Carnegie Private Wealth

If your financial life has gotten to a place where it feels complicated and messy…. Pause. It doesn't need to feel that way. In fact, at Carnegie Private Wealth, our mission is to make our clients' lives easier. It's so simple, and, yet, so very important to people's overall sense of well-being and happiness. Here's what we know to be true: When money feels easy, life has a way of feeling better. #thursdaythoughts

Please join us in welcoming Seth Miller, CFP?, CEPA? to the Carnegie team! Committed to professional growth, Seth earned the CERTIFIED FINANCIAL PLANNER? certification in 2019, further solidifying his expertise in comprehensive financial planning. In addition, Seth has earned the Certified Exit Planning Advisor (CEPA) designation, equipping him with specialized knowledge to help business owners plan and execute successful transitions while maximizing value. Seth transforms complex financial concepts into clear strategies for families and business owners. His passion for financial planning emerged from witnessing how thoughtful guidance shapes generational success stories. With a passion for guiding individuals, families, and business owners through complex financial landscapes, Seth continues to provide tailored strategies that align with their long-term aspirations. Learn more about Seth:?https://lnkd.in/eNZUJaSf

We are proud to welcome James E. Larsen, CFP? to the Carnegie team! James' approach to wealth management is shaped by a unique combination of international business experience and financial advisory expertise spanning four decades. His global perspective provides valuable insights into helping clients navigate the complexities of their financial lives. As a CERTIFIED FINANCIAL PLANNER??practitioner, James works alongside clients to create purposeful strategies for building wealth, generating retirement income, and preserving meaningful legacies. He particularly enjoys guiding business owners, executives, and professionals through significant career transitions. His thoughtful approach to client service has earned him recognition as a Five Star Wealth Manager each year since 2012. Learn more about James:?https://lnkd.in/eYuvBqyx

In our latest blog, wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. https://lnkd.in/eHRdDjKN

The S&P 500 ended Friday's session at 5578.1, marking its fourth consecutive down week. The index has dropped 5.2% from where it ended 2024 and is now down 6.3% in March. Investors remain concerned about the outcome of an ongoing tariff war between the US and several of its trading partners. Canada, the largest importer of US goods, imposed 25% retaliatory tariffs on more than $20 billion of US products and the European Union said it will impose counter-tariffs on up to 26 billion euros worth of US goods starting next month. Inflation in the US was slightly cooler than expected in February with the consumer price index rising 0.2% from the previous month and 2.8% year over year. Analysts surveyed by Bloomberg predicted increases of 0.3% and 2.9%, respectively. Find out more from Joe Pay in this week’s #CarnegieMarketMinute! #marketcommentary #investing #stockmarket #marketnews

#MondayMotivation

The S&P 500 index fell 3.1% last week, pushing the market benchmark into the red for the year amid worries about tariffs and a weaker-than-expected February jobs report. The S&P 500 ended Friday's session at 5,770.20, marking its third consecutive down week. Despite all the negative headlines and sentiment, the index has only dropped 1.9% from where it ended 2024 so far. All but one sector of the S&P 500 fell last week. Financials had the largest percentage drop, sliding 5.9%, followed by a 5.4% decline in consumer discretionary, a 3.8% loss in energy and a 3.4% decrease in technology. Find out more from Joe Pay in this week’s #CarnegieMarketMinute! #marketcommentary #investing #stockmarket #marketnews

Today marks a transformative moment for Carnegie Private Wealth as we significantly expand our team. The addition of six team members including four CFPs?, represents an addition of more than $500 million in assets under management to our independent firm. ? The collective advisors of Carnegie Private Wealth currently serve more than 500 households with over $1.1 billion in brokerage assets as of February 1, 2025, with this expansion?expected to increase this total by approximately?$500 million.?This milestone establishes Carnegie as a significant presence in Charlotte's wealth management community, validating their vision that independent, client-focused service creates lasting value. ? Most importantly, these new team members embody Carnegie Private Wealth’s values and exemplify our commitment to exceptional client service, professional excellence, and creating a lasting community impact.? ? Together, we are Invested in what matters. ? We are proud to welcome James E. Larsen, CFP?, Seth Miller, CFP?, CEPA?, Kevin Lewis, CFP?, CEPA? and Lucas Decker, CFP?! Learn more about our vision and new team members. https://lnkd.in/e5SrgHWp

#MondayMotivation

As a high earner not rich yet (HENRY), you find yourself in a good place – where strategic decisions may pave the way for lasting wealth. One crucial aspect of managing your finances includes understanding how to use credit and credit cards wisely. Let's explore some effective credit strategies tailored to the HENRY lifestyle. https://lnkd.in/eWBzwTz2