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    • Our Team
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05 Jan 2023 You Aren’t Too Big To Fail (And That’s Okay)

Posted at 17:06h in The Friday Brief by Jared Korver, CPA, CFP®

An over-simplified story about the Global Financial Crisis is that when the housing market blew up, causing subprime mortgages to start drowning, causing the collateralized debt obligations backed by securitized versions of those subprime mortgages to implode, causing mass panic and the threat of bank...

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17 Nov 2022 An Invitation to Give: Raleigh Rescue Mission

Posted at 19:38h in The Friday Brief by Jared Korver, CPA, CFP®

I have spent a fair amount of time on this blog writing about giving, and I can guarantee more of the same for as long as I have log-in credentials to the website.  But today I'm not going to do any lecturing or cajoling. I simply...

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10 Nov 2022 Desires pretending to be needs

Posted at 14:28h in The Friday Brief by Jared Korver, CPA, CFP®

Last week Seth Godin wrote a blog that was short enough and good enough that I won't bother trying to paraphrase: Habits are not needs It’s easy to imagine that they are, as it lets us off the hook as habits become negative, or even addictions. If someone...

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13 Oct 2022 “All The Personal Finance Books Are Wrong”

Posted at 15:22h in The Friday Brief by Jared Korver, CPA, CFP®

That's the title of a September article by Derek Thompson at The Atlantic. It's provocative enough on its own, but wait until you read the subtitle: "They tend to treat their readers like fools without willpower. So you could argue that they’re wrong for the...

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