The Preferred Client Group

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The Preferred Client Group We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Rale Please see website for full disclosures.

We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Raleigh, NC.

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/07/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/07/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.0...
09/21/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopol...
09/04/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for a...
08/05/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

07/27/2026

Here's what savvy investors should know

07/20/2026

But the story's not over. What's next?

07/13/2026

What savvy investors are watching now

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patienc...
07/08/2026

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patience rather than a pivot, yet stocks moved sharply higher as strong corporate earnings and continued enthusiasm around technology and AI helped fuel market gains. Swipe to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio, retirement plan, or long-term financial strategy, please reach out. We are here to be a resource for you.

06/29/2026

Traditional industries quietly outlast startups

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116 N West Street, Suite 220
Raleigh, NC
27603

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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