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03 Mar 2022 Keep a Steady Hand on the Tiller

Posted at 14:30h in The Friday Brief by Geoff Hall, CFP®, RICP®

Uncertainty surrounding Russia's ongoing invasion of Ukraine has combined with historically high inflation in the U.S., rising interest rates and pandemic related supply chain bottlenecks to bring volatility back to the stock market after a long hiatus. It would appear that daily, multiple percentage point...

03 Feb 2022 What Tax Forms Should You Expect To Receive?

Posted at 14:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Like it or not, on Monday, January the 24th, the Internal Revenue Service announced the start of our nation's tax season. That's the date when the IRS began accepting and processing 2021 tax year returns. Of all the seasons we could pick from--the holiday season,...

06 Jan 2022 The Best Is Yet To Come…

Posted at 14:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

...but the worst could be right around the corner. 2021 was a pretty remarkable year for the stock market. Due in part to a stronger than expected economic recovery, the S&P 500 finished the year up 28.7% including dividends. That marked its third straight year of...

18 Nov 2021 Let’s Talk About Charitable Giving

Posted at 16:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

The Holidays are upon us. This is often the 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 of us make most of our charitable donations. That's...