Market Watch

May 26, 2012 @ 11:18 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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Covenant Advisory Group DBA Logo

Welcome to our site!

As a financial professionals with Covenant Advisory Group, and active members of the Forest City and Western North Carolina communities, we are dedicated to helping individuals and businesses build their financial futures. 

We stay on top of our field and develop professional skills by regularly attending industry training, certification programs and continuing education.  Therefore our education, experience, and professional affiliations have fostered Covenant Advisory Group's practical approach to offering financial products and planning services to our clients. Rather than just recommending a combination of of unrelated products, we'll consider your specific financial goals and investment objectives. We are committed to helping our clients work toward their financial goals for themselves, their families, and their businesses by assisting them with strategies for asset accumulation, preservation, and transfer.

In addition to that, maintaining a strong sense of community and a solid professional foundation are very important to our team. Our community activites and professional affiliations include, but are not limited to, things like:



  • Former Project Leader of NC JESUS Video Project
  • Deacon at Bethany Baptist Church
  • Member of NAIFA (National Association of Insurance and Financial Advisors)
  • Member of Financial Planning Association
  • Qualifying member of Top of the Table with MDRT (Million Dollar Round Table) 
  • Member of The Sterling Group, a select group of financial professionals affiliated with AXA Advisors, LLC, who are distinguished as exceeding the highest standard of experience, knowledge, and service in the industry


Most importantly, our mission to our clients is what drives our business every day. 

Believing a Covenant is the highest form of relationship, we strive to have a personal relationship with each and every client.  Our goal is to serve you not only in the financial areas of your life, but also in any way He leads. Through this, we believe we not only help people lead better lives, but also make the world in which we live a better place. 

To find out more about Covenant Advisory Group or to set up a meeting, please call our office at 828-245-7242. 

We look forward to working with you.

 

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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Mortgage Acceleration

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