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13 May 2021 My Favorite Investment Story

Posted at 17:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

“We are, as a species, addicted to story. Even when the body goes to sleep, the mind stays up all night, telling itself stories.” — Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human We all love to hear stories. A really good one can...

22 Apr 2021 Are You “Diversifying” Your Financial Decisions?

Posted at 20:34h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people's money stories. Our experiences with money early on, and throughout our lives, play an important role in how we think about money today. It's those...

01 Apr 2021 How to Make Prudent Financial Decisions

Posted at 10:44h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately I’ve found myself discussing a good number of questions requiring an answer beyond a simple yes or no. Questions like, should I pay off my mortgage? I have a chunk of cash I want to invest, how and when should I put it to...

11 Mar 2021 A Fool and His Money Are Soon Parted…

Posted at 17:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

...the rest of us wait until income tax time. Ba dum chhh. Seriously though, the IRS says that the average taxpayer spends about 13 hours preparing their tax return each year. It's also been estimated that Americans spend around $27.7 billion every year on tax...