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Charlotte Financial Advisor - NorthStar Capital Advisors

NorthStar Capital Advisors LLC, is a fee-only financial planning firm located in Charlotte, NC. Chris Mullis, Ph.D. established the firm to provide superior long-term investment strategies and financial to individuals and families.

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Charlotte Financial Advisor - NorthStar Capital Advisors | nstarcapital.com Reviews
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Charlotte Financial Advisor - NorthStar Capital Advisors | nstarcapital.com Reviews

https://nstarcapital.com

NorthStar Capital Advisors LLC, is a fee-only financial planning firm located in Charlotte, NC. Chris Mullis, Ph.D. established the firm to provide superior long-term investment strategies and financial to individuals and families.

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NorthStar Capital Advisors | Invest Wisely, Live Fully

Lucrative Social Security Strategy Ends. November 5, 2015. A new budget bill passed by Congress last week will end a lucrative maneuver that retiring couples have used to maximize their Social Security benefits. The file-and-suspend. Option that have been available since 2000 will go away in 2016. Smart use of this strategy can add tens of thousands of dollars to a couple’s lifetime retirement income by permitting one spouse to claim as many as four additional years of spousal benefits. December 25, 2014.

INTERNAL PAGES

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1

How're We're Different Financial Advisors & Planners | Charlotte NC | NorthStar Capital Advisors

https://nstarcapital.com/how-were-different

How We’re Different. How We’re Different. Dedicated Client Care, Built In. In contrast to traditional broker/dealer relationships, as a Registered Investment Advisor firm, we are required to always act as your fiduciary, strictly serving your best interests. We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned third-party incentives. Evidence-Based Investing, Guided by Your Goals. Decades of academic and practical evidence has made it clear for those...

2

Your Investing Philosophy in Ten Words or Less | Charlotte NC | NorthStar Capital Advisors

https://nstarcapital.com/2015/07/your-investing-philosophy-in-ten-words-or-less

How We’re Different. How We’re Different. July 16, 2015. Your Investing Philosophy in Ten Words or Less. By Chris Mullis, Ph.D. Brevity is power. If you truly understand something well, you can explain it in simple terms. Ten individuals share their investing philosophies in 10 words or less:. Barry Ritholtz, Bloomberg:. 8220;Keep it simple, do less, and manage your stupidity.”. Ben Carlson, author of. A Wealth of Common Sense. Harold Pollack, University of Chicago:. Robert Brokamp, Motley Fool. Happy Mo...

3

Investment Advisor & Financial Planner Client Experience | Charlotte NC | NorthStar Capital Advisors

https://nstarcapital.com//client-experience

How We’re Different. How We’re Different. Experience is a collaborative. Approach to managing your money, for the rest of your life. As a fee-only, fiduciary advisor, our focus and highest priority is on your highest interests. Discovering who you are and what you want out of life is a critical first step toward ensuring that we manage your wealth accordingly. Even the best-laid plans are subject to change. Your personal goals change, calling for revised structure. The world spins and markets mov...Optim...

4

Clinton’s Capital Gains Tax and Your Investments | Charlotte NC | NorthStar Capital Advisors

https://nstarcapital.com/2015/07/clintons-capital-gains-tax-and-your-investments

How We’re Different. How We’re Different. July 30, 2015. Clinton’s Capital Gains Tax and Your Investments. By Chris Mullis, Ph.D. Presidential candidate Hillary Clinton has put forward a major change to current capital-gains tax rates in an effort to get corporate managers to focus on long-term growth. Under Clinton’s proposal, investors would have to hold an investment for 6 years instead of the current 1-year requirement to qualify for the lowest rate on capital gains. Lsaquo; Previous Article. Enter e...

5

A Wealth of Common Sense by Financial Advisors & Planners | Blog | Charlotte NC | NorthStar Capital Advisors

https://nstarcapital.com/blog

How We’re Different. How We’re Different. A Wealth of Common Sense. Improving your financial future one smart decision at a time. August 18, 2016. Happy Money: The Science of Smarter Spending. If you think money can’t buy happiness, you’re not spending it right. Two rising stars in behavioral science explain how money can buy happiness if you. Read More. August 11, 2016. Most Underfunded State Pension Plans. August 4, 2016. What You Should Focus On. July 28, 2016. July 21, 2016. July 14, 2016. NorthStar ...

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