Skip to content
Muirfield Wealth AdvisorsMuirfield Wealth Advisors
Phil Bailey
  • T: 704.442.0047
  • F: 704.442.0123
  • Map & Directions
  • Map & Directions
X
  • Home
  • About Us
    • About Us
    • Philip Bailey
    • Joshua Bailey II
    • Leslie Allison
    • Why Work With a CFP
    • What Makes Us Different
    • In The Community
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
    • Pre Retirees
    • Sudden Wealth
    • Women Investors
    • Business Owners
    • Healthcare Professionals
  • How We Serve
    • How We Serve
    • Our Approach
    • Visualize Your Future
    • Financial Planning
    • Retirement Planning
    • Investment Strategies
    • Portfolio Management
    • Estate, Charitable Giving & Trust
    • Risk Management
    • Sustainable Investing
  • Contact
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • WorthWhile
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Muirfield Wealth Advisors
    6101 Carnegie Blvd. Suite 550 Charlotte, NC 28209 T: 704.442.0047 F: 704.442.0123
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Read
Watch Webinar
Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future
7/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
One big, beautiful missed opportunity
7/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Fixed Income In Focus: 2025 Mid-Year Recap
7/7/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing

A breadth of services to serve a variety of needs

Connect with us
  • Muirfield Wealth Advisors
  • 6101 Carnegie Blvd. Suite 550 Charlotte, NC 28209
  • T 704.442.0047
  • F 704.442.0123
  • Map & Directions
  • Map & Directions

 

Important Disclosures | Form CRS Client Relationship Summary