Fairview Strategic Planning

Fairview Strategic Planning Financial services Securities offered through LPL Financial, Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.​

finra.org sipc.org Investment advice offered through Core Advisory Group, a registered investment advisor. Core Advisory Group and Fairview Strategic Planning LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associate

d with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
06/22/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

The average college senior graduates with credit card debt. How will your kids manage money?
06/19/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
06/17/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/15/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
06/12/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/10/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/08/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/05/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
06/03/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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5960 Fairview Road
Charlotte, NC
28210

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