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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...

11 Jul 2024 The Importance of Beneficiary Designations

Posted at 17:45h in The Friday Brief by Daniel Logan, CFP®

A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. They Broke Up in 1989. The article details how two people, Jeffrey Rolison and Margaret Sjostedt, dated for...

23 May 2024 The Allure of the Crowd

Posted at 17:58h in The Friday Brief by Daniel Logan, CFP®

I was recently able to vacation to Europe, where Megan and I had a great time in England and France. While in Paris, we went and checked out the Louvre as tourists are fond of doing. We meandered through the museum and eventually made our...