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23 Mar 2018 The Market Has a Stomach Bug

Posted at 15:09h in The Friday Brief by Jared Korver, CPA, CFP®

If I may quote a bit of Dickens, "Stocks are down: to begin with. There is no doubt whatever about that." After such a pleasant (if not completely paranoia-free) 2017 in the markets, 2018 has been a bit more...

19 Jan 2018 Financial Resolutions & Habits: Part 3

Posted at 12:53h in The Friday Brief by Jared Korver, CPA, CFP®

We're still digging out of our snow here in Raleigh, and in a way I imagine many parents and kids will feel Monday is a bit like the first day of school all over again. When everything shuts down so completely it's hard not to...

05 Jan 2018 Financial Resolutions & Habits: Part 1

Posted at 15:34h in The Friday Brief by Jared Korver, CPA, CFP®

It's said that the ancient Babylonians began the storied tradition of the New Year's Resolution some 4,000 years ago. Admittedly, their resolutions were essentially promises made to their gods in hopes to garner favor in the upcoming year should they keep the promises, so maybe you're not...

15 Dec 2017 Should You Max Out Your 401(k)?

Posted at 16:45h in The Friday Brief by Jared Korver, CPA, CFP®

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...