Blog

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

26 Oct 2018 Quarterly Statements and Market Volatility

Posted at 15:54h in The Friday Brief by Geoff Hall, CFP®, RICP®

[caption id="attachment_9886" align="alignright" width="284"] *An impressive collection of mailings generated for one Charles Schwab account in one day![/caption] Lofty expectations for corporate earnings have combined with rising interest rates and increased global trade tensions to bring volatility back to the stock market after a long hiatus. ...

19 Oct 2018 Good money, Bad money

Posted at 12:14h in The Friday Brief by Jared Korver, CPA, CFP®

When my son Charlie came home from the NICU in February and was going to doctors appointments with some frequency, one of the things that came up was that he, like many newborns, had a case of torticollis. Torticollis is basically the tendency for a...

12 Oct 2018 Hurricanes and Market Turbulence

Posted at 11:08h in The Friday Brief by Sam Bass Jr.

The last ten years of fair-weather markets have spoiled us a bit, but storms do come, and they can be ferocious. Just as Hurricane Michael came out of nowhere, so did a stock-selling spree that shaved more than 5% from the S&P 500. We are...

05 Oct 2018 Navigating the Challenges that come with Aging

Posted at 14:44h in The Friday Brief by Geoff Hall, CFP®, RICP®

https://youtu.be/EoR1ywvZhGA It's safe to assume that, short of an untimely end, we will all continue to age. And yet, as financial planners, our experience has shown us that most address the topic of aging in one of two ways: either by having a vague conversation about...

03 Oct 2018 Beacon Flash: Employee Benefits Season is Here!

Posted at 11:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://www.youtube.com/watch?v=k4JLxk0U8Us&feature=youtu.be Watch as we discuss what you should consider as you're making employee benefits elections for 2019 and get in touch with us if you have questions!...

28 Sep 2018 What Are Your Priorities?

Posted at 13:09h in The Friday Brief by Sam Bass Jr.

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...

28 Sep 2018 Health Savings Accounts as a Retirement Planning Vehicle

Posted at 13:03h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Health Savings Accounts, or HSAs, were created in 2003 through the Medicare Prescription Drug, Improvement, and Modernization Act. Early adoption was slow, but growth in recent years has been impressive as more and more Americans become familiar with their many benefits. For years, HSAs have been...

21 Sep 2018 Disaster Relief? A Call To Action.

Posted at 13:48h in The Friday Brief by Jared Korver, CPA, CFP®

[caption id="attachment_9815" align="alignright" width="500"] LUMBERTON, NC - SEPTEMBER 15: Members of Colorado Task Force 1, on the swift water team, head out to check on residents during Hurricane Florence on September 15, 2018 in Lumberton, North Carolina. (Photo by RJ Sangosti/The Denver Post)[/caption] What an odd...

14 Sep 2018 The Cone of Uncertainty

Posted at 15:28h in The Friday Brief by Sam Bass Jr.

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...