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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...

10 Nov 2017 A Word About Cryptocurrency and Risk Management

Posted at 11:52h in The Friday Brief by Jared Korver, CPA, CFP®

Here are two articles that came across my desk on Wednesday of this week: one in the morning entitled "Nearly a Third of Millennials Say They'd Rather Own Bitcoin Than Stocks," and then one that evening entitled "'$300m in cryptocurrency' accidentally lost forever due to...

18 Aug 2017 The 4 Keys to a Good Investment Process

Posted at 13:54h in The Friday Brief by Jared Korver, CPA, CFP®

"People are worried that people aren't worried enough." That's the phrase Matt Levine has used to describe the current state of the stock market, or rather many investors' thoughts on the stock market. What he means is that the stock market has been calmer for a...

26 May 2017 What a 90-Year-Old House Can Teach Planners

Posted at 10:30h in The Friday Brief by Jared Korver, CPA, CFP®

Just three weeks away from moving into our new office here in Raleigh, we've learned a lot of lessons about planning in a very hands-on sort of way. The hand-drawn timeline that we started with (thanks to our wonderful general contractor) appears almost laughable in hindsight, and yet if we hadn't begun there, it's likely that we would be three months away from move-in rather than three weeks.