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29 Apr 2016 Which is Worth More Money, Your Home or Your 401(k)?

Posted at 10:43h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's an interesting question isn't it? Which is currently worth more money, your home or your 401(k)? It's sort of a trick question. Sort of. The point is, if you had to tell someone what your two largest financial assets were, there's a good chance you would list your home and your 401(k) in some order.

06 Nov 2015 New Budget Deal Affects Social Security Strategies

Posted at 09:26h in The Friday Brief by Geoff Hall, CFP®, RICP®

First the good news: the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs. President Obama signed the deal into law on Monday, avoiding a government debt default and reducing the risk of a government shutdown in December.

25 Sep 2015 Dow Plunges Triple Digits

Posted at 14:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

How often have you seen a news headline that looks something like this: “Dow Plunges Triple Digits?” Makes for a great headline, but a better way of saying the same thing is, “Dow Ends Down 0.6%.” Not quite the same attention grabber, is it?

07 Aug 2015 Measure Your Risk Before The Next Bear Market

Posted at 09:58h in The Friday Brief by Geoff Hall, CFP®, RICP®

Potentially Important Life Goals:

1. Retire with confidence

2. Help fund your kids' college expenses

3. Give more

4. Travel with your family or friends

5. Take more investment risk