Blog

15 Jun 2018 3 Ways To Fail As An Investor

Posted at 08:33h in The Friday Brief by Jared Korver, CPA, CFP®

Charlie Munger, Warren Buffet's famed right-hand man at Berkshire Hathaway, is fond of using the phrase, "Invert, always invert." While Munger is often credited with the origination of the quote, he is borrowing from 19th century German mathematician Carl Jacobi, who coined the phrase as...

08 Jun 2018 The Endless Immensity of You

Posted at 15:10h in The Friday Brief by Sam Bass Jr.

Allure motivates us far more than thought or logic. Abstract ideas just don't change our behavior like longings and desires do. In his book You Are What You Love, James K.A. Smith says, “We adopt ways of life that are indexed to such visions of the...

01 Jun 2018 Simplify For Understanding, But Maintain Effectiveness

Posted at 07:38h in The Friday Brief by Sam Bass Jr.

Isn’t it refreshing when experts make complex subjects understandable through stories or practical examples, without making us feel like we're getting the dummies' version? They seem to effortlessly guide us through what were before, mysterious mazes of confusion, with ease and clarity, and without a...

25 May 2018 A Wealth of Decisions

Posted at 09:03h in The Friday Brief by Sam Bass Jr.

The most important requirement for creating and protecting wealth is good decision-making. Seems obvious, until we remind ourselves of our own costly financial missteps. And before you get too hard on yourself, consider the colossal ones made by major CEOs, almost on a daily basis...

18 May 2018 Five Reasons to Review Your Income Tax Withholding

Posted at 13:04h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

An often overlooked but important part of tax planning is the amount you have withheld from your paycheck. Under-withhold throughout the year and you may end up owing taxes in April. Over-withhold and you may be needlessly restricting cash flow throughout the year. President Trump signed...

04 May 2018 Dis·in·te·gra·tion

Posted at 11:46h in The Friday Brief by Sam Bass Jr.

Disintegration: To lose unity, integrity, or strength by or as if by breaking into parts, as defined by Merriam Webster. Our social, political and institutional systems offer, on a daily basis, glaring examples of the debilitating impact of 'breaking into parts.' Self interest and promotion,...

27 Apr 2018 A Very Important Purchase

Posted at 13:58h in The Friday Brief by Geoff Hall, CFP®, RICP®

[caption id="attachment_9482" align="alignleft" width="225"] Future Financial Advisor[/caption] My son Cooper and I love to go to Ace Hardware in Seaboard Station. Usually we go to get something for a house project but I’ll admit we occasionally go just for the free popcorn and to watch the...

20 Apr 2018 Life-Changing Work

Posted at 13:50h in The Friday Brief by Sam Bass Jr.

Yesterday, I had one of those wonderful opportunities to share life-changing news with a new client. I'll call her Mary. During two prior meetings, Mary had shared how difficult her job was and how she would love to change to a less stressful and more...

13 Apr 2018 Rocky Road – Smoother Ride

Posted at 12:37h in The Friday Brief by Sam Bass Jr.

On January 26th, markets abruptly exited the smooth freeway we had grown so accustomed to for a rocky cross-country romp that may continue for some time. The uncertainty of trade wars, Federal Reserve interest rate tightening, and possible inflation have replaced the confidence of tax...

06 Apr 2018 Why Market Declines Are Met With Market Rallies

Posted at 11:49h in The Friday Brief by Sam Bass Jr.

Market volatility of late concerns more than tweets, who delivers your packages, and risks of trade wars. While the President's comments via Twitter and from the podium have added to market uncertainty, the week's economic data is rather quietly (as far as the media is...