"

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Raleigh News and Observer, April 18, 2015 - "Kudos - Business Accolades"

Raleigh News and Observer, September 1, 2014 - "Budgeting tips to enjoy solvency in retirement"

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

Raleigh News and Observer, July 6, 2014 - "Revisit Formula for Retirement Savings, Spending"

Raleigh News and Observer, January 1, 2012 - "Where Should You Put Your Money?"

Raleigh News and Observer, December 18, 2011 - "Clever moves can ease tax burden"

Raleigh New and Observer, January 2, 2011 - "Investment tips for 2011"

Raleigh News and Observer, March 22, 2009 - "Aged investors keep cool in downturn"

Business Leader Magazine, January 2003 - "Business Leader Impact 100"

Business Leader Magazine, June 1999 - "Doer's Profile"

On Wall Street Magazine, November 2001 - "The Mood of Investors; Around the Dinner Table"