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Preserve Wealth Management PRESERVE Wealth Management brings simplicity to the complex process of retirement planning. By under

PRESERVE Wealth Management brings simplicity to the complex process of investment and retirement planning. By understanding what’s most important to you and collaborating with all of your other professional partners, we help you and your family make smart decisions for your financial future. It all starts with organization, consolidation, and a clear idea of how you measure success.

Back in 1966, this song reached #1
10/16/2026

Back in 1966, this song reached #1

The Mamas & The Papas "Monday, Monday" remastered in HD on The Ed S...

Medicare headlines this fall will mostly be about premiums. The standard Part B premium is projected to rise to about ...
10/15/2026

Medicare headlines this fall will mostly be about premiums. The standard Part B premium is projected to rise to about $209.50 a month in 2027, with the official number expected in the coming weeks. That's worth knowing, but it's the same for nearly everyone. The changes that matter most are the ones in your own plan, and that's where we'd double-check. If you have a Medicare Advantage or Part D drug plan, look for the Annual Notice of Change that should have arrived by the end of September. It spells out next year's copays, which doctors and hospitals are in network, and which drugs are covered. Plans can quietly drop a medication from their list or a doctor from their network, and a low premium can still come with higher costs at the pharmacy counter.

Open enrollment runs from October 15 to December 7, and any changes take effect January 1. Before then, check that your prescriptions, pharmacy, and doctors are still covered, and compare a few options on Medicare's Plan Finder. Even if you're happy with your plan, a few minutes with that letter can save a lot of surprises. Sometimes the most important news isn't in the headline. It's in your mailbox.

Learn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline.

Double-checking isn't just for bonds. More of us now turn to AI chatbots for quick answers. But in a recent NPR test u...
10/14/2026

Double-checking isn't just for bonds. More of us now turn to AI chatbots for quick answers. But in a recent NPR test using false stories planted by foreign governments, popular chatbots failed to flag the falsehood about 25% of the time, and the AI summaries at the top of search results did worse. One wrong answer in four is a lot for something many of us trust without a second thought.

So how do you catch that 25%? Ask the chatbot, "Where did you find that?" Then click through and check the original source yourself. And be most careful with answers that sound almost right, since a small slip wrapped in a confident tone is the easiest kind to miss. Asking the same question a couple of different ways doesn't hurt either. AI can be a handy research assistant. Just don't let it be the last word.

In a test, popular AI chatbots mostly debunked falsehoods spread by other countries and avoided uncritically spreading falsehoods better than search engines. AI summaries above search results fared worse.

Bond Voyage? Not So FastA September 29 CNBC headline called this maybe the best buying opportunity for bonds in decade...
10/13/2026

Bond Voyage? Not So Fast
A September 29 CNBC headline called this maybe the best buying opportunity for bonds in decades. We understand the excitement. Yields are near their highest levels in almost 20 years, and after a long stretch when stocks did all the heavy lifting, bonds finally have something to offer. But a headline is a starting point, not a plan, so we did what we always do: we double-checked it. Schwab's newest outlook expects two more Fed rate hikes before a pause, and it favors short- to intermediate-term bonds for now. Their reasoning is simple. When rates rise, the bonds you already own lose value, and the longer the bond, the bigger the dip. Historically, long-term yields tend to peak near the last rate hike of a cycle, not the first.

So we agree with the heart of the article: bonds belong in a diversified mix, and diversification is how we stay humble about what we can't predict. Where we part ways is the timing. It may simply be too early to lock in long-term rates. Think of it as packing for the trip without rushing to the dock. At PWM, we don't build your plan on a single headline or a single forecast. We read past the headline, check it against more than one source, and keep your portfolio ready for more than one outcome.

Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.

Back in 1956, this song reached #1
10/09/2026

Back in 1956, this song reached #1

Music video of the classic 60's TV series 'The Wild Wild West' star...

That slight burning smell the first time you turn the heat on is usually not a mystery fire. Dust that settled in the ...
10/08/2026

That slight burning smell the first time you turn the heat on is usually not a mystery fire. Dust that settled in the ducts over the warmer months gets heated and burns off. It is typically harmless, and it often fades after a cycle or two.

The smarter move is a mild-day test run: turn the heat on before you really need it, listen for odd noises, and make sure warm air reaches the rooms you use. Sometimes the simplest winter prep is discovering a problem while you can still open a window and wait for the repair.

Get your home ready for heating season by cleaning these often-overlooked areas before warm air begins circulating through your rooms.

At a college reunion parade, the classes march from oldest to youngest. Watching them go by can feel like seeing a who...
10/07/2026

At a college reunion parade, the classes march from oldest to youngest. Watching them go by can feel like seeing a whole life in reverse: the golf carts of the 90s, the familiar aches of today, then versions of yourself in your 70s, 50s, and 30s, and finally the noisy seniors about to start.

One writer back for his 60th reunion left more inspired than wistful. The youngest grads sounded undaunted by the world they were entering. Sometimes the gift of looking back is remembering how much future still sits ahead of someone else, and quietly reclaiming a little of that energy for yourself.

A 60th college reunion provided a moment to reflect on generations past and present

How did we do last quarter?The third quarter was a noisy one. The Fed raised rates for the first time since 2023, lift...
10/06/2026

How did we do last quarter?
The third quarter was a noisy one. The Fed raised rates for the first time since 2023, lifting the target range to 3.75% to 4.00%. The 10-year Treasury yield climbed near 5.3%, its highest level since 2007. Oil pushed above $100 a barrel as the Iran conflict kept energy markets on edge.

On paper, the S&P 500 finished near record territory. Under the surface, a narrow group of large companies did most of the work. Rising rates hit rate-sensitive corners harder, and small-company stocks and bonds both finished in the red. International and emerging markets were essentially flat for the quarter.

At PWM, we do not build portfolios around a single headline or a single forecast. We stay diversified across large and small companies, U.S. and foreign markets, and public and private investments, with a near-term vault designed to keep lifestyle spending steady when markets get uneven. The goal is not to call every turn. It is to stay prepared for more than one.

• Broad Market (S&P 500) +2.3% 3Q +15.7% last 12 months
• Small Companies (Russell 2000) -7.2% 3Q +16.2% last 12 months
• International Stocks (EAFE) +0.8% 3Q +15.7% last 12 months
• Emerging Markets (MSCI EM) -0.4% 3Q +29.2% last 12 months
• Bonds (Bloomberg Agg) -3.5% 3Q -1.8% last 12 months

Personal video statements will begin going out this week and next.

GreenRock founder Prem Patel notes that headline stock indexes might look steady thanks to a handful of tech giants, but there is more risk than meets the eye.

Back in 1995, this song reached #1
10/02/2026

Back in 1995, this song reached #1

“You Are Not Alone” by Michael JacksonListen to Michael Jackson: h...

Ever see a photo of yourself and think, “That can’t be me”? You’re not alone, and it’s not just the lighting. A mirror...
10/01/2026

Ever see a photo of yourself and think, “That can’t be me”? You’re not alone, and it’s not just the lighting.

A mirror shows your face flipped. Since nearly every face is a little lopsided, the flipped version is the one you know by heart. Psychologists call it the “mere exposure effect”: we like what’s familiar. So a photo looks off to you, but normal to everyone else.

Quick fix? Flip the photo. (Just know it’ll now look off to everyone else.) Better yet, the people who love you see your “photo face” every day. They probably like it better than you do.

It's not you, it's physics.

Address

82 Hickory Ridge Drive
Weaverville, NC
28787

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+18283528300

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