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10 May 2019 Consider Your Savings Account

Posted at 11:21h in The Friday Brief by Geoff Hall, CFP®

I started banking with my current bank almost 30 years ago. I chose NCNB because they had a branch a short walk from my dorm room. As a college freshman, proximity and the fact that they were willing to give me a credit card was...

15 Mar 2019 Now is the Time

Posted at 10:55h in The Friday Brief by Geoff Hall, CFP®

People often ask us what we do with our client portfolios during a market downturn. (For the record, we invest our own money the exact same way.) Evidence shows that making investment decisions during periods of high market volatility is the wrong thing to do...

09 Nov 2018 2018 Year End Money Moves

Posted at 10:04h in The Friday Brief by Geoff Hall, CFP®

As the holidays and new year approach with alarming rapidity--but before you get swept up in parties and family gatherings completely--it's a great time to take a look at your finances. 2018 still has some important planning opportunities, and getting ahead of 2019 could pay...

26 Oct 2018 Quarterly Statements and Market Volatility

Posted at 15:54h in The Friday Brief by Geoff Hall, CFP®

[caption id="attachment_9886" align="alignright" width="284"] *An impressive collection of mailings generated for one Charles Schwab account in one day![/caption] Lofty expectations for corporate earnings have combined with rising interest rates and increased global trade tensions to bring volatility back to the stock market after a long hiatus. ...