Blog
Keep current with the latest insights from Gordon Asset Management, LLC.
Start Strong: Your 2026 Financial Reset Checklist
Start 2026 strong with updated IRA, 401(k), and HSA limits. Discover smart strategies to maximize contributions, optimize taxes, and ensure your financial plan is positioned for success.
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How to Keep Your 3% Mortgage Rate When Buying Your Next Home
If you've been hesitant to sell your home because you don't want to give up your low mortgage rate, you're not alone. This "rate lock-in" has frozen the housing market—but that may be about to change.
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Congress Takes 43 Days Off, Accomplishes 25% of Their Job
After 43 days, Congress reopened the government but only passed 3 of 12 spending bills. Another shutdown looms in January. What does this mean for you? Read on to find out.
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A Hodgepodge to End The Week
This week's money news mashup: inflation up (but not as bad as feared!), Washington still gridlocked, and the IRS somehow still functioning with new tax brackets. At least gas is cheaper! Have a great weekend, folks!
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Luftgekühlt 11: A Porsche Paradise – And Why the Bull City is Revving Up for the Future
As a financial advisor based in the heart of Durham, NC, I spend my days helping clients navigate their financial futures – from retirement planning to investment strategies tailored for the Research Triangle's dynamic economy. But...
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Investment Newsletter Third Quarter 2025
Key Takeaways US. economic growth continues to moderate into year-end but has yet to stall, supported by resilient consumer spending buoyed by the wealth effect. The labor market, once a pillar of strength, has started to show clear...
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Shutdown Showdown: What’s at Stake as the Clock Ticks?
A government shutdown looms as Congress stalls. Essential services stay open, but data releases, parks, and 900K federal jobs face disruption. Markets expect a short shutdown, but political brinkmanship continues.
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Join Us for Luftgekühlt 11 in Durham, NC!
Get ready for an unforgettable day at Luftgekühlt 11, happening right outside our Durham office on October 4, 2025, at the historic American Tobacco Campus! This iconic event celebrates air-cooled cars with stunning vehicles, striking...
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Qualified Opportunity Zones: A Strategic Tax Tool for High-Net-Worth Investors
Qualified Opportunity Zones (QOZs) are a powerful tax planning tool created under the Tax Cuts and Jobs Act of 2017 to incentivize investment in economically distressed communities.
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Cash Balance Plan Investing: Can Buffered ETFs Improve Outcomes?
The challenge in cash balance plan investing is finding the right mix of growth and protection. Too much risk exposure can create volatility. Too little return and the plan will struggle to meet its obligations. Can buffered ETFs help?
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Week In Review - August 29, 2025
Understanding Mortgage Fraud: What It Is and Why It Matters. Join us as we address what mortgage fraud is and the broader reaching implications that it potentially impacts.
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Pros and Cons of Self-Directed Brokerage Accounts in 401(k) Plans
Explore the benefits and risks of self-directed brokerage accounts (SDBAs) in 401(k) plans, focusing on investment choices, regulatory compliance, and fiduciary duties.
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Week In Review - August 22, 2025
Markets rallied after Powell’s dovish Jackson Hole speech, hinting at a possible rate cut. Discover the 4 key takeaways shaping investor sentiment.
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How to Choose a Retirement Plan Advisor: Essential Tips for Businesses in North Carolina
North Carolina businesses face a unique challenge: offering competitive 401(k) or pension plans to attract top talent in a booming market. How do you choose a retirement plan advisor who delivers results without breaking the bank?
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What’s the “Right Answer” for Your Retirement Income?
What’s the “Right Answer” for Your Retirement Income? Understanding your personal preferences is such a critical part of retirement planning. This is where the Retirement Income Style Awareness (RISA®) framework can help.
Read MoreUpdate on TRAIX
We wanted to share an update on the T. Rowe Price Capital Appreciation Fund (PRWCX), which is included in your 401(k) plan. The fund was recently recognized for achieving a historic milestone, outperforming its Morningstar peer group...
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Partnership With Summit Financial
Dear Clients & Friends, We are pleased to share an important update regarding Gordon Asset Management, LLC! After nearly 24 months of discussions and thorough due diligence, we have decided to join forces with Summit Financial...
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