News

Client Relationship Summary

Posted on April 8, 2022, updated on April 8, 2022 by Lumina Wealth

JP Morgan’s Guide to the Markets- Q4 2020

Posted on October 19, 2020, updated on October 19, 2020 by Rachel Moore

The Investment Outlook for 2020: A Midyear Review

Posted on July 13, 2020 by Rachel Moore

International Economy: Same shock, different paths out of it (Added 7/13/2020) International Markets: Surviving 2020 to thrive in 2021 and beyond (Added 7/13/2020)

JP Morgan’s Guide to the Markets- Q2 2020

Posted on June 4, 2020 by Rachel Moore

JP Morgan- Guide to the Markets

2020 Market Volatility

Posted on March 24, 2020, updated on June 4, 2020 by Lumina Wealth

Market Update from JP Morgan’s David Lebovitz Should I Go to the Equity Market for Income? (Added 6/4/2020) Market Update from JP Morgan’s Samantha Azzarello (Added 5/1/2020) Market Update from JP Morgan’s Dr. David Kelly

May Newsletter

Posted on June 21, 2019 by Lumina Wealth

The Truth About Blockchain

Posted on January 22, 2019 by Lumina Wealth

Authors, Marco Iansiti and Karim R. Lakhani have written an insightful article in the Harvard Business Review, “The Truth About Blockchain.” If interested in reading this fascinating look at the future go to HRB.org and search: The Truth About Blockchain. This is a worthwhile read!

Measuring Wilmington’s Regional Economic Health- Our City Verses the Southeast

Posted on August 23, 2018, updated on August 23, 2018 by Lumina Wealth

Produced by: Alexanne Penton Portfolio Introduction Mission Statement The following portfolio is designed to better understand the economic progress of Wilmington, NC compared with competing cities in the southeast, focusing on Charleston, SC and Savannah, GA. About the Portfolio The data selected for the portfolio comes from multiple sources to provide well-balanced information and accurate […]