28 Sep 2018

Posted at 13:09h in The Friday Brief by

One of the most important exercises in financial planning is laying out your priorities. A priority list and its order provide necessary guidance as to how we should best go about achieving our goals, and which ones are more important than others. The exercise is...

14 Sep 2018

Posted at 15:28h in The Friday Brief by

As Hurricane Florence continues endangering lives and destroying property, many of us wait in uncertainty, wondering how homes, boats, and treasured landmarks are faring. It's personal and emotional kind of uncertainty, the kind that can't be addressed by probabilities. But on the statistical side, the National Weather service...

10 Aug 2018

Posted at 10:48h in The Friday Brief by

One of the joys of having our office at Five Points is the endless opportunity it provides to meet colorful people. Yesterday provided another one. About closing time, I heard some discussing the scene in our front parking as they headed out the door. Seems there...

20 Jul 2018

Posted at 14:49h in The Friday Brief by

President Trump weighed in yesterday on one of the last truly apolitical federal institutions; the Federal Reserve. He bemoaned the possibility that their recent interest rate increases might derail his attempts to improve economic growth to what he believes is closer to its true potential...