So You Want to Be a Day Trader

Many people talk to me about trading stocks. They regale me with stories of making a small fortune on penny stock “A” or a couple grand on tech stock “B.” We all like stories about winning. They are fun to listen to and even more fun to tell. Rare is the person who...

End-of-life planning: Dismal but necessary

Last week, my wife Sue and I had a 20-minute unpleasant conversation. Not that we disagreed; rather, it was because both of us knew that we needed to quit procrastinating and finally update our-end-of-life documents. Nearly two decades ago, we met with a lawyer to do...

Think about 2015 Now!

Even though most of us are still gathering last year’s information for filing our 2014 income taxes, we need to be thinking about the tax changes for 2015. The tax thresholds are up about 1.6% from 2014.   Tax brackets for 2015 have been adjusted upward for...

Breakfast at Mayberry’s

Please join Woodard and Company’s team of advisors on Friday, March 13, at Mayberry’s Restaurant on Miller Street in Winston-Salem at 8:30am for a group seminar. Dr. Larry Hungerford will discuss no load mutual funds. In addition, Joan Woodard, CPA will discuss...

Persuading Younger Adults to Save: A Tough Sell

“Be sure to put me down for my usual lecture on how to be a millionaire on a teacher’s salary.” Those startling words came from my major advisor in December 1981 at Ohio University where I was a full-time graduate student in my mid-40s working on my Ph. D degree. He...