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30 Dec 2020 Five Charts that Summarize 2020

Posted at 22:08h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After a year like 2020, it is impossible to avoid a hyperbolic statement like, “it’s been a crazy year!” because it has been a crazy year. Here’s just a few of the significant occurrences: a worldwide pandemic that shuttered the global economy and claimed hundreds...

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03 Dec 2020 Lessons from Pappy Van Winkle

Posted at 19:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There is no finer bourbon in the world than Pappy Van Winkle. A quick Google search for their 23-year-old Kentucky bourbon will bring up bottles for sale in excess of $4,500, or roughly $225 a shot. (Not that anyone takes shots. This is a sipping...

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05 Nov 2020 Cheat Codes (up, up, down, down, left, right, left, right, B, A, Start)

Posted at 20:35h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

My parents didn't allow video games in the house until I was a teenager. Prior to that, the only way for me to get my fill was to head over to Jon Jackson's house to play the original Nintendo. We played Duck Hunt, all the...

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15 Oct 2020 Four Considerations As You Choose Employee Benefits

Posted at 16:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Benefits season is nearly upon us! The time when employees across the country pick their health insurance and other benefits for the coming year. With this in mind, here are four considerations as you choose your benefits. Change How You Pay for Group Long-Term Disability Insurance? Disability...

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