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25 Aug The Candler Oak

Posted at 13:41h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

My parents moved to Savannah, Georgia, last March. My brother had moved there a few months prior and they had become taken by the city and, I'd like to think, wanted to be a bit closer to me, Emily, and the kids (mostly the kids)....

28 Jul It’s Been a Year (Checking In On Mr. Lynch)

Posted at 09:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Almost exactly a year ago, I wrote a brief about the Morgan Stanley Inception Fund, Wall Street Journal's top mutual fund for the one-year period ending June 30th, 2021 (you can read the brief here). In summary, the Inception Fund, managed by Dennis Lynch, was...

23 Jun Inflation and Values

Posted at 14:37h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Two big themes were on my mind last weekend: inflation and values. Why the former might occupy space in my mind is pretty self-explanatory--it's hard to take a breath without hearing/noticing how fast prices are rising. Ballooning costs have a macro-impact as well as a...

26 May Up and to the Right

Posted at 16:55h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

We all want the investment that does this: A smooth and steady march up-and-to-the-right. The challenge is the stock market actually does this: Where things get interesting is when you take the blue line from my hypothetical investment and overlay it onto the second chart showing the actual...