Blog

09 May 2024 This Is Your Brain On TikTok (And Other Drugs)

Posted at 14:16h in The Friday Brief by Jared Korver, CPA, CFP®

"How TikTok Is Wiring Gen Z’s Money Brain. Endless videos about the economy and consumerism are giving 20-somethings a case of 'money dysmorphia.'" Such was the title and subtitle of an article in the Wall Street Journal last weekend. In the infinite algorithmic loop of TikTok, users...

01 May 2024 Questions to Ask After You’ve Filed Your Tax Return

Posted at 16:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Filing your tax return can feel like a weight lifted off your shoulders. But before you breathe that sigh of relief, it's essential to take a moment to review your tax situation thoroughly. Asking yourself the right questions can help you gain insights into your...

24 Apr 2024 The Joys of Travel

Posted at 16:30h in The Friday Brief by Daniel Logan, CFP®

As summertime is quickly approaching, many people are finalizing their trip plans for the upcoming summer season. Whether you are traveling across the country or to another continent, there are a few thoughts on travel that come to mind for me. I will begin with...

17 Apr 2024 Geopolitics and The Stock Market

Posted at 14:28h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There are many risks that we face as investors. The last 36 months have reminded us of the risk that inflation poses, not just to lifestyle, but to our fixed income investments. The COVID-19 pandemic, which began a little over four years ago, is another...

11 Apr 2024 Financial Weirdos

Posted at 13:38h in The Friday Brief by Jared Korver, CPA, CFP®

In Philip Ball's Beyond Weird—which I am committing to finish before I dive into his newest book on biology—he makes this interesting point to open: "Quantum physics defies intuition, but we do it an injustice by calling that circumstance weird." For a long time, even in the early to...

04 Apr 2024 Starting Small

Posted at 19:07h in The Friday Brief by Ellen Martin

I’m not much of a gardener, as much as I’d like to be known for having a green thumb. I greatly admire the work of others and aspire to hone my skills but there’s so much to learn and do that it seems too daunting...

20 Mar 2024 You Can’t Spend The Same Dollar Twice

Posted at 14:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

As a financial advisor, I often find myself having conversations about the delicate balance between current spending and saving for future financial goals. Recently, Crystal and I encountered this tension in our own lives when we considered using savings we had designated for a new...

14 Mar 2024 Spring Cleaning Your Finances

Posted at 17:33h in The Friday Brief by Daniel Logan, CFP®

You are likely well aware already that Spring is coming - if it wasn't the recent time change that did it, it may have been the 70 degree days or pollen already in the air that tipped you off. The first official day of Spring...

07 Mar 2024 How Earning Less Impacts Social Security Benefits

Posted at 16:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Last week I met with a client who is thinking about reducing his income. Obviously, there's a lot that goes into this decision, but one consideration we discussed is how less pay will affect his Social Security benefit. This kind of exercise can be helpful...

29 Feb 2024 Is It Time To Talk About Bitcoin Again?

Posted at 17:21h in The Friday Brief by Jared Korver, CPA, CFP®

This week in the Wall Street Journal there was an article about…well actually the title, subtitle and your imagination are probably everything you need: “The TikTok Generation Turns to Sports Betting to Chip Away at Student Debt. Young men are trying to use ubiquitous online...