The Preferred Client Group

The Preferred Client Group We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Rale Please see website for full disclosures.

We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Raleigh, NC.

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for a...
08/05/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

07/27/2026

Here's what savvy investors should know

07/20/2026

But the story's not over. What's next?

07/13/2026

What savvy investors are watching now

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patienc...
07/08/2026

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patience rather than a pivot, yet stocks moved sharply higher as strong corporate earnings and continued enthusiasm around technology and AI helped fuel market gains. Swipe to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio, retirement plan, or long-term financial strategy, please reach out. We are here to be a resource for you.

06/29/2026

Traditional industries quietly outlast startups

06/22/2026

Are business owners ready for the wave?

06/19/2026

Your portfolio is more than a performance number.

06/15/2026

Hint: it is probably down the street from you

06/12/2026

This checklist shows you the difference.

Address

116 N West Street, Suite 220
Raleigh, NC
27603

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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