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09 Nov 2018 2018 Year End Money Moves

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

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®, RICP®

[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. ...

05 Oct 2018 Navigating the Challenges that come with Aging

Posted at 14:44h in The Friday Brief by Geoff Hall, CFP®, RICP®

https://youtu.be/EoR1ywvZhGA It's safe to assume that, short of an untimely end, we will all continue to age. And yet, as financial planners, our experience has shown us that most address the topic of aging in one of two ways: either by having a vague conversation about...

03 Aug 2018 The Piano Man

Posted at 14:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

Good financial planning is the process of making smart financial decisions over and over again. With time, these smart decisions compound on each other and give you the freedom to do more of the things that are important you. Just for fun, here is a...