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28 Feb 2020 What Should You Do When the Market Drops?

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

There are a lot of scary headlines in the news right now. I’ll forgo the commonly accepted blogging practice of listing a few examples here to avoid unnecessarily exposing you to more of them than you are already reading. Along with the scary news headlines...

31 Jan 2020 ‘Tis the Season

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Tax season is officially here. The IRS began accepting paper and electronic tax returns on Monday, January the 27th and the due date for 2019 federal income tax returns is April 15, 2020, for most individual taxpayers. By now you’re probably somewhere between assembling a...

03 Jan 2020 Top 11 Financial To Do’s

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Each year I’m given the privilege of speaking with several groups of recent college grads about personal finance. It’s no secret that even after 4 years of high school and several years of college (and perhaps beyond) most people enter the complex world of personal...

06 Dec 2019 On Charitable Giving

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Believe it or not, the Holiday season is upon us. This is often a time of year when we reflect on the things for which we are thankful and spend time with friends and family. It’s also a time when many people do a large...