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22 Sep 2022 How Americans Spent Their Money in 2021

Posted at 15:46h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Each year, the Bureau of Labor Statistics releases the findings of their Consumer Expenditure Surveys (CE), which track the earnings and expenditures of American households. The first survey was done in 1888, though it didn't become an annual tradition until 1984, and is packed with...

25 Aug 2022 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 2022 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 2022 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...