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20 Nov 2024 Join Us in Supporting Raleigh Rescue Mission

Posted at 14:43h in The Friday Brief by Daniel Logan, CFP®

It is somehow a week away from Thanksgiving and the end of the year is quickly approaching. It seems that time only gets quicker through the remaining weeks of the year. In light of that, we have recently written about smart year-end money moves, Medicare...

10 Oct 2024 Open Enrollment Checklist

Posted at 14:47h in The Friday Brief by Daniel Logan, CFP®

As Fall settles in, many people start to think about their favorite seasonal activities: visiting the State Fair, carving pumpkins, enjoying bonfires, or simply savoring the crisp air. For financial planners, this season also signals the approach of year-end tasks, like required minimum distributions (RMDs)...

28 Aug 2024 Mind the Investor Gap

Posted at 19:01h in The Friday Brief by Daniel Logan, CFP®

Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...

01 Aug 2024 The Hidden Cost of Expectations

Posted at 14:41h in The Friday Brief by Daniel Logan, CFP®

The Olympics have returned once again with excitement and intrigue. There are plenty of fun storylines to follow: Simone Biles returning, Katie Ledecky going for history, the US Men's Gymnastics team going for their first team medal since 2008, or even just the thought of...