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01 Dec 2017 7 Year-End $ Moves Worth Considering

Posted at 13:38h in The Friday Brief by Geoff Hall, CFP®, RICP®

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...

06 Oct 2017 How’s Your Portfolio Doing?

Posted at 09:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

I'm not a huge sports fan, although sometimes I wish I were. If asked how I thought the Carolina Panthers defensive line was looking this year my honest answer would be that I have no idea. But if I were asked that same question in...

14 Sep 2017 How to Protect Your Credit: 8 Steps

Posted at 12:17h in The Friday Brief by Geoff Hall, CFP®, RICP®

The recent data breach at Equifax seems to have brought to the forefront our new reality. A reality where hacks, data breaches and stolen Social Security numbers are going to be commonplace at least until we come up with a better system for personal identification...

30 Jun 2017 Your Declaration of Independence

Posted at 16:18h in The Friday Brief by Geoff Hall, CFP®, RICP®

Some 241 years ago the United States of America became a sovereign nation simply by declaring it, knowing all too well that the prospect of actually winning it against the will of the most powerful nation in the world was smaller than scant. The men...